The Foundation for Financial Planning opened its 2023 grant request application and named its 2022 award recipients. Bernstein Private Wealth Management is launching a podcast that will include conversations between the company’s executives and celebrities about financial topics and investment strategies. Any California employer that has more than 100 employees and doesn’t offer a private workplace retirement plan must now take part in the state’s program. There were many mergers and acquisitions, as well as advisors and executives on the move. Scroll through to find what you might have missed this week in financial planning news.
LPL, Raymond James, RBC, plus a financial advice celebrity podcast and California’s retirement mandate
