The New York-based RIA will provide four awards per year of up to $5,000 per student for individuals pursuing their CFP certification.
Second Opinion Partners and Muchler Financial Services are folded into the firm.
The custom program will provide the group's fee-only planners with counseling and matching, including an annual valuation and an annual continuity plan.
Bruce is joined by Mark Schoeff Jr., senior reporter at InvestmentNews, and Emile Hallez, US News Editor for ESG Clarity, to discuss current ESG news, including the pushback from states like Texas and Florida, which have adopted an anti-woke approach to ESG.
As the market sell-off erodes investors’ savings, they’re becoming more critical of the platforms provided by their retirement plans.
The assets of the People’s United Bank's retail brokerage and advisory business are joining those of its new parent, M&T Bank, at LPL.
Companies can use Hub FinPath to give their workers access to financial coaches as well as online tools.
Thomas Barr will operate his firm, Barr Wealth Management, from Steward's New York City offices.
Mersberger Financial Group will form the base of Merit’s new retirement plan business.
Benchmark Private Wealth Management, with offices in Dallas, Waco, Plano, Austin and Houston, will retain its ties to Benchmark Bank.
