Napa Valley and TrueNote, which are led by Kelly Crane, oversee more than $400 million in client assets.
For the year, policy sales were up 5%, which is the highest annual growth since 1983, according to Limra.
Houston-based advisers Brandon Glasscock and Mandy Haskell are joining the firm’s independent adviser channel.
Robert Patti manages $280 million in Marietta, Georgia
The creation of draft proposals for International Sustainability Standards Board is expected imminently.
The regulator said that firms should stress-test trading positions in light of 'current events and potential market movements.'
Lance Murphy, who's based in Houston, has 26 years of experience, much of it with asset management companies.
Kristi Turchan and Debbie Verker operate as Ascend Wealth Management in Grand Rapids, Michigan.
Attending sessions on such topics as budgeting and investing can encourage workers to increase the amount they save in their 401(k)s, an EBRI study shows.
Bruce and Jeff talk to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards and some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper.
