Behind the Launch of Altura Wealth After 29 Years at an Insurance Brokerage

Published on February 27, 2026

Repp Lambert and B.J. Crook made the leap from Northwestern Mutual to launching an RIA after their practice shifted from insurance into planning and advice, sidestepping broker/dealer and large RIA recruiting efforts along the way.

Continue reading on website
Other news

Advisor Sentiment Index: Advisor Views Step Further into Bear Territory

February 27, 2026
Bear-market predictions in the Advisor Sentiment Index ticked up to a two-year high in January as more advisors note an unsustainable gap between strong market valuations and the underlying economy.

Deals & Moves: EP Wealth, Captrust Pen 3rd Deals of 2026

February 27, 2026
In addition, Prime Capital announces two more recruits from Edelman Financial Engines, who are the subject of a legal dispute, and Raymond James lands two Commonwealth advisors