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Duo managing $975 million at Truist moves to Raymond James
NEWS BROKER DEALERS JUN 10, 2021
Duo managing $975 million at Truist moves to Raymond James

John Gill and Bryan Horner will join the firm's employee unit in Virginia Beach, Virginia.

Northwestern Mutual team managing $420 million joins LPL
NEWS BROKER DEALERS JUN 10, 2021
Northwestern Mutual team managing $420 million joins LPL

The four-adviser group in Atlanta will open an office for OSJ Bleakley Financial Group.

InvestmentNews wins prestigious Neal Award for business journalism
NEWS INDUSTRY NEWS JUN 10, 2021
InvestmentNews wins prestigious Neal Award for business journalism

Bruce Kelly’s ‘On Advice’ column nabs the prize in the Best Commentary/Blog category.

Pritzker takes minority stake in Steward Partners
NEWS INDUSTRY NEWS JUN 09, 2021
Pritzker takes minority stake in Steward Partners

The merchant bank's $100 million investment will give Pritzker two seats on Steward's board.

Duo managing $155M go indie with LPL
NEWS BROKER DEALERS JUN 09, 2021
Duo managing $155M go indie with LPL

Mike Fuller and Rob Barber in Arroyo Grande, California, are leaving Raymond James and affiliating with LPL through OSJ Perennial Financial Services.

Younger insurance buyers regret Covid panic purchases
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 09, 2021
Younger insurance buyers regret Covid panic purchases

Many who rushed to purchase life insurance policies amid the pandemic are now cancelling their coverage, a survey shows.

Pershing to offer managed accounts platform to all
NEWS RIAS JUN 08, 2021
Pershing to offer managed accounts platform to all

Firms can choose to outsource their managed accounts technology as well as their investment advisory solutions, or a combination of both, according to the firm.

FPA launches second virtual externship program
YOUR PRACTICE PRACTICE MANAGEMENT JUN 07, 2021
FPA launches second virtual externship program

More than 900 students, career changers and current practitioners are enrolled in the eight-week program.

Aon to sell U.S. retirement business
RETIREMENT RETIREMENT PLANNING JUN 07, 2021
Aon to sell U.S. retirement business

Aquiline is buying the unit, while Alight Solutions is buying Aon's Retiree Health Exchange business. The sales are aimed at winning government approval for Aon's merger with Willis Towers Watson.

Blanchett leaves Morningstar to head retirement research at QMA
RETIREMENT RETIREMENT PLANNING JUN 07, 2021
Blanchett leaves Morningstar to head retirement research at QMA

His role will involve positioning Prudential’s investment arm for the retirement income challenge.