Finance News
$2.6 Billion Team Joins Raymond James From Securian
Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.
By NB
Aug 29, 2023
Creative Planning to Buy Goldman Sachs’ Personal Financial Management Unit
The former United Capital business, bought by Goldman in 2019, will bring Creative Planning’s total assets to nearly $275 billion.
By NB
Aug 29, 2023
Planning for Personal Property
It's key to consider the emotional, financial, and tax implications of gifts of tangible personal property.
By NB
Aug 29, 2023
What is on the Minds of DC Plan Sponsors?
Most RPAs are focused on the wrong things.
By NB
Aug 29, 2023