The acquisition of Vantage Advisors, a St. George, Utah-based firm, expands EP Wealth’s existing footprint in Utah to three locations.
Total US annuity sales rose 4% to $63.6 billion, according to the Secure Retirement Institute.
The acquisitions add presence in Carlsbad, California, and Indianapolis.
While the number of firms decreased, aggregate revenue for Finra-registered firms rose to $398.5 billion in 2021, up from $361.9 billion in 2020.
Jeff and Bruce dive deep into the world of cannabis investments with ETF Managers Group's cannabis research and banking expert Jason Wilson, who addresses how the industry will continue to shift as a result of changing regulations and what the rules are currently.
Four-adviser group sets up shop as Questar Capital in Paramus, New Jersey.
There's lots of discussion about the aging of the advisory workforce and the need for succession planning, but an aging workforce can be an asset, not a problem.
Trivia night is one of a number of themed events that advisers can offer clients either in person or virtually.
The product is the first to include the top carbon-offset futures markets into one fund, the firm says.
About a quarter of Schwab’s retail clients said their values or personal interests factor into their investment decisions.
