Ponte Vedra Beach, Florida-based BlueStar Retirement Services also serves as a third-party administrator and provides multiple employer plans.
After striking a deal to sell a large part of its retirement business to Empower, the company is creating one unit, Prudential Retirement Strategies, to serve institutional and individual customers.
Eric Cornell and Patrick Shea have formed their own firm, Helius Wealth, in Palm Beach Gardens, Florida.
The Chicago-based RIA is buying an undisclosed interest in Punta Gorda-based Landsberg Bennett, which manages $1 billion.
The son of a man murdered by a Colombian guerrilla group had sued for access to a 401(k) account connected to the perpetrators.
Stonegate Capital Advisors will merge with the firm’s existing office in Scottsdale, Arizona.
The media executive will help provide strategy and guidance for InvestmentNews.
Storey & Associates is based in North Canton, Ohio.
Sean Khaligh, who joined Wells in 2007, is affiliating with LPL through The Financial Services Network and has formed EQ Private Wealth Advisors in Palos Verdes, California.
Steve Skancke from Keel Point joins Jeff and Bruce to chat alternatives. With his long history of both governmental and private-sector work, Steve helps break down why the 60/40 portfolio has shifted to 70/30, and why alts make more sense now than ever.
