Los Angeles-based Grant Tani Barash & Altman provides clients with personal chief financial officer services.
BBVA trio switches to SmartBank unit affiliated with firm’s bank channel.
The team of five advisers and three staff members is joining the firm's office in Richmond, Virginia.
The case filed against the Columbus Regional Health System cited breaches similar to those alleged in the Northwestern case, such as offering retail share classes of mutual funds instead of lower-cost institutional shares.
Millennials are the most optimistic generation, with nearly half saying their quality of life is better or much better over the previous year, study finds.
The markets have been on a wild ride so far this year. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on current markets.
The board's Center for Financial Planning provided more than $300,000 in scholarships last year, up from the more than $200,000 it awarded in 2020.
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
Fund firm will use tools to increase personalization of its retirement accounts.
HM Capital Management adds $5.5 billion in assets under advisement.
