InvestmentNews
The product arrives as a provision of the SECURE 2.0 Act goes into effect that makes workers' qualified student loan repayments eligible for 401(k) matching contributions from their employers.
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Four advisors and three staffers will join Allworth as a result of the acquisitions.
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
New York City-based GKB & Associates includes five advisors.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Engrave Wealth Partners, based in The Woodlands, has 10 team members.
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
