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InvestmentNews
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LPL to acquire Boenning & Scattergood
NEWS BROKER DEALERS JUL 08, 2022
LPL to acquire Boenning & Scattergood

The Pennsylvania-based firm's 40 advisers, who manage $5 billion in assets, will become part of LPL's employee channel.

Sanctuary Wealth takes stake in GoalPath Solutions
RETIREMENT RETIREMENT PLANNING JUL 07, 2022
Sanctuary Wealth takes stake in GoalPath Solutions

The Kansas-based firm provides advice and education to participants of workplace retirement plans.

Rising Interest Rates: Good or Bad for Real Estate?
NEWS INDUSTRY NEWS JUL 07, 2022
Rising Interest Rates: Good or Bad for Real Estate?

At a time when investors are struggling with rising interest rates and falling equity values, Grubb Properties explains why multi-family residential real estate could offer an attractive alternative.

Savant Wealth acquires $262 million Virgina-based RIA
NEWS RIAS JUL 06, 2022
Savant Wealth acquires $262 million Virgina-based RIA

Alliant Wealth Advisors' qualified plans division will become a part of Savant’s retirement plan services division.

WA Asset Management acquires $1 billion RIA
NEWS RIAS JUL 06, 2022
WA Asset Management acquires $1 billion RIA

The acquisition of BT Wealth Management expands WA Asset's reach into Georgia.

Mercer Global acquires woman-owned $250 million planning firm
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 06, 2022
Mercer Global acquires woman-owned $250 million planning firm

Starks Financial Group, which was founded in 1999, is based in Asheville, North Carolina.

Ameriprise's indie unit nabs woman-led team managing $1.7 billion
NEWS BROKER DEALERS JUL 05, 2022
Ameriprise's indie unit nabs woman-led team managing $1.7 billion

Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.

Colliers takes 75% interest in Versus Capital
NEWS INDUSTRY NEWS JUL 05, 2022
Colliers takes 75% interest in Versus Capital

Versus is a Denver-based alternatives firm managing approximately $6 billion in two funds.

Consistent participation in 401(k) plans key to account balance growth, study finds
RETIREMENT RETIREMENT PLANNING JUL 01, 2022
Consistent participation in 401(k) plans key to account balance growth, study finds

Those who kept contributing accumulated the most, according to the Investment Company Institute and the Employee Benefit Research Institute.

Advisers predict 4.4% gain in S&P 500 for 2022
NEWS INDUSTRY NEWS JUL 01, 2022
Advisers predict 4.4% gain in S&P 500 for 2022

Natixis survey finds widespread optimism despite the worst first-half in the equity market since 1970.