The tool will help employees who are approaching retirement figure out their transition from the workplace.
The combination of the two New York-based firms, Park Avenue Capital Planning and Strongpoint Wealth Advisors, creates a wealth manager overseeing more than $1 billion.
The three advisers are setting up shop as Harvest Wealth in the Maryland suburbs of Washington.
Four advisers in Columbia, South Carolina, form Vision Wealth Advisors.
Diamond Wealth Advisors, which is based in Carlisle, Pennsylvania, has joined Carson Partners.
The four advisers are setting up shop as SkyPath Private Wealth in Summit, New Jersey.
Enterprise Trust & Investment Company, based in Bay Area. provides investment management and fiduciary services to high-net worth individuals.
The Boston-based hedge fund manager was charged with violating short-sale rules in seven public offerings.
Corbenic Partners in Bethlehem, Pennsylvania will assume the Mariner Wealth Advisors name following a June 30 closing.
Lightyear Capital, which has been an investor in Cerity since 2017, will retain an equity stake in the New York-based firm.
