RedRock Financial & Insurance Services is based in Chico.
Moisand will guide the organization as it launches its first-ever comprehensive review of CFP Board's competency standards
Bryan Cernicek, who leads the Cernicek wealth management team, is joining the firm’s employee advisor channel in St. Louis.
The Fidelity Private Credit Fund will be available to individual investors and distributed through financial advisors.
The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.
Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of.
David Dobrusin is both a CPA and a certified financial planner.
Digesting everything in the new law will take some time as financial advisors will have plenty of interpreting and educating to do.
The acquisition of Cribstone Capital Management was EP Wealth's sixth deal of 2022.
The nine-member group, which will do business as Fountain Financial Group, had been affiliated with First Horizon Advisors.
