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CRM provider Wealthbox gets $31 million infusion
FINTECH MAR 09, 2022
CRM provider Wealthbox gets $31 million infusion

Frontier Growth is taking a minority equity stake in the Rhode Island-based fintech.

Hub acquires employee-benefit consultant and insurance broker
LIFE INSURANCE AND ANNUITIES MAR 09, 2022
Hub acquires employee-benefit consultant and insurance broker

The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.

Wells Fargo duo managing $210 million go to LPL
RIA NEWS MAR 09, 2022
Wells Fargo duo managing $210 million go to LPL

Brothers Blake and Drew Turner are joining the firm's Linsco employee channel in Atlanta.

ESG-reporting startup gets $7 million in seed funding
FINTECH MAR 09, 2022
ESG-reporting startup gets $7 million in seed funding

ESGgo will monitor and eventually help improve companies' disclosures.

Excellence in Diversity, Equity & Inclusion Awards
RIA NEWS MAR 09, 2022
Excellence in Diversity, Equity & Inclusion Awards

Join InvestmentNews in celebrating its fifth annual Excellence in Diversity, Equity & Inclusion Awards. We'll recognize the most impactful individual winners & firm finalists that are raising awareness about the need for a more diverse financial advice profession.

See It Be It Role Model: Angela Ribuffo
PRACTICE MANAGEMENT MAR 08, 2022
See It Be It Role Model: Angela Ribuffo

Angela Ribuffo, president of Raion Financial Strategies, decided to become an adviser after working as a nurse, teacher, and employee and contractor with the Defense Department.

RBC hires UBS adviser with $270 million in assets
PRACTICE MANAGEMENT MAR 08, 2022
RBC hires UBS adviser with $270 million in assets

Ryan McHugh and his team will join RBC's branch in Bend, Oregon.

Financial Planning Association taps Carson Group to be its official coach
PRACTICE MANAGEMENT MAR 08, 2022
Financial Planning Association taps Carson Group to be its official coach

The three-year partnership provides FPA members with access to services including Carson Coaching's online platform and its on-demand coaching.

One super OSJ affiliated with LPL acquires another
INDEPENDENT BROKER DEALERS MAR 08, 2022
One super OSJ affiliated with LPL acquires another

Gateway Financial Partners in Connecticut is buying Wisconsin-based Advisors’ Pride.

AIG, Reliance Standard launch index annuities
LIFE INSURANCE AND ANNUITIES MAR 08, 2022
AIG, Reliance Standard launch index annuities

The new products include features that are designed to protect against volatility and increase income.