A three-adviser team managing $380 million at RBC Capital Markets has gone independent and affiliated with LPL Financial through its Strategic Wealth Services platform.
George Chardukian, Adam Goldstein and Maria Peralta formed Adara Wealth Management and opened an office in Tucson, Arizona. They will use LPL’s broker-dealer, corporate RIA and custodial platforms and receive operational and management support from LPL.
Chardukian has been in the industry since 1982 and joined RBC in 2002. He hired Goldstein as a college intern, leading to his full-time employment immediately after he graduated in 2007.
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
