Halo Investing will offer fixed, variable and registered index-linked annuities from several carriers.
Peter Quartararo told clients he’d buy ‘pre-IPO’ shares in prominent private companies including Peloton and Airbnb.
Investors will see a more complete financial picture, not just retirement balances, the company says.
Castle Wealth Advisors, founded by Gary Pittsford, is the oldest fee-only adviser in Indiana.
This ranking of the top IBDs is based on their revenue and reflects data collected from firms that participated in InvestmentNews' independent broker-dealer surveys.
The number of carriers on its RIA custodial platform increased to 20 from seven and the number of fee-based products rose to 70.
While the people who took loans or withdrawals as a result of Covid-19 are in a better place financially, they feel behind in their saving.
Family offices traditionally were set up by wealthy families to manage their assets, along with handling taxes, estate planning and other chores. As the ranks of the rich expanded, so did the number of family offices.
The former Goldman mortgage-backed securities star will take over from John Hollyer, who is retiring.
A 12-member group at the independent broker-dealer will work on company and industrywide initiatives.
