Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, talks about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them.
Participants allege the plan allowed Alight Solutions to charge too much for record keeping.
Abound Credit Union was formerly affiliated with CUNA Brokerage Services.
A MetLife study finds the money was gone after 5½ years for 34% who took a lump-sum payment.
AFS Advisors is a Suwanee, Georgia-based registered investment adviser.
A solo adviser, along with seven staff members, runs the First Community Credit Union program in Houston, which had been affiliated with CUNA Brokerage Services.
The Ohio-based RIA's total ownership share in BWM rises to 33% after its initial investment two years ago.
The investment will help Truvestments share its Demogronomics model for investment management and client engagement on a larger scale.
Jennifer Main joins Raymond James & Associates – the firm's employee advisory channel in Oskaloosa, Iowa.
A solo adviser joined the firm in Yakima, Washington, and a duo signed on in Durango, Colorado.
