The six-adviser wealth management division of GreenState Credit Union, which manages $350 million in assets, has switched its broker-dealer affiliation to LPL Financial. Five of the advisers at the Cedar Rapids, Iowa-based institution, the largest credit union in the state, were formerly affiliated with Cambridge Investment Research. The sixth was with Royal Alliance, part of Advisor Group.
GreenState advisers will use LPL’s Institution Services platform as well as Financial Resources Group Investment Services to assist with client service and growth.
Established in 1938, GreenState Credit Union serves more than 230,000 members.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife 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
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.
