Jennifer Lea Reed

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Capital Group Podcast Lifts The Veil On Process

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The new series, hosted by CEO Mike Gitlin, allows firm's portfolio managers to tell stories.

Advyzon-Apex Team Up To Merge Client Service And Custody Platforms

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The integration promises to save RIAs time on task-switching, the firms say.

NAPA Launches Retirement Income Certificate

by FA Staff

The new certification is meant to get members thinking about clients' 401(k) income.

RIA M&A At Healthy Level Despite 2023 Decline, Echelon Says

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The industry remained resilient compared with a larger drop in M&A activity in general, the firm said.

One High School Personal Finance Course Reaps $100,000 In Benefts, Study Says

by FA Staff

Rewards gained from a base level of financial literacy accrue greatly over a lifetime, the study found.

Mercer Hires Five Veteran Execs To M&A Team

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The move more than doubles the size of the partner development team and adds a new marketing position.

2023 Recruits Add $15.9 Billion To Commonwealth

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The leading financial network rolled out new offerings of every stripe to keep advisors coming.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

Private Credit Steals The Spotlight

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This $15 trillion asset class is growing fast and offering higher returns and less risk than private equity.

Retiree Healthcare Costs Increased 8% In 2023

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That's about 8% more than what they needed a year ago, according to the research group.

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