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Think financial literacy was low? It’s gotten lower
NEWS INDUSTRY NEWS APR 13, 2022
Think financial literacy was low? It’s gotten lower

An annual survey from TIAA Institute finds that 23% of adults couldn’t even get seven out of 28 questions right.

Fidelity adds two ETFs focusing on crypto, metaverse
INVESTING ALTERNATIVES APR 12, 2022
Fidelity adds two ETFs focusing on crypto, metaverse

One of the funds will track the digital payments industry, and the other will focus on companies tied to emerging virtual worlds.

Guideline offers managed SEP IRA
NEWS INDUSTRY NEWS APR 12, 2022
Guideline offers managed SEP IRA

The fintech is adding the product to its lineup of 401(k) and personal individual retirement account offerings.

Simon Quick acquires $420 million RIA
NEWS RIAS APR 12, 2022
Simon Quick acquires $420 million RIA

Red Hook Management was a crosstown rival; both Simon Quick and Red Hook are based in Morristown, New Jersey.

Large retirement plan consultant switches to Triad
RETIREMENT RETIREMENT PLANNING APR 12, 2022
Large retirement plan consultant switches to Triad

Gallagher Retirement Plan Consulting, which is based in Elmhurt, Illinois, had previously been affiliated with Kestra.

Talking Ronsense, Burt White, and more with Ron Carson
THE INVESTMENTNEWS PODCAST APR 11, 2022
Talking Ronsense, Burt White, and more with Ron Carson

Edward Jones duo managing $327 million go indie with Raymond James
NEWS ADVISOR MOVES APR 11, 2022
Edward Jones duo managing $327 million go indie with Raymond James

Keith Haller, Cory Shepard, who set up shop in Kirkland, Washington, are joining the firm’s independent adviser channel.

10 IBDs with the most annuity revenue
NEWS BROKER DEALERS APR 11, 2022
10 IBDs with the most annuity revenue

In 2021, annuity sales hit their highest level since the financial crisis. Here are the firms that took in the most annuity revenue last year.

Capital Group, Morningstar offer personalized TDFs
RETIREMENT RETIREMENT PLANNING APR 08, 2022
Capital Group, Morningstar offer personalized TDFs

Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.

Hightower receives charter for trust company
RETIREMENT RETIREMENT PLANNING APR 08, 2022
Hightower receives charter for trust company

Hightower National Trust Co. is part of the firm's effort to offer a range of family office services to its high-net-worth and ultra-high-net-worth clients.