There were fewer hardship withdrawals taken last year, too.
New office is led by a 30-year veteran of the wealth management industry.
There are also new co-heads of USI Wealth Management.
Jon W. Zindel has more than 30 years of industry experience.
Report highlights several trends underlying the continued strength of the ETF industry.
Advisor moves to national RIA firm in Santa Monica from LourdMurray.
Unable to rely on pensions and Social Security, retirees need extra income source.
The firm's Trading Activity Index reveals slight uptick in buying.
The asset manager is bringing all of its US wealth investment brands under one name.
The asset manager sees significant opportunity in infrastructure and real assets.
