RIA Roundup: Hightower Adds $3.2B in Assets
In RIA news this week, Hightower announced its 3rd billion-dollar-plus acquisition this month, while SageView picked up a $5.2 billion retirement plan consulting business.
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Retirement Is Overrated for Many Advisors
Statistically, continuing to work later in life is better for longevity as well as mental and financial health.
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Pimco to Pay $9M to Settle SEC Fee and Disclosure Probes
The SEC said on Friday that Pimco failed to disclose key information to investors about how swaps could impact its PIMCO Global StocksPLUS & Income Fund between 2014 and 2016.
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The Power of Thoughtful Financial Advice During Key Life Events
Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.
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Is the 401(k) Industry a Threat or Opportunity for Wealth Management Firms?
At the very least, fees are going down.
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Older Americans Robbed of $20B a Year by People They Know
Nearly three-quarters of financial exploitation is done by family, friends or caregivers.
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BlackRock Tries for Spot-Bitcoin ETF With Fresh SEC Filing
BlackRock on Thursday applied for the iShares Bitcoin Trust, at least the 33rd attempt by issuers for a spot-Bitcoin product.
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401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
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The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map
The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.
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WealthStack Roundup: EU Passes Artificial Intelligence Act
Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.
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14 Must Reads for Real Estate Investors for the Weekend (June 16, 2023)
A judge ordered Twitter to be evicted from an office in Boulder, Colo., after the company didn’t pay its rent, reports the Denver Business Journal. Starwood REIT is looking to sell 2,000 rental homes, according to Bloomberg. These are among the must reads from around the real estate investment world heading into the weekend.
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Social Security Benefits Targeted for Cuts by House Conservatives
The proposal by the 176-member House Republican Study Committee would gradually increase the retirement age, ultimately hitting 69 years old for those turning 62 in 2033.
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A Goldman Partner’s Sexually Explicit Video Led to Millions in Settlement
The incident sparked a sensitive review overseen by senior leaders. The partner and the woman who complained left the firm by early 2021.
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Growth, Fragmentation Driving Private Equity Interest in RIAs
As much as $3.7 trillion in client assets will be up for grabs in the RIA space over the next five years—and private equity firms want in.
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Mindy Diamond on Independence: The Founding Partners of IEQ Capital on Growth, Culture and the Luminous Leap
Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered along the way.
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Mindy Diamond on Independence: The Founding Partners of IEQ Capital on Growth, Culture and the Luminous Leap
Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered along the way.
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As Potential Yields Rise, Investors Show More Interest in CMBS B-Piece Notes
The tightening of lending standards in recent months is also making B-pieces more attractive, market participants say.
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In the Current Environment, Property Owners Should Address Any Capital Needs Early
We strongly encourage property owners and operators to proactively engage in capital market discussions well in advance of imminent capital needs.
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Why Wealth Management Firm Branding Matters More Than Ever
A strong brand, backed by a thoughtful platform, is critical for firms of any size to compete and succeed in the independent wealth management space.
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