The new support platform for underrepresented advisors will offer coaching, model portfolios supported by Vanguard and Alpha Architect, and access to a tech stack that includes Altruist, RightCapital, Envestnet | MoneyGuide and more.
Since launching in May 2020, Lex van Dam's SFO Alliance has ballooned to include about 250 firms globally.
Jeff Martinovich lost his company, his first marriage, his wealth, his homes, and his securities licenses, among other things. But he refuses to be defined by those losses.
The largest IBD has also tapped Matt Enyedi, head of business solutions, as its new head of national sales and marketing.
Ernie Garcia II and Ernie Garcia III have lost more than $11 billion combined so far this year.
The R.B. Mitchell Team will be the anchor tenant for a new Linsco office in Greensboro, N.C. The deal is the latest in a number of recent additions to LPL’s employee channel.
Chad Keeler and Brock Rouch are partners in the new independent practice Platte River Private Wealth. The duo are also brothers-in-law and manage about $380 million in assets.
Franklin Templeton's head of global index portfolio management provides the best practices for advisors looking to invest in ETFs.
