The wealth management team coming from CenterState Bank will help South State Investment Services supply financial advice to clients in states like Alabama, Florida, Georgia, Virginia and the Carolinas.
ClearPoint Capital joins Ameriprise from LPL Financial. The firm was founded by Michael Tuell, and he is joined by his children Jillian and John who are working to become licensed advisors.
Tagge Rutherford Financial Group joined LPL Financial from Cetera
Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance.
GreenState Wealth Management will partner with LPL's Institution Services platform and align with Financial Resources Group Investment Services.
The comments came during a webinar co-presented by SIFMA and Bates Compliance on virtual office inspections.
Advisors should expect changes in tech and personnel, as well as a new Texas headquarters, as the two firms begin integrating.
