The majority of newbies in 2020 were under 45, according to the survey; they were more likely to be racially diverse and said they were investing for retirement.
Sacramento, California-based Genovese Burford was founded in 1987 and has nearly 1,500 clients.
Investor Motive Partners will contribute its Finantix and Tegra118 businesses, creating a global software-as-a-service wealth solutions platform.
The practice in Dallas includes four advisers and three support staff.
The conference, which included five events held over seven months, was deemed the best virtual event series in 2020 by StreamGo.
Michael Topinka, Carl Boomhower and Daniel Tyburski set up shop in Wayne, New Jersey, as Topinka Financial.
The Insurance broker is buying Cleveland, Ohio-based Pension Solutions Inc., parent of AdviseMe National Advisors, which advises on about $1.1 billion in assets for 150 retirement plans.
The Labor Department has stepped up its audits of plans that have lost track of participants, and noted last month that in 2020 alone, investigators had helped reunite missing participants with plan benefits “with a present value in excess of $1.4 billion.”
Paul Schatz joins to explain the nuances of the Gamestop saga. There are reasons beyond just a Reddit group for the wild action, and Paul goes through all of it.
Pittsburgh-based PWA Wealth Management was founded in 2003 and advises individuals, small business owners and institutional clients.
