The WealthStack Podcast: GeoWealth's Colin Falls on What Advisors Really Need in a TAMP
The president and CEO of GeoWealth details why RIAs are desiring more flexibility and control with their technology solutions.
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TIFIN AMP Spinoff Raises $10M in Series A Funding
A new board, independent of TIFIN, has been created.
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WealthStack Roundup: TradePMR Announces New Fusion Platform And Advisor Evolution Sciences
Also, Vinay Mehta was appointed CTO at Smarsh, Archer and Brooklyn Investment Group partner to provide AI-powered custom direct indexing and ReachStack launches AI-powered Advisor Sales Intelligence.
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Atria Recruiters Jump Ship
Since January, Atria has lost five recruiters, including Gary Bender, who was brought on in April 2022 as head of recruiting.
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11 Must Reads for Real Estate Investors for the Weekend (June 9, 2023)
Treasury Secretary Yellen expressed her concerns about the effect that commercial real estate loans might have on banks. Forbes listed 71 real estate firms among the 2,000 largest public companies in the world. These are among the must reads from around the real estate investment world heading into the weekend.
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FinCEN Will Soon Release Proposals for New Real Estate Regulations. How Will This Affect Investors and Fund Managers?
Lack of stringent regulations in the U.S. real estate industry has allowed criminals, kleptocrats and sanctioned foreign nationals to launder their money through real estate investments.
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Former Morgan Stanley VP Pleads Guilty To Stealing From His Mother's Account
The SEC also filed charges against Douglas McKelvey, who was accused of stealing $1.7 million from the Morgan Stanley accounts of his mother and mother-in-law over a period of nearly 10 years.
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A Fund Firm Tries to Buy Its Way Out of a Bind
Franklin Templeton adds more than $1 trillion of assets in its acquisition spree.
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S&P 500’s Tech-Heavy Top Is a Feature, Not a Bug
Even though just five stocks, led by Apple and Microsoft, account for 24% of the index, the concentration helps stabilize the risk of investing over time.
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Leaving New York for Miami Can Save Nearly $200,000
People with six-figure salaries can reduce their taxes by thousands annually and benefit from a lower cost of living with a move to Florida.
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Fidelity’s Vast Trove of Data Coveted by Tech Firms in Age of AI
For companies seeking to build AI systems for the finance industry, Fidelity’s decades worth of online transaction records, customer call transcripts and face-to-face client interaction reports would be a treasure trove.
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The Power of Mindfulness in Holistic Legacy Planning
Finding the clarity to design a legacy that reflects the best of who you are and what you stand for.
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Mindy Diamond on Independence: What a Move from Merrill Is Really Like
Scott Bills considered himself a Merrill lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.
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Biggest Junk-Bond ETF Attracts Most Cash Since 2020 as Rally Builds
More than $2 billion flooded into the $17 billion iShares iBoxx High Yield Corporate Bond ETF (ticker HYG) last week.
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A Retail Exodus from US Stocks Points to Gains Ahead, Bank of America Says
In four of the last five times a similar level of “retail capitulation” occurred, the S&P 500 Index rose more than average in the subsequent one-, three-, and six-month periods.
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Preserving Wealth for the Transitional Investor
The primary objective of a transitional investor is to preserve—rather than build—wealth. To achieve this, investors should take a tempered approach, slowly adjusting the composition of their holdings to support their retirement plans and meet their risk profile.
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Schwab Personalized Indexing Receives Upgrades
The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.
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ETF Launch Volume Ramped Up in May
More than 30 new ETFs in debuted in May, an uptick from the 22 new launches in April.
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Pershing X Knitting More Services Into New Wove Platform
Collaborations with Salesforce, PureFacts and Pontera will add retirement planning, billing and client onboarding capabilities to the multicustodial platform announced this week at INSITE.
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