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.
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.
For one advisory shop, the start of discussions about succession planning quickly led to deeper questions and, eventually, a major step forward for the firm and its staff.
The increase in gender and racial diversity among CFP professionals supports the board’s goal of increasing public access to competent and ethical financial planning.
Study findings suggest that communicating about Social Security’s online portal could improve retirement preparedness, especially for low-income employees.
The two organizations will partner with FSI member firms to create mentorship opportunities and career pathways for young people in underserved communities.
The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation...