Wall Street expects the world’s reserve currency to extend its 8% decline this year as the economy shows some signs of slowing and the Federal Reserve looks set to start cutting rates again.
Read MoreVanguard and Empower will pay $19.5m and nearly $6m, respectively, in settlements. The commission argued the firms did not adequately disclose potential conflicts of interest to clients in managed accounts.
Read MoreFeatures on Estate Planning & Taxation, The Modern Practice and Family Businesses
Read MoreJohan Grahn has taken over for Mo Sparks to oversee the firm’s nascent ETF platform.
Read MoreThe effective succession and transition of advisory practices is crucial for wealth management firms and clients.
Read MoreZephyr's Ryan Nauman and Nate Lenz, co-founder and CEO of Concurrent, discuss the evolution within the wealth management industry, focusing on the rise of next-generation financial advisors, the importance of technology adoption, and the need for efficient practices and infrastructure.
Read MoreA panel at Echelon’s annual deal conference made the case that more favorable deal structures and robust RIA platforms are easing the way for captive wirehouse advisors to join RIAs—avoid the fear of being an “accidental CEO.”
Read MorePageport, the startup behind it, has raised $3.3 million in seed funding and has rolled out its first three agents.
Read MoreThe agency issued an advisory clarifying how foreign platforms can register as so-called foreign boards of trade.
Read MoreThe hybrid broker/dealer continues its recruiting streak with the Broadcloth Wealth team, led by David Nickel, who left Wells Fargo Advisors after 34 years.
Read MoreThe sweeping changes brought forth by OBBBA are set to catalyze real estate investment.
Read MoreJulia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.
Read MorePatrick Burke and Matt Tarka lead Concentric Wealth Management. The team was originally affiliated with Avantax, which Cetera acquired several years ago.
Read MoreGen X investors, however, report lower satisfaction levels with their advisors than members of other generations.
Read MoreCreative Planning CEO Peter Mallouk told an audience of dealmakers at an Echelon conference that he sees market disruption and fee compression driving further consolidation and eventually leading to a sector akin to the “big four” accounting firms.
Read MoreVanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing.
Read MoreA guide to the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
Read MoreThe move marks Merchant's second RIA investment in as many weeks.
Read MoreThere were reports earlier this year that the two offices would shutter, but the agency confirmed it had renewed leases for its L.A. office through 2029 and its Philadelphia location through 2035.
Read MoreThe firm has brought on Debra Achkire, the former general counsel at Lido Advisors, as general counsel.
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