Richard Pakes, who managed $315 million at Wells Fargo Advisors in Santa Barbara, California, has opened his own firm, CVG Wealth Management, and has affiliated with LPL Financial.
Pakes, who was joined in the move by his two client relationship managers, had been with Wells Fargo for more than 23 years.
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.
