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Team managing $270 million exits Janney for Merrill
NEWS WIREHOUSES NOV 21, 2022
Team managing $270 million exits Janney for Merrill

The two advisers are based in the firm’s Bala Cynwyd, Pennsylvania, office

OneDigital acquires Minnesota benefits firm
RETIREMENT RETIREMENT PLANNING NOV 21, 2022
OneDigital acquires Minnesota benefits firm

Brainerd-based Fiducia Benefits Group offers a full suite of employee benefits solutions specializing in large group, self-insured, and customized benefit plans.

Minnesotans managing $750 million join Commonwealth from Lincoln
NEWS BROKER DEALERS NOV 21, 2022
Minnesotans managing $750 million join Commonwealth from Lincoln

The five-adviser Ryan Financial Group has offices in Hibbing and White Bear Lake.

Why DEI is the future of finance, and what you can do about it
THE INVESTMENTNEWS PODCAST NOV 21, 2022
Why DEI is the future of finance, and what you can do about it

Jeff and Bruce are joined by Joanne Cleaver, diversity, equity and inclusion editor at InvestmentNews, who explains her work highlighting the many individuals and firms who have put in the DEI work at their businesses, including celebrating them at the Women to Watch event in New York City this month.

How and where alternative investments are captivating wealth management
INVESTING ALTERNATIVES NOV 21, 2022
How and where alternative investments are captivating wealth management

In a rare moment of symmetry, the suppliers of alternative strategies are seeing increasing demand from financial advisers.

Introducing the 2022 Women to Watch
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 21, 2022
Introducing the 2022 Women to Watch

This is what success looks like: 23 women financial advisers and industry executives who are advancing the financial advice profession on their own terms and 15 employers that have set a higher standard for women in their workforces and for women clients.

Fisher Investments manager to auction record-breaking homer ball
NEWS RIAS NOV 18, 2022
Fisher Investments manager to auction record-breaking homer ball

The bidding on the ball from Aaron Judge's record-breaking 62nd home run of the season will take place Nov. 29.

Morgan Stanley rep managing $430 million moves to Merrill
NEWS WIREHOUSES NOV 18, 2022
Morgan Stanley rep managing $430 million moves to Merrill

Nandi Gunning joins a trio of advisers managing $2.5 billion in San Francisco.

JPMorgan to give all new parents 16 weeks of leave
YOUR PRACTICE PRACTICE MANAGEMENT NOV 18, 2022
JPMorgan to give all new parents 16 weeks of leave

The firm will also increase employees' sick days and bereavement leave, according to an internal memo.

Study points out barriers to success of women advisers
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2022
Study points out barriers to success of women advisers

Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.