Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

LPL Financial LLC lifted its holdings in Pacer Trendpilot US Mid Cap ETF (BATS:PTMC – Free Report) by 9.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange ...

LPL Financial LLC boosted its position in Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ – Free Report) by 33.3% during the fourth quarter, according to the company in its most recent ...

Firms such as Stratos Wealth remain "incredibly optimistic about M&A" for RIAs being driven by aging advisor demographics and private equity investments.

Butler City Council took action to help ensure long-term stewardship of funds from the sale of the Butler Area Sewer ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Tom Ruggie, CEO of Destiny Wealth Partners, has been a leader in wealth management for decades, but 2024 has been a standout ...

Longwise Wealth Partners has that Geofrey Ochs of Edwards has joined its team. Before joining Longwise Wealth Partners, Ochs was the Founder and Chief Executive Officer of SYNC Performance, a ...

JASON SHAPIRO Senior Vice President WestPac Wealth Partners Prior to his role at Westpac Wealth Partners, Jason Shapiro ...