Football star Richard Sherman used his rehab time to learn about cryptocurrencies, Richard Salmen assumes CFP board chair position and Envestnet Tamarac upgrades its document vault.
Bringing R. Applegate’s $4.5 billion retirement plan and wealth management business into the fold will increase Root’s presence throughout Pennsylvania and the Midwest.
They pulled the plug on U.S. equity funds but steered $1.34 billion—a 59-week high—into the industrial sector during the week that straddled the calendar years.
Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.
Charles Schwab adds 12 new commission-free ETFs, fintech is a concern of corporate executives and AARP launches an online tool to help clients interview advisors.