Industry Changes Reflected in NFP Business Realignment
The firm says its personnel changes will help it meet clients “wherever they are” and address the needs of plan sponsors, family offices and high-net-worth individuals equally.
The firm says its personnel changes will help it meet clients “wherever they are” and address the needs of plan sponsors, family offices and high-net-worth individuals equally.
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.
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.
Prime Capital Investment Advisors will acquire another personal wealth-focused firm, in Financial Network Limited, after previously acquiring Sphere Wealth Management in April.
This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’ collective growth.
The new Gallagher Money Coaching program is focused on promoting financial well-being and resiliency through personalized coaching.
A Morningstar panel discussed how Black investors can build wealth and how financial professionals can help them.
The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one generation to the next.
It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is foundational to building an effective financial plan.
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning.