Red Hook Management was a crosstown rival; both Simon Quick and Red Hook are based in Morristown, New Jersey.
Gallagher Retirement Plan Consulting, which is based in Elmhurt, Illinois, had previously been affiliated with Kestra.
Keith Haller, Cory Shepard, who set up shop in Kirkland, Washington, are joining the firm’s independent adviser channel.
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.
Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.
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.
The Morris Jerkovich Group is based in Bedminster, New Jersey.
The company will use the capital to deepen its offerings and product solutions, and help women reach their money goals.
Gary Edmonds, Andy Chang are joining the firm's Linsco employee-broker unit in Washington, DC.
