Rubino Skedsvold Moran & Associates, which manages $340 million in Portland, Oregon, has affiliated with LPL Financial’s broker-dealer and will use the firm’s RIA and custodial platforms.
Judy Rubino, who leads the firm with Kari Skedsvold, had been affiliated with Ameriprise Financial for 34 years. They were joined in the move by planner Devin Moran and three associates.
The move was made with succession planning in mind, LPL Financial said in a statement Tuesday.
“We’ve created a legacy and need our team to help carry that on,” Rubino said in the statement. “We are excited to move to a supportive environment where we can grow our practice on our own terms, with a relatively young team who can continue to deliver the comprehensive service that our clients have come to expect.”
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
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.
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.
