FSI Wealth Management, a San Diego, Calif.-based team with $215 million in assets, is joining LPL from Securities America, in the wake of Osaic's integration and rebranding efforts.
The push to fundraise from wealthy individuals is turning managers into high-end concierge services.
Steward Partners' Jim Gold details the major trends in the industry, including the future of hybrid RIAs, the impact of private equity and concerns about succession planning.
The Financial Advisory Group has seven advisors and 14 support staff, and is WEG’s fifth acquisition this year.
