Hawkins Wealth Management, which will do business as the Hawkins Team at Wealth Enhancement Group, has offices in Iowa and Florida.
Bill Seugling will head global wealth solutions at parent Raymond James. He will report to Scott Curtis, president of the Raymond James private client group.
Aligne Wealth Advisors Investment Management is headquartered in Century City, California.
American Financial Systems, which specializes in nonqualified executive benefit plans, will add to Morgan Stanley’s workplace solutions.
With Solo FidFolios, do-it-yourself investors can create their own custom index, either by starting from scratch or choosing one of 13 thematic stock models and adding or subtracting stocks and updating weights.
Yaakov Ringler and Yonatan Marom will lead the Israel Group of Raymond James in New York.
Bruce and Jeff interview SEC Commissioner Hester Peirce, who addresses a plethora of topics, including the SEC’s position on regulating ESG and greenwashing; cryptocurrency regulation; and what Peirce's agenda would be if she became SEC chair.
Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
The deal for Summit Financial Consultants, a retirement planning firm, is expected to close by July 31.
The judge concluded that the condo board's complaint was flawed because it didn’t include the US government as one of the parties.
