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Practice overseeing $700 million returns to LPL

Practice overseeing $700 million returns to LPL
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United States , Raymond James , David Jenkins , Michael Sheehy , Scott Stencler , Paul Krumenacker , Wealth Advisory Services , Gladstone Wealth Partners , ஒன்றுபட்டது மாநிலங்களில் , ரேமஂட் ஜேம்ஸ் , டேவிட் ஜென்கின்ஸ் , மைக்கேல் ஷீஹி , மகிழ்ச்சியான கல் செல்வம் கூட்டாளர்கள் ,

LPL snags a $1.6 billion team, this time from Voya Financial

LPL snags a $1.6 billion team, this time from Voya Financial
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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$275M AUM NJ Team Joins LPL Financial from First Allied

Advisors Craig Zaleck and Mark Hogan of Bergen Point Wealth Management moved from Cetera’s network broker/dealer First Allied where they managed $275 million in total assets, according to an announcement. The two-person team joined LPL through the Independent Network of Consultants & Advisors (INC Advisors).
Zaleck and Hogan started out as public accountants and continue to use their tax know-how by offering tax-based strategies in addition to wealth management advice.
The duo credited LPL s technology and financial strength as deciding factors in making the move.
“We believe this new partnership puts us in a better position to assist with client requests and move the practice forward,” Zaleck said. The industry is evolving quickly and we want to grow with a company that we have confidence in.” ....

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This Week in Wealth Management Deals: May 3, 2021

The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021.
This week started with Canadian serial acquirer CI Financial’s agreement to sub-acquire a $2.4 billion firm. CI Financial’s affiliate Congress Wealth Management will purchase Pinnacle Advisory Group and will boost its assets under management to $5.8 billion.
Next, Creative Planning returned to the M&A scene to announce its acquisition of a Virginia registered investment advisory firm with $5 billion in AUM. The 30-year-old Sullivan, Bruyette, Speros & Blayney, will join Peter Mallouk’s national financial planning firm in the Washington, D.C. area.
Finally, despite a public proxy fight from a disappointed shareholder, Boston Private was able to get majority shareholder approval to merge with Silicon Valley Bank’s parent, SVB Financial. ....

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Mother/Son Advisory Team Join LPL From Morgan Stanley

Mother/Son Team Join LPL, Gladstone Wealth From Morgan Stanley
The new firm Homestead Wealth Management will be based out of Glendale, Ariz. The two advisors have about $150 million in advisory and brokerage assets under management.
A mother and son team based out of Glendale, Ariz., is joining LPL Financial through an alignment with Gladstone Wealth Partners, which supports advisors affiliated with the independent broker/dealer.
Paulette and Beaux Treguboff’s new independent practice will be called Homestead Wealth Management. Combined, the duo manage about $150 million in advisory and brokerage assets and are joining the broker/dealer from Morgan Stanley. The team focuses primarily on working with blue collar investors to build retirement plans. Both mother and son pointed to the independence LPL and Gladstone offered as the main reason for making the move. ....

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