Roughly 86% of last year's net inflows went into collective investment trusts, which now hold 45% of total TDF assets.
Four-adviser Stonebridge Financial Planning Group, which is based in Orlando, Florida, specializes in working with women in transition.
Chris Georgopoulos joins in West Palm Beach, Florida, and Thomas McKeown joins in Chicago.
See the payout grids for 49 IBDs, based on data the firms provided to InvestmentNews Research.
The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers.
The father-and-son team of David and Mitch Vallie is based in Grand Blanc, Michigan.
Burlingame, California-based Emery Howard serves Silicon Valley
WhiteStone Wealth Management Management is based in San Antonio, Texas.
Bruce and Jeff talk with Emile Hallez, US news editor at ESG Clarity, who has done the work of reading through the SEC's proposal. Listen in for a breakdown of the proposal, which will affect how public companies and some private companies report about their impact on the environment.
Samuel Martin has set up his own firm, SJ Martin Wealth Management, in Beaufort, South Carolina.
