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Wells Fargo team managing $450 million joins RBC
YOUR PRACTICE PRACTICE MANAGEMENT SEP 23, 2021
Wells Fargo team managing $450 million joins RBC

A group of three reps in Lincoln, Nebraska, makes the move.

JPMorgan buys college financial-planning platform Frank
YOUR PRACTICE FINTECH SEP 23, 2021
JPMorgan buys college financial-planning platform Frank

The platform offers a streamlined financial aid application process as well as online courses. The bank said the acquisition will help it build relationships with college students.

Female-led bank team managing $250 million goes to Raymond James
YOUR PRACTICE PRACTICE MANAGEMENT SEP 23, 2021
Female-led bank team managing $250 million goes to Raymond James

Peppi Talley and Jessica Hall are joining the firm’s employee unit in Birmingham, Alabama

James Lee is FPA’s 2022 president-elect
YOUR PRACTICE PRACTICE MANAGEMENT SEP 22, 2021
James Lee is FPA’s 2022 president-elect

Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.

TIAA participants waiting longer to retire
RETIREMENT RETIREMENT PLANNING SEP 22, 2021
TIAA participants waiting longer to retire

Required minimum distributions are becoming the de facto default distribution choice for retirees, TIAA data show.

Practice overseeing $700 million returns to LPL
NEWS BROKER DEALERS SEP 22, 2021
Practice overseeing $700 million returns to LPL

Wealth Advisory Services, a hybrid in Doylestown, Pennsylvania, had been affiliated with Raymond James for five years.

OneDigital offers retirement plan for small businesses
RETIREMENT RETIREMENT PLANNING SEP 22, 2021
OneDigital offers retirement plan for small businesses

The offering aimed at companies with 100 or fewer employees includes a financial wellness component.

Vanguard, Retirement Clearinghouse to offer automated plan transfers
RETIREMENT RETIREMENT PLANNING SEP 21, 2021
Vanguard, Retirement Clearinghouse to offer automated plan transfers

The service is designed to encourage retirement savings and discourage workers from cashing out 401(k)s when they change jobs.

HSA holders aren't maximizing accounts, EBRI says
RETIREMENT RETIREMENT PLANNING SEP 21, 2021
HSA holders aren't maximizing accounts, EBRI says

The research finds that funds in health savings accounts are being used for current expenses, rather than being invested for costs during retirement.

Focus Financial takes stake in Missouri RIA
NEWS RIAS SEP 21, 2021
Focus Financial takes stake in Missouri RIA

The Planned Approach, managing $266 million, is joining Buckingham Strategic Wealth, a St. Louis-based RIA in which Focus owns a majority stake.