Morningstar’s ranking of health savings accounts factors in menu design, the quality of the investments offered, the cost to investors and the investment threshold.
Bruce and Dawn Cramer of Cramer Capital Management in Kansas City, Missouri, make return trip to the firm after eight years.
Amy Bush establishes Sage Investment Advice in Ingram, Texas, and joins the firm’s independent adviser channel.
Ceponis Financial Group and Brook Wealth Management are both based in Fairfield County.
Up to 16 awards, with up to $10,000 to be awarded per student, will be given each year, CFP Board says.
Highland Private Wealth Management in Bellevue, Washington, has 18 employees, including five advisers.
The executive, who had been senior adviser to Finra CEO Robert Cook, will spearhead regulatory integration.
Anthony Mona and Joseph Mansoor make the switch in Birmingham, Michigan, through OSJ Spartan Wealth Management.
The RIA specializing in public-sector retirement plans is working with Stadion on participant-level personalization and using EPIC's record-keeping platform.
Gregory Lindberg and Christopher Herwig allegedly misappropriated $57 million in client funds, while their firm collected more than $21.4 million in advisory fees in connection with these schemes.
