Two advisors who managed $200 million in client assets at Valic Financial Advisors, a unit of AIG Retirement Services, have affiliated with LPL Financial, the firm announced Monday.
Rodney Van Buren and Whitney Colton have launched a practice, Van Buren Wealth Management, in Melbourne, Florida, along with two staff members, Karen Savage and Nicole Wilbert.
Van Buren had been affiliated with Valic since 2009, according to his BrokerCheck report, and Colton has been with Valic since 2015.
According to a statement, the team were drawn to LPL by the freedom the independent model would afford the firm, as well as LPL’s technology.
“With more tools and flexibility, LPL gives us access to an elevated trading platform, as well as some of the best financial planning software and investments options available,” Van Buren said in the statement.
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.