The Merrill Lynch adviser is actively involved in the LGBTQ+ community in the Fort Lauderdale, Florida, area and was one of just eight advisers nationally to be nominated to Merrill’s Advisory Council to Management, which provides input on ways to help advisers be more successful.
The program would be modeled after the government’s Thrift Savings Plan for federal employees.
After a successful 13-year career in high tech and with an MBA in finance, Evans-Motte became a financial adviser, first at a wirehouse and then at Raymond James in the independent channel.
The state's defined-contribution retirement plans have $5 billion in assets for 95,000 public employees.
The central bank wants to look at the dangers that a warming planet poses to the financial system.
Arizona’s Progressive Financial Concepts will affiliate through an LPL office of supervisory jurisdiction, Wealth Consulting Group.
The Washington firm manages retirement plans for public workers.
The Boston mayor, a former union leader, had the backing of the AFL-CIO.
John W. Fisher, charged with fraud for his sales of Global 1 securities, faces civil penalties and disgorgement.
Seven financial and insurance firms work with six historically Black colleges and universities to provide resources, training and connections to Black students in this group formed by Nationwide Financial in 2020.
