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The addition of Pilkington Financial and Planning Resources in Colorado and Summit Financial in California brings AmeriFlex's total assets under administration to more than $5.6 billion.
Acquisition of Benemark expands Mercer’s presence in Northeast.
Jack VanDerhei, formerly director of research at EBRI, joins the firm’s new unit.
The three advisers operate as RCC Wealth Management in Spartanburg, South Carolina.
California prevailed in a legal battle over its auto-IRA program.
Advisers are matched with an administrative person who acts as a part-time staff member for the duration of a six-month agreement.
EBRI research suggests automatic loan insurance program would reduce savings deficit.
Terry Estes joins Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc.
Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, talks about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them.
