Retirement Industry People Moves
Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Source: plansponsor.com
Page 2 - Cetera Advisor News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Cetera Advisor Today - Breaking & Trending Today
Atria Adds $175M Texas Team; Cetera Recruits $112M California Advisor
Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.
Source: wealthmanagement.com
RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana
It was another busy week for M&A announcements in the RIA space. No less than 10 firms announced deals, representing close to $8 billion in transacted assets.
Source: wealthmanagement.com
You're $100,000 Richer. Here Are 4 Ways to Spend It.
From setting up a donor-advised fund or 529 plan to splurging on a dream cruise, here are some ways to spend a sudden influx of cash.
Source: marketwatch.com
RIA Roundup: Dakota Wealth Grows to $3.8B with Jonathan D. Pond
Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes
Source: wealthmanagement.com