The firm, led by a three-decade industry veteran, is hopping to LPL after affiliating with Momentum Independent Network.
The independent wealth platform’s newest leadership hire brings extensive experience from Kestra, Goldman Sachs, and Cetera.
Joining the financial institutions division, the group of advisors and branch professionals strengthens the wealth giant’s presence in Florida.
The newly launched independent firm, previously managing $750 million at Wells Fargo, extends Dynasty’s reach in the East.
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
New Deloitte report predicts shifts in generative AI could threaten advisors who don’t go beyond transaction-based relationships.
The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.
The retirement industry giant is tapping the leading TPA and recordkeeper to service its state-sponsored 529 plans.
The New York-based firm and its CEO made false statements and doctored portfolio data for a fund with positions in China, according to the SEC.
Discriminatory actions at the wirehouse have restricted business opportunities and compensation for African American advisors, alleged four former employees.
