Guy Blakey and Karl Willard, who manage $320 million, have changed their broker-deal affiliation and their corporate registered investment adviser and custodial platform to LPL Financial from Securities America.
The two, who are based in Altamonte Springs, Florida, are using the services of Synergy Wealth Alliance, a large office of supervisory jurisdiction affiliated with LPL Financial.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
