Jim Kaufman discusses how OpenArc transitioned 130 associates and 70 advisors from Merrill in a historic independent move ...

For decades, corporate benefits have been assembled vendor-by-vendor and platform-by-platform, typically driven by fees, products, and recordkeeping rather than the financial realities of the ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OpenArc Corporate Advisory, the former Merrill Lynch team considered one of the ...

The former Bank of America Merrill Lynch retirement chief joins the RIA nine months after the team's landmark breakaway from ...

OpenArc, a national wealth management and corporate advisory firm integrating corporate benefits plan strategy with individualized financial advice, today announced that it has transitioned more than ...

It was about 12 years ago when the lead advisors in a large Atlanta-based practice with Merrill Lynch took a call from Diamond Consultants. As per the consultancy’s CEO, Louis Diamond, the response to ...

A judge’s decision to refuse Merrill Lynch a temporary restraining order against OpenArc last month is leaving potential breakaway teams feeling, well, unrestrained, advisors say. A federal court ...

Kevin Higginbotham: "We are excited by the early success in both our wealth management and corporate businesses. Brooke's Note: This ‘$129 billion’ OpenArc breakaway isn't just a different animal ...

Crain will provide original research and thought leadership for the combined registered investment advisory and wealth ...

OpenArc Taps Retirement Icon Kevin Crain as Firm Continues to Drive Retirement Industry Shift to Client-Centric Model For decades, corporate benefits have been assembled vendor-by-vendor and ...