Memphis-based Gerber Taylor Capital Advisors oversees $13.8 billion in assets.
The 12-city tour was postponed last year because of the Covid-19 pandemic.
Three advisers who operate as West End Advisory in St. Louis make the move.
A Fidelity survey shows sponsors also want lower fees, more retirement expertise and a better investment lineup.
Miami-based Green Grove Wealth Management is affiliating with Insigneo.
Former Voya, Nuveen exec Mike De Feo will head the company’s new business line.
The pandemic has created concerns about retirement security among millennials and Gen Xers.
Two of the advisers came from VCB Financial Group and one joined from Merrill Lynch.
The $3 billion Baltimore-area firm says it will use the funds to invest in its platform, expand its team and develop a national footprint through M&A.
Dollar giving was up 13% in fiscal 2021, while the number of grants rose 24%.
