Jacqueline Sergeant

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Why Regrets Weigh Heavily On 26% Of Retirees

by FA Staff

Many wished they had focused more on savings, traveling and spending time with family.

Ex-Osaic Advisor With $130M In Assets Joins LPL's Platform

by FA Staff

Cubby Bice operates Bice Wealth Management in Mooresville, N.C.

Prominent Social Security Analyst Announces Retirement

by

The Senior Citizen League's Mary Johnson has been a reliable source of annual COLA increase projections.

Number Of Worldwide CFP Professionals Increased 5.1% In 2023

by FA Staff

The Asia-Pacific regions saw the biggest gains, but the U.S. still has the most CFP professionals.

CFP Board Says Its Planners Are Landing Jobs At Top Firms

by

Edward Jones made the most new hires of new CFP planners last year, the board said.

Former Ga. Advisor Gets Nearly Eight Years For $49M Ponzi Scheme

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John J. Woods defrauded retirees, military veterans and other clients of their life savings, prosecutors said.

Rockefeller Lands 10-Person Morgan Stanley Team With $1.3B In AUM

by FA Staff

The 10-person Variant Path Group is the second team to join Rockefeller Global Family Office in Charlotte, N.C.

More Women See Themselves As CFO Of Their Households, Allianz Says

by FA Staff

But at the same time, they feel less financially secure and uneasy about retirement.

Former Morgan Stanley Rep Wins $147K From Company In Fight Over Her Congress Bid

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Deborah Adeimy said the firm wouldn't let her run for Congress in Florida's 22nd District.

Ex-Osaic Firm With $520M AUM Joins LPL Platform In Wisconsin

by FA Staff

Equity Design Group is led by co-founders Jason Hohenstein, Kevin Snow and William Zoromski.

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