Meanwhile, Osaic secures a new credit union partnership, and Compound Planning crosses another billion-dollar milestone.
Federal data show reports of at least $100,000 in losses skyrocketed to hit $445 million in 2024.
The fintech firms' latest additions, including veterans from Bloomberg and JPMorgan, come amid rising demand for alternative assets in the retirement space.
Steward Partners adds a $481 million Ohio-based team, while $35.7 billion &Partners expands its reach in Minnesota.
Experts flag potential risks for seniors as headline readings for July obscure higher jumps in key price categories.
EP Wealth Advisors onboards a former Kestra leader as new chief product and tech officer, while IAA welcomes and LPL alum to lead growth from the top.
The $45 billion RIA firm has launched a program to support high-net-worth advisors, led by a 25-year veteran expert in UHNW and multigenerational planning.
Shelter costs drove a modest CPI increase, while investors weigh data reliability and the Fed's next move.
Industry group IRI hails regulator's reversal as a win for financial professionals, plan sponsors, and retirement savers.
Surveys show continued misconceptions and pessimism about the program, as well as bipartisan support for reforms to sustain it into the future.
