The CFP Board Center for Financial Planning will use the money to support scholarships for CFP certification candidates.
Team switches banks in New York City; another trio who oversaw more than $1 billion in client assets joins from Wealthspire.
The deal for Bivin and Associates, which is based in Ponca City, Oklahoma, expands Mercer’s Midwest presence.
Encore Capital Management, based in Glendale, California, affiliated with LPL Financial through the Financial Services Network, an OSJ on the LPL platform.
UAS Wealth Advisors of Albuquerque, New Mexico, and Adams Chetwood in Durham, North Carolina, expand Allworth's geographic reach in the Southeast and Southwest.
The new exchange-traded funds will serve as the underlying components for Putnam's ESG-focused target-date series, in addition to the company's existing Sustainable Leaders ETF and Sustainable Future ETF.
The plan documents are engineered to allow an employer to hire or fire 3(38) managers.
kPlans, based in Valencia, California, is a retirement plan consultant with a focus on defined-benefit and cash balance plans.
The head count reductions would be part of a renewed push to cut costs after the bank warned of a second-quarter loss.
See which brokerage firms are doing the best job of keeping independent advisers happy. J.D. Power surveyed more than 3,000 advisers, both independent and employee, for its annual survey on adviser satisfaction.
