The sixth annual recognition program aims to tell the stories of individuals and firms that implement and advocate for diversity and inclusion within the financial advisory industry.
Vancouver, Washington-based advisors Eric Fenton and Rodney Wangler founded their firm in 2001.
While a new DOL rule OKs considering ESG factors in selecting investments for 401(k)s, it may take more than that to get large employers to change their offerings.
The deal will enhance Cerity’s ‘workplace financial planning offering,’ according to a statement.
Franklin Templeton municipal bond strategist Lloyd Nemerever sits down with InvestmentNews anchor Gregg Greenberg to explain why municipal bond returns are poised to rebound in 2023 after a historically poor performance last year.
RedRock Financial & Insurance Services is based in Chico.
Moisand will guide the organization as it launches its first-ever comprehensive review of CFP Board's competency standards
Bryan Cernicek, who leads the Cernicek wealth management team, is joining the firm’s employee advisor channel in St. Louis.
The Fidelity Private Credit Fund will be available to individual investors and distributed through financial advisors.
The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.
