Corbenic Partners in Bethlehem, Pennsylvania will assume the Mariner Wealth Advisors name following a June 30 closing.
Lightyear Capital, which has been an investor in Cerity since 2017, will retain an equity stake in the New York-based firm.
In the 100th episode of the InvestmentNews Podcast, Bruce and Jeff talk with Andy Sieg, president of Merrill Lynch Wealth Management, about the shift in wealth management from 2021 to 2022, including how firms are hiring and retaining talent.
The CFP Board Center for Financial Planning will use the money to support scholarships for CFP certification candidates.
Team switches banks in New York City; another trio who oversaw more than $1 billion in client assets joins from Wealthspire.
The deal for Bivin and Associates, which is based in Ponca City, Oklahoma, expands Mercer’s Midwest presence.
Encore Capital Management, based in Glendale, California, affiliated with LPL Financial through the Financial Services Network, an OSJ on the LPL platform.
UAS Wealth Advisors of Albuquerque, New Mexico, and Adams Chetwood in Durham, North Carolina, expand Allworth's geographic reach in the Southeast and Southwest.
The new exchange-traded funds will serve as the underlying components for Putnam's ESG-focused target-date series, in addition to the company's existing Sustainable Leaders ETF and Sustainable Future ETF.
The plan documents are engineered to allow an employer to hire or fire 3(38) managers.
