A study of fund manager brand familiarity among advisors finds alternative managers making headway, although traditional asset managers still rule. Industry pros weigh Warren Buffett’s influence in the wake of his announced retirement. These are among the investment must reads we found this week for financial advisors.
Read MoreJulian Lopez will return to Schwab to work with its “largest and most complex” independent advisors after a stint as LPL's lead RIA relationship manager.
Read MoreDiscover how a Single Pane of Glass approach to communications supervision can streamline compliance efforts, reduce risks, and meet regulatory requirements in the digital-first workplace.
Read MoreThe system expands on Morningstar’s ratings used for mutual funds and ETFs.
Read MoreA merger of VisionPoint Advisory Group and Navitas Wealth Advisors brings together a team of 60 for wealth management, tax planning and corporate retirement plan advisement.
Read MoreAdvizorPro finds Schwab still dominates as the RIA custodian of choice for separately managed accounts, but upstart Altruist has jumped ahead of Pershing into fourth place by number of relationships.
Read MoreIn addition, Venturi Private Wealth taps Opto to bolster its private markets investment management capabilities.
Read MoreMilstein-backed Emigrant, which invests in established and growing RIAs, now moves into the breakaway advisor space with a stake in Elevation Point.
Read MoreFrom the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
Read MoreMany clients and advisors feel uncomfortable discussing emotion-laden issues that don’t lend themselves to mathematically precise answers.
Read MoreAmericana, an RIA on the Dynasty platform started by Morgan Stanley alumni, has recruited four advisors from the wirehouse to its Houston office.
Read MoreOr will they reach consensus?
Read MoreJennifer Abate joins Blackstone after over 30 years with Lazard Asset Management.
Read MoreFrom working a shift at Circuit City during his rookie year to managing his growing portfolio of investments.
Read MoreThe acquisition of Cahill Wealth Management is Edelman's first this year and expands its wealth management services in the Midwest.
Read MoreRaymond James will take a minority, non-controlling stake in advisors' practices in exchange for revenue to help those looking to acquire, hire or create a succession plan.
Read MoreSeth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management.
Read MoreThe RIA will integrate iCapital’s tech into its custom in-house platform to manage alternative investments.
Read MoreThe Rise Growth-backed Bleakley will now use PKS for brokerage business, although LPL remains its primary custodian.
Read MoreIf they are in the market, they should stay in the market. If they are in cash, then they should stay in cash equivalents.
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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