Wealth

Stonebridge Financial Group’s New RIA Lands Its First Advisor

Stonebridge Financial Group, the $1.5 billion wealth management and corporate retirement services firm, has found
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Aaron Klein Joins Technology Consultancy Ezra Group

Aaron Klein, founder and former longtime CEO of Nitrogen—formerly Riskalyze—has joined the advisor technology consultancy
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Advisors See a Split Between the Economy and the Markets

Financial advisors see a disconnect between the economy and the stock market. January’s RIA Edge
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401(k) Real Talk Transcript for February 21, 2024

Greetings and welcome to this week’s edition of 401k Real Talk. This is Fred Barstein
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Carolyn Armitage Launches Consulting Firm

Carolyn Armitage, who was laid off from her role as head of Thrivent Advisor Network
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Awakening of 401(k) Plan Sponsors Creating Massive Change

Change happens slowly, even ploddingly, in the complicated 401(k) ecosystem because there are some many
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JPMorgan’s Exit From Climate Group Sparks ‘Greenhushing’ Debate

Bloomberg) — Was it greenhushing or greenwashing? That’s the question the ESG world is asking after JPMorgan Asset
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What’s Driving Gold’s Performance in 2024

In 2023, a year that was characterized as exceptionally challenging, gold as an asset outperformed
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Snowden Lane Team Leaves to Launch Florida RIA

Advisors Thomas Boyd and James Richard have left Snowden Lane Partners to launch their own
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TIAA-CREF Settles SEC Charges for $2.2M Over Reg BI Violations

TIAA-CREF Individual & Institutional Services (TC Services) will pay more than $2.2 million to settle Securities
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