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Integrity Marketing to acquire Annexus
RETIREMENT RETIREMENT PLANNING JUL 28, 2022
Integrity Marketing to acquire Annexus

Ron Shurts, co-founder and CEO of Annexus, which develops annuities and other insurance products, will become a managing partner of Integrity.

SEI launches practice management hub
YOUR PRACTICE FINTECH JUL 27, 2022
SEI launches practice management hub

The asset manager's new resource, Growth Lab, will provide tools to help independent financial advisers with growing their practices and lead generation.

Empower to administer North Carolina DC plans through 2028
RETIREMENT RETIREMENT PLANNING JUL 27, 2022
Empower to administer North Carolina DC plans through 2028

The five-year contract covers the state’s 401(k) and 457 supplemental plans for state employees.

Hightower names Robert Picard to head alternatives
INVESTING ALTERNATIVES JUL 27, 2022
Hightower names Robert Picard to head alternatives

Former First Republic executive built alternatives platforms at Carlyle Group, RBC.

Only 35% of Americans seek financial adviser’s help
RETIREMENT RETIREMENT PLANNING JUL 27, 2022
Only 35% of Americans seek financial adviser’s help

Nearly two-thirds admit needing more planning assistance, Northwestern Mutual survey finds.

Advisor Group launches employee wellness program
NEWS BROKER DEALERS JUL 26, 2022
Advisor Group launches employee wellness program

As part of the program, confidential mental health support will be provided to employees of the company’s six independent broker-dealers.

BPAS updates financial planning tool for participants
RETIREMENT RETIREMENT PLANNING JUL 25, 2022
BPAS updates financial planning tool for participants

Roadways Mile Marker 2.0 adds real-time updates and projections to present a bigger picture of each participant's overall financial health.

Rep managing $213 million exits Edward Jones for Raymond James
NEWS ADVISOR MOVES JUL 25, 2022
Rep managing $213 million exits Edward Jones for Raymond James

Glenn Israel, who has gone independent as GFI Wealth Partners in Munster, Indiana, joins the firm’s independent adviser channel.

70% of advisers describe themselves as successful
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 25, 2022
70% of advisers describe themselves as successful

American College survey finds trust, individual effort and specialized knowledge as the three most important influences on achieving success.

What Schwab's latest benchmarking study reveals about RIAs
THE INVESTMENTNEWS PODCAST JUL 25, 2022
What Schwab's latest benchmarking study reveals about RIAs

Jeff and Bruce talk to Lisa Salvi of Schwab Advisor Services about its 16th annual RIA benchmarking study. Lisa, who's spent the past 10 years working on this research, imparts what she sees as the study's key findings. She talks about how her team uses the data to inform best practices within the firm, as well as the three factors that identify top performers.