LPL Financial LLC announced that financial advisor Alex Williams, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Olympia, Wash., Williams is a 25-year veteran of the financial services industry and past regional leader who enjoys putting the investment strategies and comprehensive financial plans in place...

Cliffwater, a leader in private markets and interval fund management, announced the addition of Timothy Henn as Head of Private Equity Secondaries as it expands its dedicated investment team for the Cascade Private Capital Fund. CPEFX is a newly launched interval fund providing access to a broad set of private capital investments, which recently crossed $1 billion in net asset value. Prior to joining Cliffwater and the CPEFX team, Tim was a senior member of J.P. Morgan’s...

Latest improvements to increase efficiency for advisors and help energize organic growth

$3.5 billion firm joins World to expand its growth strategy and enhance its offering to advisors and clients

Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform

Careina Williams launches new firm focused on real estate sector

CW Advisors, LLC (“CWA”), a Boston-based registered investment advisor (“RIA”), announced the acquisition of Cubic Asset Management, LLC (“Cubic”), an independent account management firm also based in Boston. The deal adds over $700 million of AUM to CWA. Terms of the transaction were not disclosed. “We are thrilled to welcome the Cubic team and their clients to CW Advisors,” said Paul Lonergan, Chief Executive Officer of CWA. “Cubic’s disciplined approach and many years of experience...