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InvestmentNews
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Empower joins group providing portability of retirement savings
RETIREMENT PLANNING FEB 15, 2023
Empower joins group providing portability of retirement savings

The Portability Services Network, a group that includes Alight, Fidelity and Vanguard, aims to automatically transfer retirement plan account balances when workers who've saved less than $5,000 change jobs.

Shape up! How to improve the financial wellness of your employees
IN THE NASDAQ FEB 15, 2023
Shape up! How to improve the financial wellness of your employees

Morgan Stanley at Work's Krystal Barker sits down with InvestmentNews anchor Gregg Greenberg to talk about the importance of financial wellness in the workplace and what employers need to do to properly provide it to their workers.

Author James Stewart talks 'Unscripted' and the sordid battle for Sumner Redstone's billions
IN THE NASDAQ FEB 15, 2023
Author James Stewart talks 'Unscripted' and the sordid battle for Sumner Redstone's billions

James Stewart sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book 'Unscripted' about billionaire Sumner Redstone and the scandalous fight over his media empire.

Hightower buys Massachusetts RIA with $625 million in AUM
RIA NEWS FEB 14, 2023
Hightower buys Massachusetts RIA with $625 million in AUM

Lexington-based Bickling Financial Services, founded in 1984, has three offices across the state.

Raymond James nabs $680 million team from UBS
INDEPENDENT BROKER DEALERS FEB 14, 2023
Raymond James nabs $680 million team from UBS

The four advisors operate as Momentum Wealth Partners in Akron, Ohio.

LPL adds New Mexico firm managing $225 million from Voya
INDEPENDENT BROKER DEALERS FEB 13, 2023
LPL adds New Mexico firm managing $225 million from Voya

Albuquerque-based Legacy Financial Group was founded in 1995 by Cris Giron and Eddie Fernandez.

ESG investing, Twitter showdowns and the politics involved
THE INVESTMENTNEWS PODCAST FEB 13, 2023
ESG investing, Twitter showdowns and the politics involved

Inspired by a Twitter showdown about ESG investing, Jeff and Bruce seek more information from Adam Fleck, director of equity research for ESG at Morningstar Research Services. The guys dive deep to better understand the landscape of ESG investing and how we can get past the political challenges.

Financial heartbreak: Lying about money can cost you your relationship
PRACTICE MANAGEMENT FEB 13, 2023
Financial heartbreak: Lying about money can cost you your relationship

A survey by Bankrate.com found that more than half of those polled viewed financial infidelity as worse than physical infidelity.

Wealth Enhancement Group adds RIA managing $273 million
RIA NEWS FEB 08, 2023
Wealth Enhancement Group adds RIA managing $273 million

Falls Church, Virginia-based Washington Wealth Advisors is led by Maura Schauss and Todd Youngdahl.

Invesco’s Schlossberg to succeed Flanagan as president, CEO
RIA NEWS FEB 08, 2023
Invesco’s Schlossberg to succeed Flanagan as president, CEO

Marty Flanagan is retiring at the end of June, while Andrew Schlossberg currently serves as the fund company’s head of Americas.