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Team managing $250 million at Edward Jones joins Raymond James
NEWS ADVISOR MOVES AUG 30, 2022
Team managing $250 million at Edward Jones joins Raymond James

Samuel Bates, Darin Frandsen and Adam Fluckiger set up shop at North Rim Financial Group in Saint George, Utah.

Wealthspire funds four scholarships to encourage CFP diversity
NEWS RIAS AUG 30, 2022
Wealthspire funds four scholarships to encourage CFP diversity

The New York-based RIA will provide four awards per year of up to $5,000 per student for individuals pursuing their CFP certification.

Allworth acquires two firms, adding $640 million in AUM
NEWS INDUSTRY NEWS AUG 29, 2022
Allworth acquires two firms, adding $640 million in AUM

Second Opinion Partners and Muchler Financial Services are folded into the firm.

NAPFA teams with FP Transitions to offer succession planning help
YOUR PRACTICE PRACTICE MANAGEMENT AUG 29, 2022
NAPFA teams with FP Transitions to offer succession planning help

The custom program will provide the group's fee-only planners with counseling and matching, including an annual valuation and an annual continuity plan.

The anti-woke response to ESG
THE INVESTMENTNEWS PODCAST AUG 29, 2022
The anti-woke response to ESG

Bruce is joined by Mark Schoeff Jr., senior reporter at InvestmentNews, and Emile Hallez, US News Editor for ESG Clarity, to discuss current ESG news, including the pushback from states like Texas and Florida, which have adopted an anti-woke approach to ESG.

Top retirement providers ranked on digital experience
RETIREMENT RETIREMENT PLANNING AUG 27, 2022
Top retirement providers ranked on digital experience

As the market sell-off erodes investors’ savings, they’re becoming more critical of the platforms provided by their retirement plans.

Bank platform managing $2.6 billion moves to LPL
NEWS BROKER DEALERS AUG 26, 2022
Bank platform managing $2.6 billion moves to LPL

The assets of the People’s United Bank's retail brokerage and advisory business are joining those of its new parent, M&T Bank, at LPL.

Hub unit launches financial wellness service
RETIREMENT RETIREMENT PLANNING AUG 25, 2022
Hub unit launches financial wellness service

Companies can use Hub FinPath to give their workers access to financial coaches as well as online tools.

Wells Fargo adviser managing $220 million goes indie with Steward Partners
NEWS WIREHOUSES AUG 25, 2022
Wells Fargo adviser managing $220 million goes indie with Steward Partners

Thomas Barr will operate his firm, Barr Wealth Management, from Steward's New York City offices.

Merit acquires $830 million Wisconsin team
RETIREMENT RETIREMENT PLANNING AUG 25, 2022
Merit acquires $830 million Wisconsin team

Mersberger Financial Group will form the base of Merit’s new retirement plan business.