Ameritas Life Insurance has acquired BlueStar Retirement Services, a Ponte Vedra Beach, Florida-based record keeper and third-party administrator. Terms of the deal were not disclosed.
In addition to traditional 401(k) plans, BlueStar is a provider of multiple employer plans, serving about 75,000 participants and administering more than $4 billion in plan assets.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
Joel Frank allegedly sold more than $39 million worth of investments in the Equilus Funds to more than 90 investors.
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
