The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
Senate Bill 2045 aims to require state private employers to provide a workplace retirement plan, with provisions for a state auto-IRA program.
Cerulli research finds two-fifths of self-directed investors are willing to pay for human advice, opening opportunities for providers.
Focused on wealth and benefits planning for medical professionals, the NFP affiliate’s latest acquisition vaults it past the $3.5B mark.
The RIA aggregator is prioritizing strategic growth and operational efficiency with critical appointments, including veterans from Morgan Stanley and Goldman Sachs.
The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.
The firm has also welcomed a new market leader to its Pacific Northwest division, as well as a New York-based advisor focused on LGBTQ clients.
The broker-dealer behemoth has added the former Corebridge Financial advisor, who’s launching his own comprehensive planning practice.
The fintech provider’s new tool is designed to help advisors identify high-impact marketing strategies and find more engaged prospects.
Analysts at Bank of America would “not be surprised” if Citigroup were to explore “strategic alternatives” as part of its turnaround effort.
