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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.

Wells Fargo rep managing $200 million joins Ray Jay
NEWS WIREHOUSES SEP 21, 2021
Wells Fargo rep managing $200 million joins Ray Jay

Alberto Sisso is moving to Raymond James' employee unit in Fort Lauderdale, Florida.

Tiedemann Group, Alvarium to merge via a SPAC
NEWS RIAS SEP 21, 2021
Tiedemann Group, Alvarium to merge via a SPAC

The two firms will use the SPAC, Cartesian Growth Corp., to form Alvarium Tiedemann Holdings.

AssetMark launches pooled employer plan
RETIREMENT RETIREMENT PLANNING SEP 20, 2021
AssetMark launches pooled employer plan

The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets

Morningstar's in-person conference should rate highly and the American Century conspiracy
THE INVESTMENTNEWS PODCAST SEP 20, 2021
Morningstar's in-person conference should rate highly and the American Century conspiracy

Leslie Marshall of Morningstar joins to discuss the company's upcoming conference, which is the final large in-person conference still standing. Bruce and Jeff also go through the recent American Century conspiracy theory.

Joanna Rotenberg to head Fidelity’s personal investing division
YOUR PRACTICE PRACTICE MANAGEMENT SEP 20, 2021
Joanna Rotenberg to head Fidelity’s personal investing division

The wealth management chief at BMO Financial will succeed Kathy Murphy, who plans to step down before the end of the year.

Team managing $800 million at BMO joins Crewe Advisors
NEWS RIAS SEP 20, 2021
Team managing $800 million at BMO joins Crewe Advisors

The deal gives Salt Lake City-based Crewe entry into the Scottdale, Arizona, market.

MAI buys $390 million Maryland-based RIA
NEWS RIAS SEP 20, 2021
MAI buys $390 million Maryland-based RIA

Geier Asset Management does business as Winpoint Financial and, like MAI, it specializes in serving professional athletes.