Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.

Home and stock values contributed to the increase in net worth from 2019 to 2022.

Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut.

The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.

Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.