With the deal for Atlanta Plan Partners, which oversees more than 130 retirement plans, OneDigital Investment Advisers will serve approximately 5,000 retirement plans.
The retirement plan aggregator's national footprint grows to more than $600 billion with the addition of Cammack Retirement Group, which serves more than 170 plan sponsors.
The WillowPointe Group, a two-adviser, five-person team, joins in Cookeville, Tennessee.
The client choice approach reflected in Reg BI is in fact the best approach for individual investors because every individual and family is unique when it comes to their wealth management needs and goals.
For independent advisory firms and advisers, the Biden administration’s approach to regulation will be among the most consequential outcomes of the November elections.
The pandemic and wave of innovation have increased opportunities for investors to identify potential winners and losers of change.
The application for benefits was submitted more than seven weeks earlier; persistence pays off in tracking down why the response took so long.
If the goal is to collect the largest possible survivor benefit, wait until full retirement age to claim it.
Technology is often one of the most noticeable areas in need of support — especially when compared to other retail or consumer channels, and specifically in terms of mobile apps.
Some people could benefit from filing quickly this tax season, as Congress works on another round of stimulus checks, while others may benefit from holding off.
MoneyLion manages about $20.65 million in assets and offers mobile banking, automated investing and personal financial management tools
Being behind Canada on Bitcoin funds could put U.S. ETF providers at a disadvantage when it comes to gaining market share.
The RISE accounts Edelman is proposing would be funded initially by $5,884, and people would be able to begin receiving retirement income checks starting at age 70.
The banking giant, which was convicted of wire fraud in connection with a Libor-rigging scheme, currently enjoys key rule exemption.
The rule, which was proposed last year and goes into effect next Tuesday, essentially replaces the defunct Obama-era version that regulated investment advice for 401(k)s and rollover IRAs. It provides an exemption for investment advice fiduciaries under the Employee Retirement Income Security Act.
Why a 64-year-old RIA doesn't worry about building scale and has no plans to retire, even though he could fetch about $5 million for his firm in today’s white-hot market.
Agency says it will make it harder for financial firms to obtain waivers from knock-on sanctions when they settle enforcement cases.
HM Employee Benefits and Risk Management is based in St. Louis; OneDigital says deal will help it provide 'holistic suite of employee-centric solutions.'
Its new effort, called M&A Solutions, includes ‘strategic support’ and online tools to help advisers considering a transaction.
The regulator wants to install an industry veteran to run GPB to monitor its assets in auto dealerships and make sure investor interests are protected.
