Raymond Fazzi

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Great Recession Strengthened Public Pension Systems, Report Says

by FA Staff

Public retirement systems have made changes since 2007 that have ensured their long-term viability, the report said.

Finra Panel Awards $36M To Investors Who Claim Oppenheimer Allowed Fraud

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Oppenheimer vowed to appeal the ruling and questioned the impartiality of a Finra arbitrator.

NAPFA Names Chair-Elect For 2022-23

by FA Staff

Wendy Hartman, president of Buckingham Strategic Wealth in St. Louis, will take the role on Sept. 1.

Pandemic's Early Retirements Are History As Workers Fret Over Economy

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Early retirements were the thing last year, but a Quicken survey points to a drastic change in U.S. workers' outlooks.

Sanctuary Wealth Receives $175M Investment To Help Fuel Growth

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The platform for breakaway advisors closed on the deal with Kennedy Lewis Investment Management in New York City.

San Diego State Prof. Hired As CFP Education Director

by FA Staff

David Nanigian will oversee the education programs required for CFP certification and renewal.

Benefits For 1M Public Workers May Fall Short Of Social Security Standards

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Between 750,000 to one million employees annually are in danger of experiencing shortfalls in retirement benefits.

Ranking Identifies Top U.S. Airline Frequent Flier Programs

by FA Staff

A new report by WalletHub names the best loyalty programs among the 10 largest U.S. airlines.

Young Investors Still Prefer Human Advisors Over Digital Services, Cerulli Says

by FA Staff

A new survey showed investors under 45 still prefer the human touch when it comes to investing.

Advisors Keep Spurning Annuities Despite Investor Interest In Income

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A new survey also found that there's a growing hunger for retirement income among millennials.

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