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.
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Creative Planning Adds Delaware Firm Managing $535M
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
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Nepsis Enters Expansion Phase with CPA Purchase
The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.
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Commonwealth Lures $3B San Diego Team From Lincoln Investments
With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investments to support an ambitious growth plan.
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Cetera Closes on Avantax Acquisition
The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.
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Is a Hedge Fund More Than Its Founder?
Star money managers are selling up or giving cash back to investors. Turning your hedge fund into a sustainable, growing business is a tall order.
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Emerging-Market ETFs Exceed $10B of Inflows This Year
Net deposits into ETFs that invest across developing nations as well as those that target specific countries totaled $766.1 million in the week ended Nov. 24, building on gains of $1.57 billion in the previous week.
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Billions Wiped Out as Stock-Safety Trade on Wall Street Misfires
Rather than give shelter in a stormy season, the largest dividend ETFs have been left behind by a tech-obsessed market whose biggest proxies have surged 15% or more.
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ESG and Passive Investing Do Not Mix
The complex, long-term nature of sustainable investing makes it inherently an active management discipline.
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Annuities Are Back in Fashion, But Are They Safe?
Rising interest rates have spurred a boom in demand, but investors should take note of recent changes in the insurance industry.
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Accused Palestinian Shooter Former Broker at Edward Jones, Cadaret, Grant
Jason J. Eaton, who allegedly called himself a "reformed broker," was arrested by the ATF for allegedly shooting three 20-year old Palestinian students in Vermont this weekend. Eaton has a FINRA history, with a series of short stints at TD Ameritrade, Edward Jones, and most recently, Cuso Financial Services.
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What Advisors Need to Know About Elective Community Property
Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.
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Options for Changing an Irrevocable Trust
Irrevocable trusts can't be modified ... unless they can.
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Court Case Threatens Compensation Model for RPAs, Providers
The Bugielski case concerns whether the plan sponsor had a duty to consider the fee their record keeper received from a brokerage account and managed account provider.
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11 Must Reads for Real Estate Investors (Nov. 27, 2023)
Annual non-traded alternatives fundraising for interval funds, BDCs and REITs has reached $58 billion, according to the latest data from Robert A. Stanger & Co. CoStar is predicting a looming office space shortage for the very top tier properties. These are among the must reads from the real estate investment world to start the week.
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RIA Edge 100 Roundup: Unlocking Growth Through Career Paths, Equity and Succession
Growth isn’t just a goal, it’s a roadmap.
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Beyond the Headlines: How COVID Impacted Commercial Real Estate
It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios.
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Wolfsen’s Roadmap for Orion
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
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Wolfsen’s Roadmap for Orion
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
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RIA Roundup: AmeriFlex Group Adds 2 Teams, $500M AUM
Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.
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