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Creative Planning adds $600 million RIA
NEWS INDUSTRY NEWS FEB 02, 2022
Creative Planning adds $600 million RIA

Paradigm Financial Advisors will become the core of a St. Louis ‘hub’ that will provide estate planning, tax planning and tax preparation services.

Hub acquires assets of West Coast RIA
NEWS RIAS FEB 02, 2022
Hub acquires assets of West Coast RIA

Kornerstone, based in Chico, California, manages $560 million.

Voicing community: The InvestmentNews 2022 DEI Awards
YOUR PRACTICE PRACTICE MANAGEMENT FEB 02, 2022
Voicing community: The InvestmentNews 2022 DEI Awards

Fresh points of view open new arenas for growth throughout the financial advice community. Learn more about those putting their perspectives into practice at this year’s InvestmentNews Diversity, Equity & Inclusion Awards.

Hightower takes stake in business management firm
NEWS INDUSTRY NEWS FEB 01, 2022
Hightower takes stake in business management firm

Los Angeles-based Grant Tani Barash & Altman provides clients with personal chief financial officer services.

Raymond James nabs team managing $350 million
NEWS ADVISOR MOVES FEB 01, 2022
Raymond James nabs team managing $350 million

BBVA trio switches to SmartBank unit affiliated with firm’s bank channel.

Billion-dollar Truist group moves to RBC
NEWS INDUSTRY NEWS JAN 31, 2022
Billion-dollar Truist group moves to RBC

The team of five advisers and three staff members is joining the firm's office in Richmond, Virginia.

Georgia court refuses to dismiss 401(k) suit, citing SCOTUS Northwestern decision
RETIREMENT RETIREMENT PLANNING JAN 31, 2022
Georgia court refuses to dismiss 401(k) suit, citing SCOTUS Northwestern decision

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.

Who most wants to work with an adviser? Millennials
YOUR PRACTICE PRACTICE MANAGEMENT JAN 31, 2022
Who most wants to work with an adviser? Millennials

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 INVESTMENTNEWS PODCAST JAN 31, 2022
Navigating volatile markets with Blair duQuesnay

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.

CFP Board increased number of scholarships 67% in 2021
YOUR PRACTICE PRACTICE MANAGEMENT JAN 28, 2022
CFP Board increased number of scholarships 67% in 2021

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.