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Florida team managing $325 million joins Raymond James
NEWS BROKER DEALERS JAN 18, 2022
Florida team managing $325 million joins Raymond James

The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.

SageView to acquire $900 million portfolio from Capital One
RETIREMENT RETIREMENT PLANNING JAN 18, 2022
SageView to acquire $900 million portfolio from Capital One

Giant Virginia bank’s RIA arm will shed operations as well as assets.

Hybrid advising on $300 million switches to Arkadios from Triad
NEWS RIAS JAN 18, 2022
Hybrid advising on $300 million switches to Arkadios from Triad

A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.

The work-from-home dilemma and the lack of diversity in conference agendas
THE INVESTMENTNEWS PODCAST JAN 18, 2022
The work-from-home dilemma and the lack of diversity in conference agendas

Bruce and Jeff tackle big industry issues with Brian Hart from KPMG, including when and how employees are expected to return to the office, and talk to Sonya Dreizler of Choir, a trailblazer in setting new industry standards for diversity at big conferences.

Father-daughter Morgan Stanley team managing $250 million goes indie
NEWS BROKER DEALERS JAN 18, 2022
Father-daughter Morgan Stanley team managing $250 million goes indie

John and Jennifer Tarantino affiliate with LPL Financial in Florham Park, New Jersey.

RBC adds 4 advisers who manage $1 billion in assets
NEWS ADVISOR MOVES JAN 14, 2022
RBC adds 4 advisers who manage $1 billion in assets

The Florida-based advisers are joining the firm from Truist.

Volatility, Covid and inflation worry Americans, survey finds
RETIREMENT RETIREMENT PLANNING JAN 14, 2022
Volatility, Covid and inflation worry Americans, survey finds

Three-quarters fear new Covid variant could cause a recession.

Captrust acquires $107 billion competitor
RETIREMENT RETIREMENT PLANNING JAN 14, 2022
Captrust acquires $107 billion competitor

The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.

OneDigital acquires $406 million advisory firm
RETIREMENT RETIREMENT PLANNING JAN 13, 2022
OneDigital acquires $406 million advisory firm

Retirement plan consultant Gouldin & McCarthy is based in Basking Ridge, New Jersey.

Fidelity added $90 billion in DC plan assets in 2021
RETIREMENT RETIREMENT PLANNING JAN 13, 2022
Fidelity added $90 billion in DC plan assets in 2021

The fund giant says it also added $20 billion in defined-benefit assets last year.