A four-adviser team that was managing $583 million at Kestra is moving to SagePoint Financial, a unit of Advisor Group.
The Albuquerque, New Mexico-based firm, Charles Stephens, will affiliate with SagePoint via super OSJ AmeriFlex Financial Services.
Charles Stephens is led by Adam Ciepiela and Kelly Famiglietta and includes Steve Ciepiela, who founded the firm in 1983, and Jonathan Stoner.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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