Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Employee financial wellness programs can help get retirement savings back on track.
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
The case revolves around three collective investment trusts in the plan that were subadvised by the firm.
'This appears to be more of a reflection on Stifel,' one industry recruiter says.
While the CFP Board supports the proposal, the FPA has expressed concerns about the DOL rule potentially raising compliance costs for members, increasing the cost of advice and reducing access to advice for some.
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
Firms are bolstering their platforms ahead of faster settlements.
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
The offering automatically transitions employees approaching retirement age from a target-date fund to a managed account program.
'I’d love to see the [full] SALT deduction come back but not if it means rates go up,' one advisor says.
The number of retirees outpaces a Federal Reserve economist's model by millions.
New Jersey-based boutique practice focused on affluent families leaves Merrill Lynch to join UBS.
There were fewer hardship withdrawals taken last year, too.
Following a failed California lawsuit, M&A client is trying again in New York.
Funds will be required to share more information with regulators.
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
