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Mariner buys $612 million Michigan RIA
NEWS RIAS MAY 18, 2022
Mariner buys $612 million Michigan RIA

The deal for Emerson Wealth, which is based in Bloomfield Hills, gives Mariner its second office in the Detroit area.

Survey finds 56% of affluent have charitable giving strategy
NEWS INDUSTRY NEWS MAY 17, 2022
Survey finds 56% of affluent have charitable giving strategy

BNY Mellon says most investors, particularly Gen X and millennials, want their adviser to understand their values.

Raymond James offers remote company administrative support
YOUR PRACTICE PRACTICE MANAGEMENT MAY 16, 2022
Raymond James offers remote company administrative support

The program offers independent branch owners turnkey administrative support from experienced branch associates.

The livin’ is not so easy in the new American summer
YOUR PRACTICE PRACTICE MANAGEMENT MAY 16, 2022
The livin’ is not so easy in the new American summer

The summer’s generally overcast economic and market climate probably presents the greatest challenge for many advisers and their clients.

Crypto and its place in 401(k) plans
THE INVESTMENTNEWS PODCAST MAY 16, 2022
Crypto and its place in 401(k) plans

Bruce Kelly sorts through the complicated pairing of crypto and 401(k)s with InvestmentNews' very own Mark Schoeff Jr. and Jennifer Gibbs Swets, partner and retirement plan consultant at DWC – The 401(k) Experts.

SEC obtains emergency relief against alleged Ponzi schemers
NEWS REGULATION AND LEGISLATION MAY 16, 2022
SEC obtains emergency relief against alleged Ponzi schemers

The defendants, including two who had been barred from the brokerage industry, pocketed more than $75 million.

GMO hires new head of ESG
YOUR PRACTICE PRACTICE MANAGEMENT MAY 16, 2022
GMO hires new head of ESG

Deborah Ng will lead and accelerate the firm’s ESG and sustainability-related initiatives.

What ebbing markets may mean for advisers
YOUR PRACTICE PRACTICE MANAGEMENT MAY 16, 2022
What ebbing markets may mean for advisers

Now is the time to make sure you are delivering true adviser value, and that your clients understand what that is.

Top 5 fintech solutions firms are adopting this year
YOUR PRACTICE FINTECH MAY 13, 2022
Top 5 fintech solutions firms are adopting this year

Here are the financial technology products gaining the most traction among advisers, based on the portion of firms that said they plan to add the solution in 2022.

Fidelity partners with Digital Assets Council on crypto education
INVESTING ALTERNATIVES MAY 12, 2022
Fidelity partners with Digital Assets Council on crypto education

Clients of Fidelity Institutional will get a discount on the cost of DACFP's Blockchain and Digital Assets certificate program.