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.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
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
