FlexGen firms reported a 24 percent increase in AUM for 2017 compared to their peers who saw a 14 percent increase.

But global penalties overall are trending down so far this year, including in the U.S.

Individuals actively engaged with Wealthfront’s financial planning tool over the last 12 months saved nearly 24 percent of their income before taxes.

The founder of the $22 billion Edelman Financial Services will also be an advisor to the firm.

Envision Scenarios allows clients to look at how hypothetical changes to their plan might affect their goals.

The Mather Group’s acquisition of $1 billion Berman Investment Advisors closed on Oct. 1.

Industry and academic studies show evidence that ESG strategies have better long-term, risk-adjusted returns, lower downside and improved volatility.

The acquisition is part of Stifel’s effort to grow its asset and wealth management business.

Correct Capital Wealth Management will focus on corporate 401(k)s and retirement planning.

The Independent Advisor Institute, as it’s called, held a pilot earlier this year, with 20 managing advisor/associate advisor pairs.