Mike Sisco forms Paradigm Wealth Partners, based in Des Moines, Iowa
Trio managed $2 billion for small and mid-sized institutions
RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge
More minority members and women gained certification
The lawsuit claims plan managers didn’t do enough to protect employees from stock losses
Former United Capital exec will identify future equity partnerships
The addition of the New York-based RIA brings Cerity's AUM to $26 billion
Improving 401(k)s is likely to make them look more like defined-benefit plans, according to Russell
Suarez succeeds firm founder Rob Clarfeld, who becomes executive chairman
Callan survey suggests plan sponsors should consider indirect revenues in fee reviews