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InvestmentNews
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401(k) plan fees continued to decline in 2020
RETIREMENT RETIREMENT PLANNING MAR 09, 2021
401(k) plan fees continued to decline in 2020

A drop in investment fees led to the reduction in total plan costs.

Creative Planning spreads equity to employees
YOUR PRACTICE PRACTICE MANAGEMENT MAR 09, 2021
Creative Planning spreads equity to employees

Kansas-based registered investment advisory firm will give stakes to about 10% of its workforce.

Northwestern Mutual team managing $250 million goes indie
NEWS BROKER DEALERS MAR 08, 2021
Northwestern Mutual team managing $250 million goes indie

Vedder Group, a four-person team in Tallahassee, Florida, is using the services of Integrated Partners, with Fidelity as its custodian.

'Our research consisted of dime bags, back in the day.' Getting serious about cannabis investing and RIA roll-ups
THE INVESTMENTNEWS PODCAST MAR 08, 2021
'Our research consisted of dime bags, back in the day.' Getting serious about cannabis investing and RIA roll-ups

Nathan Parkins of Molei Financial & Fincap Advisers joins Jeff and Bruce to discuss the very real business of cannabis investing.

Best Places to Work firms navigate the lockdown
NEWS OPINION MAR 08, 2021
Best Places to Work firms navigate the lockdown

Some firms offered help with the cost of technology or other tools employees needed to make it easier to work from home, while others offered fitness distractions by moving weekly employee yoga classes online.

Wells Fargo team managing $400 million moves to UBS
YOUR PRACTICE PRACTICE MANAGEMENT MAR 05, 2021
Wells Fargo team managing $400 million moves to UBS

The father-and-son team at Dawson Wealth Management Group joins the wirehouse in San Diego.

Team managing $600 million at Merrill Lynch goes to Rockefeller
NEWS RIAS MAR 05, 2021
Team managing $600 million at Merrill Lynch goes to Rockefeller

A three-adviser, three-associate team is joining the firm in San Antonio.

New York Life to pay $10.9 million for annuity replacement violations
RETIREMENT RETIREMENT PLANNING MAR 05, 2021
New York Life to pay $10.9 million for annuity replacement violations

New York state says the insurer failed to adequately inform consumers about the differences between products.

Wells Fargo team managing $225 million moves to Baird
NEWS BROKER DEALERS MAR 04, 2021
Wells Fargo team managing $225 million moves to Baird

Doche Financial Consulting Group is based in Scottsdale, Arizona

Betterment signs 401(k) deal with HR platform Zenefits
RETIREMENT RETIREMENT PLANNING MAR 04, 2021
Betterment signs 401(k) deal with HR platform Zenefits

Zenefits will offer Betterment plans to the small and midsize businesses that use its platform.