A team of eight advisers managing $440 million has switched affiliations from Royal Alliance, which is part of the Advisor Group, to LPL Financial.
The Pittsburgh-based team, known as the Monteverde Group, began 51 years as a solo insurance practice headed by James Monteverde.
Monteverde continues to lead the firm along with partners Craig Shensa, Dan Martin and Wendy Asterino.
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.
