How Can Financial Advisors Best Leverage the Opportunities in Front of Them?
Focus on marketing outreach, technology and talent.
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The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor
Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.
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Realtors' Expertise Maximizes IRA Returns for Retirement
Unveiling the blueprint: realtors' real estate path to retirement.
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WealthStack Roundup: Hearsay Social Study Reveals Increased Engagement, Shifts In Types Of Content
Also, Orion Client Portal now connects To Redtail, Clearwater Analytics and J.P. Morgan Asset Management integrate platforms and retirement technology platform Smart acquires ProManage.
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Key Takeaways From Wealth Management EDGE
Main themes discussed at WealthStack, Inside ETFs and the main stage of the conference.
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FPA: Advisors Looking More Favorably on Alts
The survey by the FPA's Journal of Financial Planning found more than half of advisors recommend clients allocate to funds with access to alternative investments. Almost 25% allocate to PE funds, twice the number from four years ago.
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10 Must Reads for Real Estate Investors for the Weekend (June 2, 2023)
REITs are seeking higher share prices by stepping up mergers and acquisitions, reported Bisnow. Blackstone has brought its office holdings from 60% of its portfolion in 2007 down to 2% today, according to The Real Deal. These are among today’s must reads for real estate investors.
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Financial Literacy Advocate Brings First Fraternity to Financial Planning
Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.
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Adjusted for Risk: Everything You Need to Know About Small-Caps
Kayne Anderson Rudnick's Jon Christensen goes in-depth about his investment strategy.
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Mindy Diamond on Independence: How Ross Gerber’s $2.2B Firm Found Its Voice in Independence
The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2 billion RIA and the power of freedom in the independent space, to crypto, digitization, ETFs and Elon Musk and Tesla.
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WealthManagement.com Announces 2023 'Wealthies' Finalists
The ninth annual WealthManagement.com Industry Awards ceremony will be held in New York City on Sept. 7.
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Six Key Takeaways From RIA Edge
"It's a bull market for advice" and more key themes discussed at the conference.
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Proptech Investments Have Slowed Down This Year. But Long-Term Outlook Remains Positive.
Investors in proptech companies are much more focused on value proposition and return on investment than they were before.
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What’s Behind the Rising Demand for Skilled Property Managers Globally?
Key factors driving the global growth in demand for professional property managers are increasing urbanization, real estate market expansion and technological advancements.
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ETFs With the Greatest Inflows in the Past Month
These funds took in the most money over the past 30 days.
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Hightower Buys $2.3B Vigilant Wealth Management
In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast.
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$2B First Republic Team Joins William Blair
Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.
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Edelman Financial Engines Taps Personal Capital’s Shah as New CEO
Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August.
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Morgan Stanley Sets $12 Billion Profit Goal for Wealth Business
Morgan Stanley's $4.6 trillion wealth management business has seen significant growth in the past 10 years and posted $6.6 billion in pretax profit last year.
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