New Raymond James Program Seeks to Support Tampa Bay Education

Published on January 16, 2025

The firm has committed $7.5 million to nonprofits that support success within and outside the classroom.

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Integrated Partners Buys $1B Retirement Firm in San Diego

January 15, 2025
The firm is acquiring RetirementDNA, which specializes in serving retirement plans and delivering executive benefits.      Related StoriesIRS Releases Roth Catch-Up GuidanceHow One RIA Unlocked Growth by Outsourcing Investment ManagementConcurrent Appoints Retirement Division Head

Number of CFPs in U.S. Tops 103,000

January 16, 2025
For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.