Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
The defectors from Cetera, Lincoln Investments, and DA Davidson strengthen the firms' presence across the Eastern and Western US.
The Federal Reserve's favored inflation measure rises just 0.1%, opening the door slightly wider to rate cuts.
The big, beautiful bill's expansions to existing 529 plan rules, along with proposed "Trump accounts," could eventually give a bigger boost for parents investing for their kids' education.
Focus gets back to external M&A after its January rebrand, while Cerity enters the Arizona market with a veteran planning-focused team.
Complaint details near decade-long scheme raising almost $40 million from dozens of clients, including Venezuelan nationals, Catholic dioceses, and elderly individuals.
A veteran with more than two decades of experience, Andina Andreson represents the latest in a string of recent leadership changes at the firm.
The latest additions to RBC's long history of attracting billion-dollar UBS teams have bolstered its presence in Boise, Idaho.
As Mental Health Awareness Month puts "sweetheart scams" in focus, Tom West shares hard-won insights on helping clients and their families manage the risks.
