Deals & Moves: Insigneo Lands Raymond James Team; $5B PFG Moves to United Planners

Published on November 21, 2025

In addition, The Mather Group acquires a California-based firm, the AmeriFlex Group recruits two teams from the Commonwealth, and Snowden Lane snags an Osaic advisor.

Continue reading on website
Other news

10 Top-Performing Robo-Advisors: Q3 2025

November 21, 2025
The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.      Related Stories7 New Medicare Advantage Plan Bills12 Most Expensive States for a College Education8 Top U.S. Individual Annuity Issuers: Q3 2025

This One’s for My Fellow Millennials

November 21, 2025
Okay, this is for more than just millennials. It’s for anyone who feels stuck and can’t get started with their investing strategy. If you poke around on the internet, it sounds like my generation might be in the most trouble.