LPL Financial said Wednesday morning it had recruited veteran financial advisor Michelle Brennan Hall, who reportedly worked with $220 million in advisory, brokerage and retirement plan assets at her former broker-dealer, FSC Securities Corp., which is part of the Advisor Group network.
Her firm, Brennan Wealth Advisors, is based in Frisco, Texas, which is part of the Dallas-Fort Worth Metro area.
Brennan Hall was registered with FSC Securities since 1989, according to her BrokerCheck report, and joined LPL last week.
"We believe wealth goes beyond financial assets," Brennan Hall said in a statement. "The wealth creators really want to pass on more than just money to the next generations."
Brennan Hall founded her firm in 2010. The team includes her husband, Jeff Hall, the director of operations; Mary Kloesel, the director of portfolio operations; Brennan Hall's son Cameron Hall, a financial analyst; and two staffers.
Advisor Group announced last month that it will merge its eight affiliated broker-dealers under a single, yet-to-be-named brand in a process that will take two years.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
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.
