The cryptocurrency and cryptoasset strategies will offer direct ownership, low minimums, and portfolio reporting integration.
Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population.
The Sallus pooled employer 401(k) plan is aimed at small to midsize businesses.
Study finds 95% of retirement plan participants made no changes to investments in year’s first half.
Transamerica will serve as the plan's record keeper and Ascensus' FuturePlan will be the third-party administrator.
The firm's former CEO, Laurence Allen, is barred and its current CEO, Michael Schunk, is suspended.
The foundation, which recognizes the community-minded efforts of financial advisers, will donate a total of $275,000 to the charities with which the honoree volunteers work.
An Allianz survey finds that African Americans, Hispanics, Asians and Asian Americans all saw a decline in the portion consulting with a financial professional in 2022.
Cincinnati-based Bohmer Kilcoyne Wealth Management manages $677 million.
The bookkeeping service, which aims to boost advisers' efficiency and productivity, follows LPL's offering earlier this year of a paraplanner service.
