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AdvisorHub is a digital platform that provides news, tips from industry professionals, details about compensation, opinions, and practical advice for financial advisors to enhance their daily operations. We are committed to discussing important topics that resonate with our audience, regardless of advertisers' opinions. We invite everyone involved in the financial industry or those interested in its current and future developments to join our community and share their thoughts in the ongoing dialogue.

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A Conversation with Fernando De Leon - Founder & CEO of Leon Capital Group

4 days ago | advisorhub.com | Tony Sirianni

The Tony Sirianni Podcast A Conversation with Fernando De Leon — Founder & CEO of Leon Capital Group 00:00 |
Leon Capital's Fernando De Leon: The Patient Alternative to Private Equity

4 days ago | advisorhub.com | Tony Sirianni

This week, AdvisorHub’s CEO, Tony Sirianni talks with Fernando De Leon — Founder & CEO of Leon Capital Group. The two discuss utilizing finite resources, scaling up different businesses, relationships with RIA and investment managers, building a business and compounding wealth, and the growth of American capitalism. TRANSCRIPTTony Sirianni: Welcome everyone to another edition of the Tony Sirianni Podcast. I am thrilled to have my friend Fernando De Leon. He’s the founder and CEO of Leon Capital.
Elevation Point Buys Stake in UBS Breakaway Managing $1.9 Billion in Louisiana

1 week ago | advisorhub.com | Ali Hibbs

Elevation Point, a firm launched one year ago by former Sanctuary Wealth CEO Jim Dickson to buy minority interests in RIAs, has acquired a stake in a practice that broke away from UBS Wealth Management USA in Lafayette, Louisiana. Founded by Benjamin T. Domingue, Travis D. Frayard and Shawna S. Prejean, the 12-person team was managing nearly $1.9 billion and advising on another $637 million at UBS, according to the announcement.
Stifel Nabs Oppenheimer Brothers Managing $2.1 Billion in Los Angeles

1 week ago | advisorhub.com | Mason Braswell

Stifel Financial has scooped up a team of veteran Oppenheimer & Co. brokers who managed $2.1 billion in Los Angeles. The Summa Group is led by Oppenheimer lifer Brian K. and his older brother, Jeffrey L. Werdesheim along with Robert W. Dalie, and Gary A. Chiate. They moved along with six support staff and are seeding a new Stifel office in Sherman Oaks, California. Brian started his career at Oppenheimer predecessor CIBC World Markets in 1993.
Rethinking Income Generation

1 week ago | advisorhub.com | Chad Petie

In an investment landscape marked by persistent macroeconomic uncertainty, financial advisors are increasingly focused on identifying stable income solutions that can weather an unpredictable rate environment. While covered call ETFs have become a mainstay for their yield-generating potential, not all are created equal.
Lettre D'Amour Pour Le Vin

1 week ago | advisorhub.com | Tony Sirianni

Today we live in a world where you are offered, in Paris, at the trendiest spots, from Frenchmen, “natural” wines, which are absolutely awful yet somehow acclaimed. Modern wine critics feel obligated not to speak in certainties, and to remain open-minded about every new wine from Uganda to Timbuktu. I’m sorry to offend with certitude, but the best wines in the world are French. Period. Italy and California have some terrific wines, but they simply lack the terroir of their French cousins.
Disrupting an Industry for the Better

1 week ago | advisorhub.com | Tony Sirianni |Michael Miller

The main floor at the Ritz Carlton in St. Louis is full of excitement and an energy you feel walking into the lobby. The Ritz is buzzing because it is playing host to the first annual advisor meeting for the aptly named &Partners. Since its inception less than 18 months ago, the firm has amassed over $30 billion in assets across more than 70 advisor teams. Planned growth for 2025 is expected to add another $10 to $20 billion to the platform prior to year-end.
Advisors to Watch: Solo Advisors

1 week ago | advisorhub.com | Preston Byers

We created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. These 100 advisors are the sole advisor for their clients. They provide high-quality advice and highly personalized attention with the help of their staff and firm.
Focus, SCS Sued Over ‘Staggeringly Overbroad’ Non-Compete Agreements

1 week ago | advisorhub.com | Ali Hibbs

Two veteran advisors who left $7-billion Edge Capital Group earlier this year amid its merger with another Focus Financial Partners subsidiary have filed suit in federal court, attacking what they call “staggeringly overbroad” and unlawful employment restrictions. The case is another test of Focus’ and other roll-up firms’ ability to enforce strict non-solicitation and non-compete agreements when advisors leave. James T.
LPL Notches 50th ‘Strategic Wealth’ Hire With $425-Mln RBC Team

1 week ago | advisorhub.com | Ali Hibbs

More than five years after launching the Strategic Wealth Services “channel” in a bid to court more breakaway brokers, LPL Financial said it has hired its 50th team into the unit. A five-person team from RBC Wealth Management-U.S. jumped ship to join the “supported independence” model, which offers additional assistance such as marketing and operational resources for a revenue-based fee. San Diego-based EverMark Investment Partners includes advisors Matthew F. Sweeney, John T. Folsom and Tanner J.