Guaranteed Income Direct is integrated into Fidelity’s employee benefits portal and offers workers immediate income annuities at institutional pricing from the insurance company of their choice.
Louis Barajas, Terri Kallsen, Peter Rohr and Martin Seay are joining the 17-person board.
The partnership will be first multistate auto-IRA program in the country.
FARE, a partnership between financial services firms and associations and historically Black colleges and universities, plans to fund a scholarship next year to help people of color earn the CFP designation.
The woman-led management team retains a majority stake in the firm, while investor Abry Partners is exiting.
The firm is also taking an equity stake in BondNav's operator, InspereX.
New York’s Kuttin Wealth has attracted a large team from 1879 Advisors and another adviser from Cadaret Grant.
Eric Kittner, CEO and chairman of Moneta, talks with Jeff and Bruce about the recent trend of wirehouses trying to make inroads in the RIA space, particularly JPMorgan. Christopher Franz and Alec Lucas chat about what to expect in capital gains taxes this year.
Seven industry notables offer their views on what the financial advice business will look like in coming years.
The tool, Prospect Accelerator, covers areas including tax, estate and insurance opportunities.
