Liberty Point Advisors, a six-person team managing $315 million in Vineland, New Jersey, has changed affiliation to LPL Financial from Ameriprise Financial.
The team, founded in 2017 and led by Patrick McGrory and Erin Mendez, affiliated through Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial’s hybrid registered investment advisor platform. IAA is based in Charlotte, North Carolina.
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.
