Lynn Daughtry and Kyle Conger, who managed $215 million at Wells Fargo Advisors, have gone indie and affiliated with LPL Financial.
The two advisers have formed White Oak Investment Management in Thomasville, Georgia. The firm will use LPL’s broker-dealer and corporate registered investment adviser platforms.
China may suspend some tariffs on US goods.
Shares up 5% in premarket trading following stronger results.
Trump policies mean finding new ways to gain from low-carbon bets.
Former Twitter company now less reliant on advertising.
Advisors should not just focus on rollovers in money movement advice
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.
