The acquisition will expand the Pennsylvania-based Great Valley Advisor Group’s footprint to New England.
Tia Counts will fill the new international position based in London, and is responsible for aligning MSCI’s diversity, equality and inclusion goals.
Integer Wealth Advisors will become part of Focus-owned JFS Wealth Advisors.
A father-and-son duo in Sarasota, Florida joins the firm’s employee channel.
One industry group is now calling on Finra to end the remote hearings it says are harming investors. Two hundred and sixty-three hearings have been conducted remotely as of the end of March.
The heads of the Senate and House committees overseeing labor want to know whether TDFs are working as advertised.
Get the stats on this year’s 40 Under 40 honorees, including their favorite social media platforms, which designations they’ve earned and how many hours they work each week.
The Squier & Martinez group is opening an office for the firm in Grand Junction, Colorado.
Atlanta-based Clearview Advisory serves more than 100 plans with $2.3 billion in assets.
The company's assets under administration rose almost 43%, and there was a surge in the portion of new accounts opened by younger investors.
