The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.
The group of professionals, including a father-son duo, come together in Traverse City after managing more than $500M at their former firm.
The 44-year veteran joining the firm's employee advisor channel joins after managing $112M at the wirehouse.
Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.
The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.
Joint letter by CFP Board, the FPA and other industry associations floats incentives for Main Street investors as Trump-era tax policy nears its expiration date.
Firm attempted to minimize losses in thousands of "odd lot" positions by executing unfavorable cross trades with retail mutual funds and third-party broker-dealers, according to the regulator.
The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.
Bank of America Private Bank is boosting its ultra-high-net-worth presence in Atlanta, Georgia and the broader Southeastern region with its latest addition.
The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.
