IronBridge Wealth Counsel, whose eight advisers oversee $800 million from seven offices across the country, has switched affiliation from Lincoln Financial to SagePoint Financial, part of the Advisor Group.
IronBridge has offices in Austin, Texas; West Palm Beach, Florida; Scottsdale, Arizona; Farmington, New Mexico; Windsor, Connecticut; Chicago and Salt Lake City, Advisor Group said in a press release Thursday.
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.
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.
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.
