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Registration closes Oct. 1 for 2022 Best Places to Work for Financial Advisers
YOUR PRACTICE PRACTICE MANAGEMENT AUG 15, 2021
Registration closes Oct. 1 for 2022 Best Places to Work for Financial Advisers

Think your firm is an outstanding employer? Only a few days left to register and it could be highlighted in the 2022 InvestmentNews list.

Savant to acquire $321 million RIA firm
NEWS RIAS AUG 12, 2021
Savant to acquire $321 million RIA firm

The principals at Indiana-based Treybourne Wealth Planners will become Savant member owners.

Pass rate for July CFP exam steady at 62%
YOUR PRACTICE PRACTICE MANAGEMENT AUG 12, 2021
Pass rate for July CFP exam steady at 62%

The next exam, set for Nov. 2-9, will be offered both online and onsite.

Maryland securities chief to lead NASAA in 2021-22
YOUR PRACTICE PRACTICE MANAGEMENT AUG 12, 2021
Maryland securities chief to lead NASAA in 2021-22

Melanie Senter Lubin will start a one-year term as president of the North American Securities Administrators Association in September.

Oppenheimer adviser managing $550 million goes indie with LPL
NEWS BROKER DEALERS AUG 12, 2021
Oppenheimer adviser managing $550 million goes indie with LPL

Ken South and his team open Tower 68 Financial Advisors in Newport Beach, California.

Top RIAs by nondiscretionary AUM
NEWS INDUSTRY NEWS AUG 12, 2021
Top RIAs by nondiscretionary AUM

Here is a compilation of the rankings for top RIAs by nondiscretionary assets under management.

Mariner adds $500 million Pennsylvania RIA
NEWS RIAS AUG 11, 2021
Mariner adds $500 million Pennsylvania RIA

Commonwealth Advisory Group will be Mariner’s first office in Pittsburgh.

Hybrid managing $300 million moves to Arkadios
YOUR PRACTICE PRACTICE MANAGEMENT AUG 11, 2021
Hybrid managing $300 million moves to Arkadios

Personal Portfolio, based in Redwood City, California, previously was affiliated with Investment Architects.

Market risk, longevity still worry plan participants
RETIREMENT RETIREMENT PLANNING AUG 10, 2021
Market risk, longevity still worry plan participants

About 40% of retirement plan participants say they're unsure how to make their money last, an American Century study finds.

DPL and tech firm launch online insurance marketplace
RETIREMENT RETIREMENT PLANNING AUG 10, 2021
DPL and tech firm launch online insurance marketplace

The platform, called the SS&C Advent Insurance Marketplace, allows advisers to access a range of fee-only products through Black Diamond Wealth Platform and DPL's proprietary Product Discovery tools.