Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3 RIA deal report.
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says.
Experienced retirement plan advisers know the Securities and Exchange Commission is a critical regulator for their industry. In September, we’ll sit down with the SEC for a discussion about the Commission's many concurrent priorities.
Mirroring the private sector, employee separations are elevated across state and local government employers.
Achieving a sense of short-term financial wellness is hard enough during times of market growth and economic stability, but the challenge only deepens when inflation and interest rates jump.
Given CSi’s more than 50 years in practice and integrated third-party administration business, its acquisition by HUB International shows how even the most well-established retirement advisory shops see good reasons to consolidate.
Mike Harris, chair of retirement studies at the College for Financial Planning and a 1982 graduate of the U.S. Air Force Academy, will lead the program.
Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected to shift into the hands of U.S. women over the next five years.
The book seeks to help advisory professionals understand the psychology of financial planning, and its publication coincides with the first time the topic of psychology factored into the CFP exam.
New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats.