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Employee, heal thyself! The financial wellness trend will only get hotter
More than 83% of human resource leaders worry employees’ financial issues could impact their productivity, while 66% of employees agree financial stress is negatively affecting their work and personal life.
Hungry private equity investors steer acquisitions toward smaller RIAs
The latest report from Echelon Partners shows a gradual slowdown in deal activity, which continues to be dominated by PE-backed buyers.
World Insurance Associates buys Pensionmark Financial Group
Pensionmark, an RIA and retirement consultant that supports more than $80 billion in assets, is headquartered in Santa Barbara, California.
