Veteran advisers in Oklahoma and Utah affiliate with Cetera through Texas-based Farpointe Wealth Partners.
The solution, which targets retirement plans with up to $2 million in assets, is built on a large-plan platform and can accommodate growth.
Looming over the RPA Record Keeper Roundtable and Think Tank was the convergence of wealth, retirement and health at work.
The company's retirement solutions group is looking for both entry-level and experienced staff.
Praxis Consulting, based in Sacramento, California, has $240 million in retirement plan assets and $110 million in personal advisory assets.
The deal makes Franklin the latest fund company to strike a deal for a direct indexing business. O'Shaughnessy's custom indexing unit, Canvas, has amassed $1.8 billion in assets since it started in 2019.
Schroders report shows that American investors in particular now view performance as the best attribute of ESG strategies.
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
The team, including James Wendling, Steven VanDerSchaaf andClint Allman, have moved to the employee unit of Raymond James in Davenport, Iowa.
About 70% of people surveyed said they would choose a job with that feature over a similar one without it, according to a survey by TIAA.
The broker, Barry Snyder, was 'hooked' on a hamburger chain stock, says the ex-wife's attorney,
The registered investment adviser Quest Capital Management, based in Dallas, will add assets and 17 staff members to the $32 billion Mercer Advisors.
Sales hit $68.2 billion, up by 40% from the second quarter of 2020, according to the Secure Retirement Institute.
Starting from scratch just four years ago, Cresset Asset Management has now become one of the fastest growing RIAs with the acquisition of Berman Capital Advisors and its $4.7 billion in assets.
Advances in technology and the deployment of Monte Carlo in financial planning means these solutions can support advisers creating stronger, more personalized financial plans.
A new study details the uncovered costs retirees face for those services as Congress considers expanding Medicare Part B to include such coverage.
Two years after making fractional shares available to retail investors, Fidelity is responding to demand from advisers to work with smaller accounts and further customize portfolios.
A new study from the Center for Retirement Research at Boston College found news reports could lead to misconceptions about Social Security trust funds, and could influence retirement savers to claim earlier than otherwise planned.
Polaris is headed by partners Corey Basehore and Justin Dunwoody and includes adviser Sarah Leer, two junior advisers and a nine-member office staff.
As changes bring about increased risks, RIAs need to recognize that insurance is a vital component of their risk management strategy.
