As other candidates turn down the position, senior executives at the bank support the candidacy of interim CEO Allen Parker.
The decision by the Luminous team to leave First Republic could have far-reaching repercussions for the entire advice industry.
Daniel Nickow and Brett Salzer join employee unit in Deerfield, Ill.
Nicolas Barrios refused to take part in inquiry over private company he founded.
The portion of clients with whom advisers discussed giving has risen to 58% from 46% in 2015, fidelity survey shows
The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.
Andy Saperstein expects some teams to reach $100 million in annual revenue in the future.
James Crowley says the custodian is focusing on IT improvements and enhancing the client experience.
The overall savings rate has hovered around 10% of income for the past decade and a half, despite improvements in plan design.
Two exceptions can ease the sting of offsets that reduce benefits.
The SEC rule takes the existing regulatory regime for broker-dealers to an entirely new level and preserves choice for investors.
Automatic enrollment now standard at 48% of company's plans, up from 20% a decade ago.
Some observers say the language waters down the fiduciary standard, while others say the word choice is inconsequential.
The outcome could have big implications for 401(k) disclosures made to employees.
If Congress eliminates the stretch IRA, advisers will have to rethink IRA trust planning.
The custodian's RIA clients will get discounted origination fees as part of the alliance with Merchant Investment Management
Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.
Advisers think the law, which goes into effect July 1, will result in higher costs for investors.
Answers to questions on policy, market and economy are already impacting portfolios.
If brokers are not dually registered as advisers but use the term, they could run into trouble under new rule.
