Keith Haller, Cory Shepard, who set up shop in Kirkland, Washington, are joining the firm’s independent adviser channel.
In 2021, annuity sales hit their highest level since the financial crisis. Here are the firms that took in the most annuity revenue last year.
Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.
Hightower National Trust Co. is part of the firm's effort to offer a range of family office services to its high-net-worth and ultra-high-net-worth clients.
The Morris Jerkovich Group is based in Bedminster, New Jersey.
The company will use the capital to deepen its offerings and product solutions, and help women reach their money goals.
Gary Edmonds, Andy Chang are joining the firm's Linsco employee-broker unit in Washington, DC.
Stace Hilbrant, managing director of Wilmette, Illinois-based 401(k) Advisors, will join Hub.
Hatton Consulting is a Phoenix-based wealth management firm that was founded in 1999.
The settlement, filed in U.S. District Court for the District of Minnesota, relates to the 401(k) plan's use of the bank's own offerings.
