Wall Street’s $300B Middleman Rides Model-Portfolio Boom
Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.
Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.
The two strategies can complement each other, but success depends on starting out with a clear vision.
We're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact Us© 2023 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company