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InvestmentNews
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Mercer Global acquires woman-owned $250 million planning firm
WOMEN ADVISOR COMMUNITY JUL 06, 2022
Mercer Global acquires woman-owned $250 million planning firm

Starks Financial Group, which was founded in 1999, is based in Asheville, North Carolina.

Ameriprise's indie unit nabs woman-led team managing $1.7 billion
INDEPENDENT BROKER DEALERS JUL 05, 2022
Ameriprise's indie unit nabs woman-led team managing $1.7 billion

Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.

Colliers takes 75% interest in Versus Capital
RIA NEWS JUL 05, 2022
Colliers takes 75% interest in Versus Capital

Versus is a Denver-based alternatives firm managing approximately $6 billion in two funds.

Consistent participation in 401(k) plans key to account balance growth, study finds
RETIREMENT PLANNING JUL 01, 2022
Consistent participation in 401(k) plans key to account balance growth, study finds

Those who kept contributing accumulated the most, according to the Investment Company Institute and the Employee Benefit Research Institute.

Advisers predict 4.4% gain in S&P 500 for 2022
RIA NEWS JUL 01, 2022
Advisers predict 4.4% gain in S&P 500 for 2022

Natixis survey finds widespread optimism despite the worst first-half in the equity market since 1970.

Texas advisers managing $220 million switch to Raymond James from LPL
RIA NEWS JUN 30, 2022
Texas advisers managing $220 million switch to Raymond James from LPL

Jon Burnett, Daniel Fowler and Chad Carlile have joined the firm’s independent adviser channel.

Prime Pensions acquires Northwest Retirement Plan Consultants
RETIREMENT PLANNING JUN 29, 2022
Prime Pensions acquires Northwest Retirement Plan Consultants

The acquisition diversifies Prime Pensions' client base and extends its geographic presence.

Raymond James to rebrand Carillon Tower Advisers
PRACTICE MANAGEMENT JUN 29, 2022
Raymond James to rebrand Carillon Tower Advisers

The asset management firm will change its name this fall to Raymond James Investment Management.

Co-CEOs appointed at GW&K Investment Management
PRACTICE MANAGEMENT JUN 28, 2022
Co-CEOs appointed at GW&K Investment Management

Thomas Powers, Bill Roberts share top spot; Harold Kotler becomes chairman effective July 1.

SEI introduces model portfolios using Dimensional ETFs
PRACTICE MANAGEMENT JUN 28, 2022
SEI introduces model portfolios using Dimensional ETFs

The suite of six portfolios can be accessed on SEI’s platform for advisers.