12 advisers named as finalists for their dedication to nonprofits aimed at helping youth, improving health, reducing homelessness and other causes.
Orlando Garcia and Miguel Viyella join the firm's employee unit in Coral Gables, Florida.
Four-adviser Pacstar Financial Group is based in Honolulu and has three other offices in Hawaii.
Buyers are convinced they are acquiring businesses that are well-positioned to grow organically over the next several decades no matter what happens in the economy or markets.
By volunteering and sharing your passions, people get to talk to you and to know you, and when they know you, they are pleased to recommend you.
Introducing clients to tax-efficient ways to give, such as using a donor-advised fund, can help them do more with their gifts. But charitable intent, rather than tax benefits, should be the primary motivation for clients to give.
Although the biggest reward of giving is psychological, the tax benefits can make doing good feel even better financially.
In a Q&A, PGIM Fixed Income’s chief economist shares why the firm is more sanguine about long-run inflation.
From monetary policy to the green energy transition, VanEck sees several factors setting the stage for more inflation. Are portfolios ready?
A new report from Carson Group taps into the knowledge of 59 female financial planning executives.
While the executive order is designed to promote competition in the economy, the Securities and Exchange Commission will likely need to get involved for it to have a direct impact on the advice sector.
The defendants did not appear to solicit competitive bids for record-keeping services and allowed funds with high revenue-sharing to compensate service providers, according to the complaint.
Employees of select large client plans can use an array of tools and speak with an adviser.
The addition of the $161 billion manager will bring the bank's assets under management to $325 billion.
The bank said it will no longer offer the product to customers as part of an effort to simply its offerings.
Allegiant Private Advisors adds nearly $1 billion to Mariner's assets under advisement and expands the firm's footprint in Florida.
Two former reps say African Americans received less pay, support than others at the firm.
The investment bank was notified of the breach by a vendor that provides account maintenance for the stock plan business. The files did not contain passwords that could be used to access financial accounts, according to a company memo.
The Raleigh, North Carolina-based aggregator has grown to $60 billion under management and $600 billion under advisement, and claims "no end in sight."
There are three major trends that could make the small and micro DC markets more attractive to retirement plan advisers.
