The conference, which included five events held over seven months, was deemed the best virtual event series in 2020 by StreamGo.
Michael Topinka, Carl Boomhower and Daniel Tyburski set up shop in Wayne, New Jersey, as Topinka Financial.
The Insurance broker is buying Cleveland, Ohio-based Pension Solutions Inc., parent of AdviseMe National Advisors, which advises on about $1.1 billion in assets for 150 retirement plans.
The Labor Department has stepped up its audits of plans that have lost track of participants, and noted last month that in 2020 alone, investigators had helped reunite missing participants with plan benefits “with a present value in excess of $1.4 billion.”
Paul Schatz joins to explain the nuances of the Gamestop saga. There are reasons beyond just a Reddit group for the wild action, and Paul goes through all of it.
Pittsburgh-based PWA Wealth Management was founded in 2003 and advises individuals, small business owners and institutional clients.
Fresno, California-based SCF has 150 affiliated reps; once the deal closes, Atria will have more than 2,500 reps and nearly $95 billion in assets.
The deal for Florida-based Fulcrum Partners will expand the footprint of the giant insurance broker’s registered investment adviser.
Atlanta-based broker Tyler Delahunt had been discharged by the wirehouse over alleged outside investments.
Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania.
