Women are still more generous than men and became even more interested in philanthropy in 2020.
The four advisers in Salt Lake City, who operate as Williams & Townsend Wealth Management Partners, are joining the firm's employee unit.
AFI Wealth Strategies is based in Green Bay, Wisconsin, and serves 220 clients.
Advisers will be able to open most accounts in minutes, the company says.
The unit, now known as Wilmington Advisors @ M&T, has more than 180 financial advisers and runs on the platform of LPL Financial; it will target emerging affluent consumers.
Led by Tony Esses, the group based in Coral Gables, Florida, focuses on Argentinian investors.
The Maine Retirement Savings Program would allow private-sector workers to contribute to a Roth IRA from their paychecks. The bill has gone to Maine Gov. Janet Mills.
The six-adviser group led by Larry Boggs is forming Boggs & Co. Wealth Management in Cumberland, Maryland.
George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce's amazing Neal award. Recruiter Mindy Diamond talks about adviser movement, the wirehouses, compensation and why there aren't more female RIAs.
Digital assets are slowly being accepted by big financial firms, but given the critical role that 401(k)s play in building Americans’ retirement savings, the plans should be one of the last places to sign up for crypto.
