Three registered representatives, who collectively manage $345 million, have joined Linsco, LPL Financial’s employee-adviser unit.
Bob Trent, who managed $200 million at Wells Fargo Advisors, will open a Linsco office in Santa Rosa, California.
Gene Foley, who managed $85 million at Wells Fargo Advisors in Portland, Oregon, will work remotely from his home there.
Michael Markovich will join a new Linsco office in Denver, where he managed $60 million at Morgan Stanley.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
