Rubino Skedsvold Moran & Associates, which manages $340 million in Portland, Oregon, has affiliated with LPL Financial’s broker-dealer and will use the firm’s RIA and custodial platforms.
Judy Rubino, who leads the firm with Kari Skedsvold, had been affiliated with Ameriprise Financial for 34 years. They were joined in the move by planner Devin Moran and three associates.
The move was made with succession planning in mind, LPL Financial said in a statement Tuesday.
“We’ve created a legacy and need our team to help carry that on,” Rubino said in the statement. “We are excited to move to a supportive environment where we can grow our practice on our own terms, with a relatively young team who can continue to deliver the comprehensive service that our clients have come to expect.”
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
Investors got projected returns dressed up as real ones, SEC says
Parents must still act to get the $1,000 federal seed and employer contributions, giving financial advisors a role in the rollout.
FINRA booted Rudy Anguiano from the industry for “conversion - the intentional and unauthorized taking of another person’s property.”
Notice 2026-62 also flags box spread ETFs and tax-aware fund trades as Treasury opens month-long consultation period.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
