Doche Financial Consulting Group is based in Scottsdale, Arizona
Zenefits will offer Betterment plans to the small and midsize businesses that use its platform.
HSAs now hold more than $82 billion in assets, Devenir survey finds.
The out-of-plan solution can be added to workplace offerings.
Precious metals, cryptocurrencies and promissory notes are fraudster favorites in 2021, a survey of enforcement officials finds.
Unique Wealth in St. Petersburg, Florida, has affiliated with Dynasty Financial Partners and will use Pershing as its custodian.
The Portland, Oregon-based firm’s internal initiatives include firm-wide training and professionally facilitated conversations among employees; a robust library of educational materials; and a channel on its internal network for sharing recommendations about films, books, recipes and cultural experiences.
Atlanta-based Rollins Financial, founded in 1990, joins the partnership.
Boston-based North American Management has nine advisers.
Amplius Wealth Advisors in Blue Bell, Pennsylvania, affiliates with Dynasty Financial Partners.
