Onyx Advisor Network is a new platform designed to support underrepresented advisers by providing them with resources, tools, and networking. The founders, Dasarte Yarnway and Emlen Miles-Mattingly, discussed their plans for the platform and their vision of how to diversify the industry in an InvestmentNews livestream.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
Litigators this week brought class-action lawsuit claims against PPL Corp., Mass General Brigham and Milliman Inc. over their multibillion-dollar 401(k)s and 403(b)s.
The Florida-based advisers are joining the firm from Truist.
The $7.1 billion cryptocurrency exchange has agreed to purchase Bitria, a 5-year-old startup that provides advisers with tools to access and manage holdings of Bitcoin and other tokens.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
Three-quarters fear new Covid variant could cause a recession.
While the company hasn't staunched the bleeding of its financial advisers completely, the three months ending in December saw the rate of decline slow a bit, while the average revenue per adviser continued to increase.
The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.
Investors poured a net $104 billion into ETFs in the fourth quarter, the company said, while actively managed funds, including ETFs and mutual funds, saw a net $101 billion in flows.
While 2021 presented several challenges, there were also many positive legislative and regulatory developments over the course of the year.
Retirement plan consultant Gouldin & McCarthy is based in Basking Ridge, New Jersey.
When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
More than 650 employers in the state will be sent notices that they're not in compliance. Fines start at $250 per employee.
It's unclear how political battles on other issues will affect the timeline for votes on administration nominees.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
The fund giant says it also added $20 billion in defined-benefit assets last year.
Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Hugh Lau is leaving D.A. Davidson to start his own firm in Lincoln, Nebraska.
