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InvestmentNews
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Assets in health savings accounts grew 25% in 2020
RETIREMENT RETIREMENT PLANNING MAR 03, 2021
Assets in health savings accounts grew 25% in 2020

HSAs now hold more than $82 billion in assets, Devenir survey finds.

Voya adds emergency savings accounts
RETIREMENT RETIREMENT PLANNING MAR 03, 2021
Voya adds emergency savings accounts

The out-of-plan solution can be added to workplace offerings.

Internet scams are top threat to investors, NASAA says
NEWS REGULATION AND LEGISLATION MAR 03, 2021
Internet scams are top threat to investors, NASAA says

Precious metals, cryptocurrencies and promissory notes are fraudster favorites in 2021, a survey of enforcement officials finds.

Northwestern Mutual team managing $400 million goes indie
NEWS RIAS MAR 03, 2021
Northwestern Mutual team managing $400 million goes indie

Unique Wealth in St. Petersburg, Florida, has affiliated with Dynasty Financial Partners and will use Pershing as its custodian.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 03, 2021
Outstanding Practices: Arnerich Massena

The Portland, Oregon-based firm’s internal initiatives include firm-wide training and professionally facilitated conversations among employees; a robust library of educational materials; and a channel on its internal network for sharing recommendations about films, books, recipes and cultural experiences.

Focus Financial acquires $675 million RIA
NEWS INDUSTRY NEWS MAR 02, 2021
Focus Financial acquires $675 million RIA

Atlanta-based Rollins Financial, founded in 1990, joins the partnership.

Wealth Enhancement Group acquires $1.75 billion RIA
NEWS INDUSTRY NEWS MAR 02, 2021
Wealth Enhancement Group acquires $1.75 billion RIA

Boston-based North American Management has nine advisers.

Merrill Lynch team managing $1.25 billion goes indie
YOUR PRACTICE PRACTICE MANAGEMENT MAR 02, 2021
Merrill Lynch team managing $1.25 billion goes indie

Amplius Wealth Advisors in Blue Bell, Pennsylvania, affiliates with Dynasty Financial Partners.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 02, 2021
Diversity Champions: SEI

The firm has two programs designed to move the needle on diversity, equity and inclusion — its Female Advisor Community and its Neurodiversity@Work program.

Pathstone acquires $1.1 billion RIA
INVESTING ESG MAR 02, 2021
Pathstone acquires $1.1 billion RIA

New York-based Cornerstone Capital Group specializes in sustainable investing.