Advisers Jason Sherr and Merrick Nguyen, who managed $235 million at Wells Fargo Advisors, have launched StrateFi Wealth Management and affiliated with LPL Financial through its service for breakaway brokers.
The service supports and independent firm launch and then ongoing strategic, administrative, marketing and financial support.
StrateFi, which is based in Irvine, California, and Reno, Nevada, has a client base of about 160 households. Kim Burdeaux-Neal, the firm's director of client relations, joins Sherr and Nguyen in the move.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
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.
