The deal gives Salt Lake City-based Crewe entry into the Scottdale, Arizona, market.
Geier Asset Management does business as Winpoint Financial and, like MAI, it specializes in serving professional athletes.
Carrie Turcotte and Crystal Walker run NorthShore Financial Strategies in Chattanooga, Tennessee.
While industry groups argue the programs will take business away from advisers, there are still ways to get involved in the retirement planning process.
Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.
The cybersecurity solution, which aims to protect advisers and their end clients' business email, comes from tech firm Armorblox.
The agency says the firm favored ‘flippers’ over institutional and retail clients when it allocated newly issued municipal bonds.
A J.D. Power study finds that only 43% of users say it’s easy to locate needed information on retirement plan sites.
The deal would be a big one, given that State Street Global Advisors, the bank's asset management unit, has about $4 trillion in assets.
The year-over-year increase in assets in health savings accounts is 26%, while the number of accounts now totals 31 million, up 6%.
