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planadviser.com
6 天
RIA Succession Planning Drops to New Low
DeVoe also pointed to rampant RIA merger and acquisition activity as a possible factor in the decline. Larger RIAs with more ...
planadviser.com
6 天
Compliance Year in Review
While that growth is good, the consultancy noted that human capital research from the Harvard Business Review suggested that ...
planadviser.com
5 天
Concurrent Hires David Montgomery from OneDigital to Head Retirement Plan Division
The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a ...
planadviser.com
4 天
“Shadow SEC” Group Aims to Shape Discussions on Federal Securities Laws
A group of academics created the group to seek the “wisest possible federal securities laws and policies,” and backed Trump’s ...
planadviser.com
5 天
CAPTRUST Adds Advisories Overseeing $1.97B
CAPTRUST on Thursday announced the acquisitions of two advisories with a mix of wealth and institutional services and a ...
planadviser.com
4 天
DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down
The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.
planadviser.com
5 天
What to Know About the 10-Year Inherited IRA Rule
The new regulation, known as the 10-year rule, has been delayed by the IRS previously, but is finally here next month. Anyone who inherited an IRA from someone who died on or after January 1, 2020, ...
planadviser.com
5 天
Deals & People
Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance ...
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