Search results for Shumaker Advisors

Personnel note: Eric Ludin tapped as Of Counsel for Shumaker’s St. Pete office

Ludin is a Florida Supreme Court Certified Circuit Mediator, making him a commodity among other lawyers to resolve client disputes. The post Personnel note: Eric Ludin tapped as Of...

People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet

In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.

Lido Advisors Acquires $1B Jackson Hole Capital

The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.

Socium Advisors Expands with $1.6B Amplify Deal

The deal would boost the St. Louis-based Socium’s total client assets to $4.3 billion, making it one of the largest wealth management firms in the Northwestern Mutual network.

Advisors Tackle Decumulation as Americans Boom Into Retirement

$10B Bank Team Advisors Break Out to Form RIA Prairie View

Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.

Bow River invests in advisor SBI

SBI's leadership team, including founder and executive chairman Matt Sharrers and senior partner Scott Gruher, will continue to lead the firm. The post Bow River invests in advisor...

Steward Acquires $500M Ameriprise Practice

The deal adds seven advisors and a Rochester, N.Y. presence to Steward’s M&A channel.

LPL Attracts $1B Florida Team From Ameriprise

Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.

Zephyr's Adjusted for Risk: A Conversation with Shannon Rosic - Trends Shaping Wealth Management

Ryan Nauman sits down with Shannon Rosic for a conversation about Wealth Management Edge and key wealth management trends including AI, personalization and the advisor experience.

Deals & Moves: Captrust Adds $1.25B Stillwater Capital Advisors

In addition, Dynamic Advisor Solutions expands its advisor network into South Carolina, Wells Fargo’s FiNet pulls two Merril teams, and Osaic lands its sixth former LPL advisor of...

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

Deals & Moves: $10B F.L.Putnam Expands to Midwest with Michigan-Based Arcadia

In addition, Charlotte-based GCG Advisory adds a St. Louis-based RIA, Cetera lands an Osaic team and Raymond James draws a $450 million team to its independent channel.

Three Blind Spots in Modern Retirement Advice

Why advisors must move beyond accumulation, numbers and traditional planning frameworks

$850M Ameriprise Team Leaves to Launch RIA With Integrated Partners

City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.

What to expect in advisor pay in 2026

Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.

Zephyr's PSN: Inside SMAs - An Exclusive Look Into Mountain Lake Investment Management

Mountain Lake Investment Management's Mitch Cantor discusses the firm’s equity strategy focused on capital preservation and inflation protection emphasizing business quality.

T&E Inner Circle: Expert Sessions

The Transitioning Advisor’s Lament

Three pieces of real-world hindsight from advisors “who’ve been there and done that.”

The Diamond Podcast for Financial Advisors: Building Trust and Credibility in a $7B Multi-Family Office

Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of men...

Zephyr's Adjusted for Risk: Building Wealth through Knowledge - Alexis Rosenblum Discusses Community Initiatives

Alexis Rosenblum discusses Capital Group's Community Wealth Council, which pairs nonprofit leaders with pro bono financial advisor mentors to address barriers to wealth-building.

The Diamond Podcast for Financial Advisors: Inside an $8B Boutique Firm’s Evolution

Leah Sciabarrasi of Crestwood Advisors shares her perspective on building up the firm, including how her role evolved, how leadership alignment shapes scale, and how sustained grow...

Prudential Advisors adds Loegering and Montalbano to advisor team

Prudential Advisors, the retail arm of Prudential Financial Inc., said on April 7 that it added Keith Loegering and Brian Montalbano.  Loegering has joined the Pacific Financial Gr...

401(k) Real Talk Episode 193: May 20, 2026

Open, honest and candid discussion about American Trust acquiring Ascensus, advisor movement, private investments in DC plans, the explosion of new 401(k)s and more.