The leading RIA’s acquisitions include its first office locations in Wisconsin and Tennessee. Beacon acquired 14 firms in 2021, compared with four deals the previous year.
In 2016, tech entrepreneur Anthony Zhang dived headfirst into a swimming pool, paralyzing him from the neck down. Now, he’s democratizing fine-wine investing for advisors and their clients.
Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.
Hugh Lau is leaving D.A. Davidson to form Lau Financial Group under LPL’s affiliation model for breakaway advisors. In total, 19 teams have joined Strategic Wealth Services since it launched in April 2020.
Ron Carson discusses the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20 billion independent wealth management enterprise.
Lori Love, Advisor Group's chief experience officer, is stepping down to focus on her family, and said in a personal message to employees that her husband had a hard battle with COVID and still has lingering impacts from the virus.
RIA Lawyers, founded by Max Schatzow, Cary Kvitka and Ryan Walter, will work with advisory firms with assets under management between $100 million and $10 billion.
