Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
-
Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.
July 17 -
The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.
July 16 -
If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.
July 12 -
Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.
July 12 -
Robert Limmer made the move after less than a year at Gladstone Wealth Group.
July 12 -
An improving economy is boosting an exodus from wirehouses to RIAs.
July 11 -
These firms scored big with advisors managing $1 billion or more.
July 9 -
An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.
July 3 -
Twelve advisors join the Atria-owned IBD after logging just over a year at their old firm.
June 28 -
The independent broker-dealer has seen significant growth in the last three years.
June 27
