UBS participated in the funding round for the provider of direct indexing, which oversees more than $2 billion in assets.
North Carolina’s Bank of Oak Ridge will use Marstone’s platform combined with advice from Detalus Advisors.
The digital platform, myVoyage, integrates account balances in defined-contribution retirement plans with guidance and information about external accounts.
Lucas has headed the nonprofit employee benefit research group since 2018.
A survey found economists are predicting a 75-basis-point hike by the Federal Reserve next week.
Milwaukee, Wisconsin-based Sadoff Wealth Management was founded in 1978 by Ronald Sadoff.
Chicago’s Loop Capital Markets helped an unnamed Midwestern city buy fixed-income securities.
The award from Folio Magazine recognizes journalism excellence.
Tuesday's report on August consumer prices points to an 8.7% cost-of-living adjustment to Social Security benefits next year.
Scott Park and Aimee Morrin join firm’s Oak Brook, Illinois, office.
