A Florida-based sibling advisory team is joining LPL Financial's breakaway model from Merrill Lynch, creating the new firm Grafton Wealth Advisors with $580 million in assets. Financial advisors include Sarah, William and Dexter Grafton. The trio are taking over the reins from their father, William “Bill” Grafton III, who started the business in 1972. Client…

Despite a more than 25% rise in equity markets since late October – driven largely by a small group of large-cap US tech stocks – family offices continue to seek exposure to longer-term secular growth trends within a well-diversified portfolio. Increases of this magnitude can understandably lead to investor concerns that a market correction may…

Family businesses are the backbone of economies around the world, contributing over half of GDP and employing more than half of the global workforce, all while fostering a sense of community and tradition. But what happens to this legacy when there are no heirs to take over and carry the business forward? This scenario is…

Roger Hobby has been named the new executive vice president and head of advisory and distribution for Empower Personal Wealth. He will take up the role on April 1. Empower Personal Wealth is the wealth management business of Empower based in Greenwood Village, Colo. The firm manages approximately $1.5 trillion in assets for over 18.5…

Sponsored by When Advyzon first hit the market more than a decade ago, Bob Veres was wary of the all-in-one platform. Initially skeptical of the efficacy of combining different financial management tools, Veres now admits he was wrong as Advyzon again emerges with top user ratings across the board in the T3/Inside Information Survey. This…

Ninety-two percent of advisors report that their clients have expressed interest in HYSA. Source link

How many moments in the last few years have made you stop and question your privilege? Like many others, I will admit that those moments have continued to grow as I gain more perspective and advance in my career. As a mother of five and president of a large and growing wealth management practice, I…

Sponsored by An early architect of Joe Duran's United Capital and a former Goldman Sachs PFM executive, Mike Capelle and his partners secured $200 million to build a national RIA with a vision to bring all client planning needs — tax , insurance, estate planning – under one. roof. In this episode of the RIA…

Orange County, California's largest single-office CPA firm has teamed up with Integrated Partners, a hybrid RIA overseeing more than $12.7 billion in assets, to launch a wealth management practice in Integrated Wealth Concepts Adv. Named WFY Wealth Management, the new division will serve clients of Wright Ford Young & Co., a 50-year-old accounting firm that…

The risks and opportunities of retirement are under the microscope during this highly entertaining and insightful conversation with Sal Capizzi, head of sales and marketing at Dunham Trust and Investment Services. Sal discusses how financial advisors can bring value to their clients through retirement planning and understanding different retirement strategies. Sal also talks about why…