Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
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.
According to the firms, the index builds on the concept that high-performing financial professionals measure their success by the impact they make on clients’ lives.
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.
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national retirement plan advisory shops.
A new study shows that most people working in regulatorily sensitive industries such as financial services are aware of the importance of cybersecurity and privacy policies, but employers should still shape their communications to include more practical tips.
The former Greenspring Advisors professional describes FiduciaryRx as a modern tech platform that empowers advisers to improve the ‘fiduciary wellness’ of their plan sponsor clients.
The new offering pairs advisers, who need support in a range of operational areas, with practice support professionals who are trained and employed by Commonwealth.
One expert attorney who works on Securities and Exchange Commission compliance issues says the regulator is feeling a growing sense of pressure to advance the Biden administration’s ambitious agenda as quickly as possible.
Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the intersection of financial wellness and retirement planning.
The tool aims to help financial professionals more easily grow, retain and engage their client bases.