A three-adviser team managing $380 million at RBC Capital Markets has gone independent and affiliated with LPL Financial through its Strategic Wealth Services platform.
George Chardukian, Adam Goldstein and Maria Peralta formed Adara Wealth Management and opened an office in Tucson, Arizona. They will use LPL’s broker-dealer, corporate RIA and custodial platforms and receive operational and management support from LPL.
Chardukian has been in the industry since 1982 and joined RBC in 2002. He hired Goldstein as a college intern, leading to his full-time employment immediately after he graduated in 2007.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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