Main Street Financial Life Advisors, an independent registered investment advisory firm managing $163 million in Moorestown, New Jersey, has joined Carson Partners.
Main Street Financial Life is headed by J. Joseph Roman, a certified public accountant who founded the firm in 1999 to help clients who wanted a fiduciary investment relationship.
The firm has two other advisers and a staff of other professionals and associates.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
