About 40% of retirement plan participants say they're unsure how to make their money last, an American Century study finds.
The platform, called the SS&C Advent Insurance Marketplace, allows advisers to access a range of fee-only products through Black Diamond Wealth Platform and DPL's proprietary Product Discovery tools.
The Boston-based firm will acquire Calabasas, California-based Legacy Wealth Partners.
Evarist Amah of New Rochelle, New York, is charged with producing phony statements to fleece co-religionists.
Robert Batick moves from Westport Capital, while Norman Coates made the switch from LPL Financial.
Inflows to the accounts rise to $4.7 billion during the quarter, from $3.7 billion in the first three months of the year.
Burt White, CIO of LPL, joins to chat about LPL's annual meeting, transitioning from the 60/40 mindset, and the role of a CIO. Zach Teutsch, an adviser who specializes in progressive clients, talks about having a niche practice, tax planning for the left-minded, and his curious career path through Bear Stearns during the '08 financial crisis.
The advisers are based in Virginia and the Carolinas; there's also one rep joining Janney from Wells Fargo.
Serafini Financial Group managed $853 million before the transaction.
The purchase of the investment boutique will provide the RIA with expertise in alternatives.
