Creative Planning, the Kansas City, Mo.-based registered investment advisory firm, said that it is increasing its gift to Harvesters, a community food network, to $1 million.
The donation will help assist the food bank’s response to the COVID-19 crisis to deliver food to families that can’t afford food, said Peter Mallouk, Creative Planning’s president and chief investment officer.
“We are fortunate to be in a position to step up to serve our clients, ensure the financial security of our team, and at the same time rise up to serve our community,” Mr. Mallouk said in a release. “We hope this inspires other organizations to contribute however they can.”
Harvesters serves a 26-county area of northwestern Missouri and northeastern Kansas, supplying food and related items to more than 760 not-for-profit agencies including emergency food pantries, soup kitchens, homeless shelters, children’s homes and others.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.