Al Jacobi and Tom Hakala form The Jacobi-Hakala Group after working together for over 20 years.
HC Financial Advisors, which was founded in 1986, is based in Lafayette, California.
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
Wells and a former broker must pay $731,587. The claimants alleged investments were made 'with the sole purpose of generating additional commission or fees" for the broker.
The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.
The publishing honor is for Benjamin's InvestmentNews series exploring advisers' marketing niches.
There are four distinct stages in the new retirement journey, and each offers advisers opportunities to help clients reflect on what they need to do to live comfortably throughout retirement.
Older homeowners and pre-retirees can safeguard and enhance their retirement plans by including home equity as an additional resource.
The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.
Roughly two-thirds of the abusers are family members, often the victim’s spouse, adult children or grandchildren.
Gary T. Guglielmo of Boca Raton, Florida, was charged with two felonies and with contempt of court for violating an injunction that provided protection to his ex-girlfriend.
Research shows that younger investors are most bullish about being able to get back on track toward saving for retirement.
The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.
Wise advisers are exploring options to offload tasks that aren't a high-value activity for them or duties that they don't particularly enjoy.
Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
Carolin Botzenhardt, who had been with Wells Fargo for five years, joins the La Jolla, California, office of UBS Private Wealth Management.
Representatives Josh Gottheimer, Tom Suozzi and Mikie Sherrill, who have led efforts to include an increase to the $10,000 cap on deductions for state and local tax, will support bill.
The adviser, Eileen Cure, filed suit in federal court in Texas seeking $95 million in damages
A much better-funded Internal Revenue Service would be equipped with new auditors and technology to uncover tax avoidance.
The provision is part of the Inflation Reduction Act the Senate approved over the weekend and the House will take up this week.
