Building on previously approved Saver's Match under Thrift Savings Plan, the order will launch a portal for workers without employer-sponsored benefits to enroll in vetted savings plans.
A Morgan Stanley and MissionSquare veteran who joined CFP Board last year, Berkenpas becomes the first CFP professional to hold the organization's top operations post.
Raymond James is also welcoming a $400M Merrill Lynch duo in Lexington, Kentucky, while RBC adds a $542 million UBS team in the Philadelphia market.
Roundhill, Bitwise, and GraniteShares are racing to launch landmark ETFs covering the 2026 midterms and 2028 presidential race.
Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output without leaving their existing workflows.
The challenger RIA custodian's CEO sees more and more G2 advisors leaving aggregator-acquired firms to chase independence — and taking their organic growth with them.
Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of protection-oriented strategies by year-end.
CFP Board and the Financial Services Institute each threw support behind the Labor Department's shift back to a two-factor "economic reality" test for determining worker status
Raymond James is also welcoming a $480M Brooklyn team from Wells Fargo's independent network, while JPMorgan adds a $400M Goldman Sachs advisor in New York.
The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, and insurance.
