The Grand Rapids, Michigan, planner will serve a one-year term and become chair of the board in 2024.
Al Jacobi and Tom Hakala form The Jacobi-Hakala Group after working together for over 20 years.
HC Financial Advisors, which was founded in 1986, is based in Lafayette, California.
The publishing honor is for Benjamin's InvestmentNews series exploring advisers' marketing niches.
Gary T. Guglielmo of Boca Raton, Florida, was charged with two felonies and with contempt of court for violating an injunction that provided protection to his ex-girlfriend.
Carolin Botzenhardt, who had been with Wells Fargo for five years, joins the La Jolla, California, office of UBS Private Wealth Management.
Bruce takes the pod solo with guest Jim Gold, CEO and co-founder at Steward Partners Global Advisory. They talk about the evolution of Gold's career that paved the path to Steward Partners Global Advisory. Jim addresses the firm's continued growth and the nuance of what it takes to sustain success.
If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.
How much in assets do advisers oversee at the biggest registered investment advisory firms? Here are the top 10 firms ranked by the average adviser assets.
WealthPlan Advisors, based in Scottsdale, Arizona, provides retirement plan and investing consulting services to nearly 600 clients.
