NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.
The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.
Savant Wealth Management has announced three promotions and one new hire as part of a five-year, 500% growth plan supported by capital from Kelso & Company.
The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of purpose and meaning.
