A female-owned hybrid managing $220 million, Stonebridge Financial Planning Group, has switched its broker-dealer affiliation to Commonwealth Financial Network from Triad Advisors.
Financial advisers Dianne Webb, Rhonda Shurtleff, Becky Robey and Catherine Hyder lead the team and are based in Orlando, Florida.
The team provides all aspects of financial planning for women and their families and specializes in working with women in transition. The trust they build with clients are especially helpful to women going through major changes — such as divorce, retirement, or death of a spouse, Commonwealth said in a press release Wednesday.
State mandates and plan complexity are opening doors for financial advisors in the 401 market.
New LIMRA data reveal a stubborn advice gap that financial professionals are well-positioned to close.
“Today’s actions send a clear message that even the biggest financial institutions are not above the law,” said Treasury Secretary Scott Bessent.
To build a truly self-sustaining practice, enterprising advisors have to start with a vision of what they want to be – and accept the realities that come with building toward it.
Serial acquirers add a 35-year-old Oregon wealth manager and a New York practice focused on women navigating life transitions.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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