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.
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
