Peppi Talley and Jessica Hall are joining the firm’s employee unit in Birmingham, Alabama
Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.
Required minimum distributions are becoming the de facto default distribution choice for retirees, TIAA data show.
Wealth Advisory Services, a hybrid in Doylestown, Pennsylvania, had been affiliated with Raymond James for five years.
The offering aimed at companies with 100 or fewer employees includes a financial wellness component.
The service is designed to encourage retirement savings and discourage workers from cashing out 401(k)s when they change jobs.
The research finds that funds in health savings accounts are being used for current expenses, rather than being invested for costs during retirement.
The Planned Approach, managing $266 million, is joining Buckingham Strategic Wealth, a St. Louis-based RIA in which Focus owns a majority stake.
Alberto Sisso is moving to Raymond James' employee unit in Fort Lauderdale, Florida.
The two firms will use the SPAC, Cartesian Growth Corp., to form Alvarium Tiedemann Holdings.
