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InvestmentNews
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Edelman Financial Engines launches workplace financial wellness platform
RETIREMENT RETIREMENT PLANNING JUL 20, 2022
Edelman Financial Engines launches workplace financial wellness platform

Digital content, webinars, educational tools and access to an adviser are part of the offering.

LPL hires former BNY Mellon exec to head banking
NEWS BROKER DEALERS JUL 19, 2022
LPL hires former BNY Mellon exec to head banking

Bill Sappington will lead efforts to build the IBD’s banking and lending platform.

Eight advisers managing $355 million affiliate with Kingswood US
NEWS RIAS JUL 19, 2022
Eight advisers managing $355 million affiliate with Kingswood US

Two advisers came from Merrill Lynch, others from independent brokerages.

Federated Hermes to acquire C.W. Henderson
NEWS INDUSTRY NEWS JUL 18, 2022
Federated Hermes to acquire C.W. Henderson

The Chicago-based specialist in municipal bonds manages $3.63 billion.

THE INVESTMENTNEWS PODCAST JUL 18, 2022
What does David Canter’s exit mean for Fidelity?

Bruce and Jeff explore the news that David Canter is leaving Fidelity Institutional for Bluespring Wealth Partners with Timothy D. Welsh, CEO of Nexus Strategy. They discuss the impact this will have on Fidelity and its custody business, as well as what it means for Bluespring.

Alera Group acquires $500 million retirement plan adviser
RETIREMENT RETIREMENT PLANNING JUL 18, 2022
Alera Group acquires $500 million retirement plan adviser

DFG 401(k) Advisors, which is based in Phoenix, is joining Alera through its Benefit Commerce Group and will now operate as BCG 401(k) Advisors.

Wealth Enhancement Group acquires $776 million hybrid
NEWS INDUSTRY NEWS JUL 15, 2022
Wealth Enhancement Group acquires $776 million hybrid

The acquisition of Titus Wealth Management and its three offices expands Wealth Enhancement's Northern California presence to eight offices.

Americans' finances still uneven, but many fare better, Finra finds
NEWS REGULATION AND LEGISLATION JUL 15, 2022
Americans' finances still uneven, but many fare better, Finra finds

A study by the group’s education arm sees greater financial literacy resulting in greater capability.

Citizens Financial to acquire New Hampshire RIA
NEWS RIAS JUL 14, 2022
Citizens Financial to acquire New Hampshire RIA

The bank will buy select assets and liabilities of Paladin Advisors, a Kensington, New Hampshire-based firm.

Pathstone to acquire $3.5 billion RIA
NEWS RIAS JUL 14, 2022
Pathstone to acquire $3.5 billion RIA

The acquisition of Dyson Capital Advisors will bring Pathstone’s total assets under advisement to approximately $38 billion.