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Kestra Nabs Veteran Merrill Team in Ohio: Recruiting Roundup

By Trilogy Financial
April 18, 2018
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RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.

Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.

“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”

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$2B Trilogy Group Transitions From NPH to LPL

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October 25, 2017

Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets.

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7 Elder Planning Lessons from the Marvel Universe

By wealth management logo
November 16, 2018

To those who haven’t witnessed it first-hand, guardianship may sound like a heroic assignment in which bigger, stronger, more seasoned protectors keep individuals who are unable to fend for themselves. However, as the ragtag super hero team the Guardians of the Galaxy has come to learn, the reality of assuming guardianship (over a single person, let alone the entire galaxy) is far less than ideal.

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