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hybrid RIA

How CPA Referrals Drove a Former Lincoln Financial Independent Group to $12B in Just 5 Years

How CPA Referrals Drove a Former Lincoln Financial Independent Group to $12B in Just 5 Years

Paul Saganey’s 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the firm from $3.5B to $12B in 5 years. He shares how they achieved such growth and more.

LPL Unveils Pure-Play Custodial Service for Fee-Only RIAs

LPL Unveils Pure-Play Custodial Service for Fee-Only RIAs

Barbara Herman Quoted – By Diana Britton, WealthManagement.com – While LPL Financial has custodied assets for registered investment advisors since 2008, it was largely to support the fledgling hybrid advisory business of its registered reps. But as it has across the industry, that advisory business has grown fast.

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

Lee Korn, who launched the independent firm Opal Wealth Advisors in January of 2019, shares how pulling together all the moving parts that go into building an RIA is a task that takes time, energy and a good amount of learning as you go—but worth it!

Merrill team exits to set up RIA

Merrill team exits to set up RIA

By Ian Wenik, Citywire – For the second time in three weeks, a team of Merrill Lynch advisors has departed the wirehouse to set up its own independent shop. Sandusky, Ohio-based Brian Duttera, Elizabeth Skrinak and Patricia Glasgow have left the firm to establish True Alpha Wealth Management.

Recent News & Articles

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