Jennifer Lea Reed

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Modern Wealth Buys $1.2 Billion AUM Beltz Ianni

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The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.

NextGen Advisors Getting Shut Out Of Ownership, DeVoe Says

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Founder procrastination in promoting is just as much to blame as high valuations, says dealmaker David DeVoe.

Funding College and Retirement Together Just Got Easier

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It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.

Retirees' Healthcare Costs Increased 8% In 2023

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They need about 8% more than what they needed a year ago, according to the Employee Benefit Research Institute.

Americans Failed A Retirement Income Literacy Test; So Did AI

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An experiment with artificial intelligence showed the value of a trained advisor.

Liz Nesvold Lands Two Roles At RIA Investor Emigrant

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The M&A pro returns to her primary skill set after exiting her job as Cresset president earlier this month.

Nearly 9,700 Series 7 Advisors Changed Firms in 2023, Report Says

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IBDs saw small gains while wirehouses suffered attrition.

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.

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