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InvestmentNews
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Adviser duo managing nearly $500 million join Lincoln Financial
NEWS RIAS NOV 10, 2022
Adviser duo managing nearly $500 million join Lincoln Financial

Scott LoPresti and Dean DiPierro, based in Croton-on-Hudson, New York, previously were affiliated with LPL Financial.

FPA names Scott Kahan winner of its P. Kemp Fain Jr. Award
NEWS INDUSTRY NEWS NOV 10, 2022
FPA names Scott Kahan winner of its P. Kemp Fain Jr. Award

The planning veteran is being recognized for outstanding achievements in service to society, academia, government and professional activities.

Edward Jones rep goes indie with Raymond James
NEWS BROKER DEALERS NOV 10, 2022
Edward Jones rep goes indie with Raymond James

Adrian John of Seattle, who managed $200 million, is affiliating with the firm's independent adviser channel.

Merrill team managing $160 million joins Raymond James
NEWS BROKER DEALERS NOV 09, 2022
Merrill team managing $160 million joins Raymond James

Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.

Ameriprise, Dalton Education create military-oriented adviser certification
YOUR PRACTICE PRACTICE MANAGEMENT NOV 08, 2022
Ameriprise, Dalton Education create military-oriented adviser certification

The aim is to help more military members and their families reach financial goals.

Avantax attracted 74 indie advisers in third quarter
YOUR PRACTICE PRACTICE MANAGEMENT NOV 08, 2022
Avantax attracted 74 indie advisers in third quarter

The firm specializing in tax-related advice draws from advisers and accountants.

Bank brokers at former BancorpSouth switching to LPL
NEWS ADVISOR MOVES NOV 08, 2022
Bank brokers at former BancorpSouth switching to LPL

The unit overseeing almost $2.5 billion is joining the team at Cadence Bank, which was already affiliated with LPL.

Bluespring acquires Mississippi hybrid
NEWS RIAS NOV 08, 2022
Bluespring acquires Mississippi hybrid

WealthPartners, which oversees assets of $500 million, primarily focuses on high-net-worth individuals and families.

FusionIQ rolls out TAMP
YOUR PRACTICE FINTECH NOV 07, 2022
FusionIQ rolls out TAMP

The digital platform provides access to alternative investments and fixed income.

Raymond James launches professional network for veterans
NEWS RIAS NOV 07, 2022
Raymond James launches professional network for veterans

The Veteran Financial Advisors Network supports vets in developing their businesses and careers.