GRP Advisor Alliance recently announced that Avondale Partners, a Nashville-based, employee-owned investment banking and asset management firm has joined GRP’s rapidly growing roster.
It’s been an interesting few months (18 to be exact!) in politics. Regardless of your political beliefs, one thing is clear; we’re likely to see change. As with the election and election results, pundits are making prognostications and talking about the likelihood of this or that change.
When is “Low Cost” Low Enough? In Bell v.
GRPAA congratulates the Top 401 Retirement Advisers of 2016 as ranked by Financial Times, including 28 advisors from GRPAA’s member firms.
Barbara Delaney, Founder of Stonestreet, a Member Firm of GRP Advisor Alliance and Liz Davidson, Founder & CEO Financial Finesse, appeared last week on NASDAQ’s The Millennial Report to discuss #LifeGoals and Financial Wellness.
Over one year into the GRPAA – Financial Finesse partnership and the innovation doesn’t stop. What is working for GRPAA advisors in the wellness space? “Wellness” isn’t a onsie twosie sale; it is an all-encompassing embracement.
The law firm of Schlicter, Bogard & Denton is viewed by many as the pioneer of excessive fee 401(k) litigation. Some notable cases include Krueger v. Ameriprise Financial, Abbott v. Lockheed Martin, andTibble v.
GRP Founder Bill Chetney appeared on Nasdaq’s The Millennial Report to discuss #LifeGoals and Retirement.
In another of a long list of excessive fee cases, Plaintiffs filed a recent action against Fujitsu Technology and Business of America, Inc. and its advisor, Shepherd Kaplan, LLC, alleging that Defendants breached their fiduciary duties of loyalty and prudence “by designing and administering one of the most expensive large 401(k) plans in the country”.
It may still be a mystery outside our industry, but we all know what CIT stands for – collective investment trust. On a lark, I asked “The Google” what CIT stood for and was shocked by what I didn’t find. Instead of valuable resources, I found “Camper in Training” and “Crisis Intervention Center,” among other search results.