Epstein Financial is based in East Longmeadow and manages 70 retirement plans with $400 million in assets.
The trio of advisers operates as Compass Wealth Solutions and is based in Portland, Indiana.
The goal is to help plan sponsors assess the possibilities more strategically
The exchange-traded fund tracks an index of U.S. large-cap companies that have a commitment to LGBTQ diversity and inclusion.
James Couture was discharged by LPL in June 2020 and barred by Finra last October.
The six-person team is leaving J.P. Morgan Private Bank in San Francisco.
Once-a-year withdrawals from retirement plans or IRAs would have to be paid back before additional borrowing could occur.
St. Petersburg, Florida-based ARS Wealth Advisors has $704 million in assets under management.
If the governor signs the bill, the state's six public pension funds would be prohibited from investing in financial products that boycott energy companies.
The Employee Benefits Security Administration gives the firm a green light to oversee retirement plan assets despite its 1MDB misdeeds
