The Oregon Community Credit Union team, which oversees $340 million in client assets, has affiliated with Priority Financial Group, a Phoenix-based hybrid RIA and super OSJ of Securities America.
Some retirement experts expressed surprise that the DOL's proposed exemption for fiduciaries included any expanded investor protections, but they also cautioned the changes lacked teeth.
Edward Jones wants to grow its saving, spending and lending options for advisors' clients.
Financial advisors weigh in on the difficulties faced by those in the entertainment industry and offer some advice.
The move to sell was part of ClearRock’s business continuity strategy.
