Three registered representatives, who collectively manage $345 million, have joined Linsco, LPL Financial’s employee-adviser unit.
Bob Trent, who managed $200 million at Wells Fargo Advisors, will open a Linsco office in Santa Rosa, California.
Gene Foley, who managed $85 million at Wells Fargo Advisors in Portland, Oregon, will work remotely from his home there.
Michael Markovich will join a new Linsco office in Denver, where he managed $60 million at Morgan Stanley.
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.
