Winget Benton Wealth Management is comprised of advisers Al Winget, Rob Benton and Andrew Robson. The advisers are moving to LPL's recently launched employee adviser channel.
Successful advisory firms can act swiftly when an opportunity arises because they've already taken steps to position themselves to do so.
Seven industry notables offer their views on what the financial advice business will look like in coming years.
The Ohio-based advisory firm adds its second Buckeye State RIA this year with the purchase of NCA Financial Planners.
The prevailing trend of advisers going independent has only gathered steam, according to third-quarter Advisers on the Move data.
Annuities have evolved considerably over the past decade. New iterations may be uniquely suited for today’s market challenges.
The 15% hike in the Medicare Part B premium is one of the largest annual increases in Medicare’s history, as COVID-related expenses and a new Alzheimer drug drive costs higher.
At the same time, the average IRA balance saw a slight uptick. A recent survey shows many people have low estimates of how much they will need to retire, and a paper explores the need to update the 4% rule.
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
After acquiring 25 U.S. RIAs over the past 24 months, the Toronto-based aggregator is taking a minority stake in GLASfunds, a $1 billion alternative investments platform.
In the ultimate niche advisory strategy, veterans are stepping in to help current and former members of the military navigate the nuanced world of financial planning.
The deal expands Creative Planning’s presence in the retirement plan business by about $110 billion and gives it access to the large-plan segment of the 401(k) market.
Sam Cone, Jessica McNamee and Grace Yung are joining the group, whose members have diverse backgrounds and specialties.
Scottsdale-based RG Capital manages $176 million and serves approximately 300 clients, with a focus on dentists.
ESG is only used in 5% of corporate DC plans, according to Callan. Use by institutional investors also varies a lot by geography.
The terms of Nexo's deal for a stake in Texture Capital Holdings were not disclosed.
The new registered investment adviser unit, J.P. Morgan Personal Advisors, operates under the roof of J.P. Morgan Wealth Management and will launch broadly next year.
Two advisers from Truist and a trio from Merrill Lynch are moving to the firm's employee channel.
Firms that have recently disclosed interim portfolio decarbonization targets are on track to cut their CO2 footprint by just 20% this decade, according to nonprofit Universal Owner.
