InvestmentNews

InvestmentNews
Displaying 3990 results
Low-cost VA for RIAs introduced by RetireOne and Protective
NEWS RIAS OCT 08, 2020
Low-cost VA for RIAs introduced by RetireOne and Protective

The variable annuity product has mortality and expense fees of 30 basis points

Wealth Enhancement Group acquires $923 million RIA
NEWS RIAS OCT 08, 2020
Wealth Enhancement Group acquires $923 million RIA

10-15 Associates adds three offices to the firm's footprint in metro New York

Dynasty is closing 25-person office in New York
NEWS RIAS OCT 08, 2020
Dynasty is closing 25-person office in New York

Firm is consolidating its operations in St. Petersburg, Florida

Majority of Americans flunk financial literacy test
YOUR PRACTICE PRACTICE MANAGEMENT OCT 07, 2020
Majority of Americans flunk financial literacy test

Just 43% passed an eight-question quiz from a financial education group

Iowa credit union’s $350 million investment unit switches to LPL
NEWS BROKER DEALERS OCT 07, 2020
Iowa credit union’s $350 million investment unit switches to LPL

Advisers at Cedar Rapids-based GreenState Credit Union were formerly with Cambridge and Royal Alliance

UBS team managing $300 million goes RIA
NEWS RIAS OCT 06, 2020
UBS team managing $300 million goes RIA

Patron Partners, led by Stephen Caton and Rick Figueroa, sets up shop in Houston

Stress relief coming? 70% of Americans don’t see it soon
RETIREMENT RETIREMENT PLANNING OCT 06, 2020
Stress relief coming? 70% of Americans don’t see it soon

Fidelity survey finds a jump in planning, greater appreciation for family and friends

RBC nabs Morgan Stanley team managing $625 million
YOUR PRACTICE PRACTICE MANAGEMENT OCT 05, 2020
RBC nabs Morgan Stanley team managing $625 million

Special needs are a focus of the nine-person Martin Wealth Management in Princeton, New Jersey

Hybrid managing $200 million switches to LPL from Avantax
NEWS BROKER DEALERS OCT 05, 2020
Hybrid managing $200 million switches to LPL from Avantax

Reason Financial in San Diego will use Merit Financial for RIA services

Shining stars who find the time to help others
NEWS OPINION OCT 05, 2020
Shining stars who find the time to help others

Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely