Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.
Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut.
Lance and Gideon Drucker, who had been with Hornor, Townsend & Kent for over 40 years, will use Fidelity and Altruist for custody, and PKS for brokerage business.
Use of interval funds, BDCs, non-traded REITs and tender offer funds by the wealth channel has significantly increased in the past decade.
But for now, the law remains in effect for everyone except the plaintiffs in this case.
Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source.
The advisors will form the Northeast Legacy Group of Raymond James, based in Hanover, N.H.
MAI and Beacon Pointe enter new regional markets, while Perigon completes deals in New York and Michigan.
