Allworth extends California footprint with Del Monte Group deal
The national RIA’s latest acquisition adds another $220M to its roughly $22B wealth enterprise.
Future Capital helps advisors break the 401(k) planning barrier
The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.
For two-fifths of Gen X, retiring securely will take a “miracle”
Survey finds North American Gen Xers feel alone on their path to retirement readiness amid worries of public debt, healthcare costs, and inflation.
NewEdge Advisors swipes $540M team from Carson
The New Orleans-based RIA has welcomed a 20-year-old independent wealth planning practice in Michigan.
SEC bars advisor who used senior clients’ cash for secret options trading
The ex-Merrill Lynch, Fifth Third advisor concealed his activities by telling clients to put $683k in a shell company, according to a complaint.
RBC lands $915M team from Truist
With more than six decades of experience combined, the multigenerational team expands the wealth giant’s profile in Virginia.
AssetMark and Tifin Give forge DAF partnership
The integration partnership will help more advisors weave philanthropy into their clients’ planning with Tifin Give’s advanced technology.
Wealth Enhancement Group snaps up $219M East Coast RIA
With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.
Young, wealthy investors more likely to go for broke
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
Can CITs overthrow mutual funds to dominate DC plans?
While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.