The wealth firm’s latest leadership hire will take charge of developing innovative investments and client solutions.
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
The broker-dealer says it will provide ‘innovative solutions and services’ to the credit union.
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
The firm welcomes a $350 million duo in New England, and an advisor in Florida who had managed a $235 million book.
The RIA’s first M&A transaction in Maryland sees it snap up Keeney Financial Group, a 10-member team.
The acquisition of the Seattle-based multifamily office deepens the national RIA’s UHNW presence in the Pacific Northwest.
Using federal tax data, EBRI offers a ‘starting point’ to estimate the retirement program’s impact on lower-income workers when it starts in 2027.
The rapidly growing firm has added RIAs in New York and Michigan to its national footprint.
Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.
