Allison Taylor, who managed $295 million at Wells Fargo Advisors, has affiliated with LPL Financial.
The Taylor Wealth Management team includes Taylor’s daughter, Jordan McDole, who serves as the firm’s operations manager, and Kaitlyn Chuong, the client relationship manager. The firm is based in Huntington Beach, California.
Taylor had been with Wells Fargo since 2004.
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.
