Integrated is launching the new insurance business largely due to upcoming changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
Fresh off its SEC registration approval, Ategenos, launched by former Brinker Capital executives in May, has also gone live with its new discretionary investment management portfolios.
Sykon represents the fourth team to join tru Independence in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.
Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.
The incident sparked a sensitive review overseen by senior leaders. The partner and the woman who complained left the firm by early 2021.
