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NAPA launches ESG certificate program
RETIREMENT RETIREMENT PLANNING JUL 14, 2021
NAPA launches ESG certificate program

The training is designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.

Fidelity expands target allocation offerings
NEWS INDUSTRY NEWS JUL 14, 2021
Fidelity expands target allocation offerings

The asset manager has added four allocation mixes to its target allocation portfolios.

Vanguard to acquire Just Invest and offer direct indexing
NEWS INDUSTRY NEWS JUL 13, 2021
Vanguard to acquire Just Invest and offer direct indexing

The asset manager said the direct indexing tools it will offer after the acquisition will build on a pilot program it has been offering to RIA clients that's powered by Just Invest.

Empower’s adviser managed accounts top $1.5 billion
RETIREMENT RETIREMENT PLANNING JUL 13, 2021
Empower’s adviser managed accounts top $1.5 billion

The retirement plan provider created its managed account program in 2019.

Trading in 401(k) accounts at historic lows
RETIREMENT RETIREMENT PLANNING JUL 13, 2021
Trading in 401(k) accounts at historic lows

More money flowed to equities than fixed income in the second quarter, according to data compiled by Alight Solutions.

Kara Murphy's new Kestra role and Blair DuQuesnay on Britney Spears
THE INVESTMENTNEWS PODCAST JUL 12, 2021
Kara Murphy's new Kestra role and Blair DuQuesnay on Britney Spears

Kara Murphy, formerly of United Capital and Goldman, joins to talk about her new role as chief investment officer at Kestra. Blair DuQuesnay of Ritholtz discusses the takeaways from Britney Spears' public plea to end her 13-year conservatorship.

Wells Fargo reps managing $1 billion move to Raymond James
NEWS BROKER DEALERS JUL 12, 2021
Wells Fargo reps managing $1 billion move to Raymond James

Orlando Garcia and Miguel Viyella join the firm's employee unit in Coral Gables, Florida.

Ameriprise team managing $420 million moves to LPL
NEWS BROKER DEALERS JUL 12, 2021
Ameriprise team managing $420 million moves to LPL

Four-adviser Pacstar Financial Group is based in Honolulu and has three other offices in Hawaii.

Have valuations for RIA firms risen too much?
NEWS RIAS JUL 12, 2021
Have valuations for RIA firms risen too much?

Buyers are convinced they are acquiring businesses that are well-positioned to grow organically over the next several decades no matter what happens in the economy or markets.

Principal partners with Edelman Financial Engines to offer participant advice
RETIREMENT RETIREMENT PLANNING JUL 09, 2021
Principal partners with Edelman Financial Engines to offer participant advice

Employees of select large client plans can use an array of tools and speak with an adviser.