Hybrid duo managing $200 million switches to LPL

Hybrid duo managing $200 million switches to LPL
Parker Inabnet and Kate Redden operate as I.M. Wealth Care through Merit Financial.
OCT 16, 2019
Parker Inabnet and Kate Redden, whose I.M. Wealth Care manages $200 million, have affiliated with the broker-dealer and corporate registered investment adviser platforms of LPL Financial through Merit Financial Group. They were formerly affiliated with 1st Global, an affiliate of Blucora. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm works from offices in Greenwood Village and Colorado Springs, Colo. [Recommended video: What advice industry needs to do as nation's diversity evolves] Mr. Inabnet launched his independent practice in 2004 at age 26, and partnered with Ms. Redden in 2016. Before moving to Colorado, Ms. Redden spent most of her career with a large RIA firm based in Atlanta. Register now for our ESG & Impact Forum at the U.N. on Dec. 5.

Latest News

Goldman gets shareholder backing on $80M executive bonus packages
Goldman gets shareholder backing on $80M executive bonus packages

The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

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.