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UK experience suggests small-business plan mandate works
RETIREMENT RETIREMENT PLANNING SEP 09, 2021
UK experience suggests small-business plan mandate works

Most employers find administration of a retirement plan to be ‘easy,’ and participation in retirement plans rises significantly.

Rocket Dollar IRA platform raises $8 million
RETIREMENT RETIREMENT PLANNING SEP 09, 2021
Rocket Dollar IRA platform raises $8 million

The Series A funding round aims to increase the use of alternatives such as real estate and private equities in retirement accounts.

Northwestern rep overseeing $380 million goes indie with LPL
NEWS BROKER DEALERS SEP 09, 2021
Northwestern rep overseeing $380 million goes indie with LPL

John Vande Bossche leads the six-person team in Anaheim, California, that includes his wife, son and daughter.

J.P. Morgan, AIG to offer annuity tool for 401(k) plans
RETIREMENT RETIREMENT PLANNING SEP 09, 2021
J.P. Morgan, AIG to offer annuity tool for 401(k) plans

SmartRetirement Plus will pair J.P. Morgan's target-date funds with AIG's IncomEdge Control annuity to meet the needs of plan participants who would like to receive regular monthly income in retirement.

Wells Fargo adviser managing $190 million joins Baird
YOUR PRACTICE PRACTICE MANAGEMENT SEP 08, 2021
Wells Fargo adviser managing $190 million joins Baird

Margaret Wilkin is joining a Baird office in Roseville, California.

Morningstar acquires Moorgate Benchmarks
NEWS INDUSTRY NEWS SEP 08, 2021
Morningstar acquires Moorgate Benchmarks

The deal for the London-based index firm expands Morningstar’s reach in Europe.

Britney Spears’ father files petition to end conservatorship
RETIREMENT RETIREMENT PLANNING SEP 08, 2021
Britney Spears’ father files petition to end conservatorship

The pop star’s attorney calls the court filing a ‘vindication’ of her efforts to regain independence.

Adviser managing $300 million at Morgan Stanley joins LPL
NEWS BROKER DEALERS SEP 08, 2021
Adviser managing $300 million at Morgan Stanley joins LPL

Francis Ciocari is affiliating with the firm through super OSJ Gladstone Wealth Partners and will be opening an office in Blue Bell, Pennsylvania.

Focus Financial takes stake in $2 billion RIA
NEWS RIAS SEP 02, 2021
Focus Financial takes stake in $2 billion RIA

Ancora Holdings, the parent of four firms, is based in Cleveland.

Lule Demmissie to head eToro Group in US
YOUR PRACTICE PRACTICE MANAGEMENT SEP 02, 2021
Lule Demmissie to head eToro Group in US

The executive is joining the online brokerage firm after heading Ally Invest.