Zephyr's Ryan Nauman and CFRA's Aniket Ullal discuss the complexities of active ETFs, ETFs as a share class, debunking misconceptions, and the rise of complex products such as options-based and leveraged ETFs.
Read MoreThe growing drumbeat of expanding private market access to the wealth channel has reached a crescendo.
Read MoreMaria Asuncion Aramburuzabala’s two sons are the same age she was when she took over the family business, Grupo Modelo. But they’ve had time to earn their stripes while she was thrust into it following the death of her father.
Read MoreA new study suggests there is an opportunity for advisors to lean into charitable planning to attract clients and enhance existing relationships.
Read MoreIt’s the latest addition in the broker/dealer’s series of moves to expand its in-house investment management capabilities and serve HNW clients.
Read MoreFive ways to determine how much is too much.
Read MoreDespite limited ERISA expertise, wealth advisors face growing pressure to service 401(k) plans as state mandates drive unprecedented plan formation through 2029.
Read MoreInsurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.
Read MoreCEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.
Read MoreThe departure of Liz Legacy is the latest in a string of exits from Realta Wealth.
Read MoreAcquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise.
Read MoreIn addition, RIA Merit snags a $365M firm with new investment capabilities in Wisconsin, and Dynasty RIA DayMark recruits advisors from FiNet and Janney.
Read MoreAssetMark's Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.
Read MoreAccording to our tech columnist, financial planning application Quinn is the most intriguing new fintech announced this week.
Read MoreThe AmeriFlex Group said it made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.
Read MoreSummary of the RPA pre-roundtable record keeper interviews.
Read MoreReverence Capital-backed SEIA quickly replaced an open CFO slot with Stephen Masterson shortly after hiring new President Matt Matrisian from AssetMark and bolstering its senior leadership team.
Read MoreFinancial advisors can be essential in helping at such critical times, and not just with monetary issues.
Read MoreEx-advisor Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.
Read MoreFive age-based milestones and life events present more than 40 million opportunities for advisors to showcase their care and expertise beyond traditional investment strategies, build trust and create after-tax value.
Read MoreWe're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
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