SageView Advisory Group, a Newport Beach, California-based registered investment advisory firm specializing in retirement plans and overseeing about $134 billion in assets, has acquired the retirement plan services practice of Arnerich Massena, an advisory firm in Portland, Oregon.
As part of the move, Luka Arnerich, who had spent 8 years at Arnerich Massena, will join SageView as a retirement plan consultant.
The sale will allow Arnerich Massena to concentrate on private wealth management, endowments and foundations, Bryan Shipley, the firm's Co-CEO and chief investment officer, said in a press release.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
