Sarasota-based Generations Wealth Planning is led by a father-and-son team, Rob and Kevin Lyons.
The Altamonte Springs, Florida-based team is using the services of Synergy Wealth Alliance, an OSJ affiliated with LPL.
Small plans still bear higher fees than large plans, according to a book that compiles data on retirement plans.
Arbor Wealth Management, which is based in Miramar Beach, will assume the Mariner name at the end of February.
ISS ESG Labels & Standards Solutions aims to help asset managers keep track of standards.
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
Through the first three quarters of 2021, only 1.2% stopped contributing to DC plans, ICI data finds.
The cryptocurrency platform agreed to settle allegations from the Securities and Exchange Commission and state securities regulators that it sold a crypto lending product that it hadn't registered with the SEC.
Just half of those eligible take advantage of voluntary benefits, survey finds.
The Orlando-based advisers will operate as Signature Wealth Partners and will serve high-net-worth individuals, pre-retirees and corporate executives.
