First Republic Retains Nearly 90% of Wealth Advisors
Despite some high-profile departures, the bank says the exiting teams accounted for less than 20% of total wealth management assets.
Read MoreNews
-
-
Adjusted for Risk: The Zephyr Summit
Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit for Enhancing Investor Experience.
Read More -
New Study Exposes Ultra-High-Net-Worth Families’ Vulnerabilities
Risks include reputation management, personal threat assessments and emergency preparedness for natural disasters.
Read More -
Can Fintech Replace RPAs and Current Record-Keepers?
Those who do not adopt and incorporate the coming wave of AI and fintech apps may find themselves wondering why competitors can charge so little for plan services or are able to work with smaller plans.
Read More -
Fund Manager Says There’s an Easy Way to Make 3% More
Simon Edelsten of Artemis Global Select joins Merryn Talks Money to explain how to invest in a world of persistent inflation.
Read More -
Franklin Templeton Says Its Money-Market Fund Is Attracting Crypto Assets
Total assets in the Franklin OnChain US Government Money Fund (FOBXX), which was launched last year, have increased to around $270 million.
Read More -
Dreams of Replacing Humans in Finance May Come True
We’re a long way from AI taking over Wall Street, but two credible studies suggest there’s no reason to think it can’t.
Read More -
Money Is Pouring Into Stock ETFs at a Time When Bearish Warnings Soar
More than $12.6 billion has been sent to equity exchange-traded funds in April, the largest influx since January and more than twice the rate of February and March.
Read More -
AI Is Coming for Wealth Management. Here’s What That Means
Experts weigh in on how artificial intelligence will change the money business.
Read More -
11 Must Reads for Real Estate Investors (April 24, 2023)
At a real estate conference last week, Sam Zell called remote work “bullshit” and said the office situation will change, reports Insider. Non-traded REIT fundraising bounced back in March, according to the latest data from Robert A. Stanger & Co. These are among the must reads from around the real estate investment world to start the week.
Read More -
Net Lease Investors Take a Pause as Price Discovery Gets Tougher
Low leverage and all-cash buyers continue to drive activity in the net lease space. But investors are tightening acquisition criteria to account for higher risk.
Read More -
RIA Roundup: Atria to Acquire Grove Point Financial From Kestra
The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.
Read More -
The WealthStack Podcast: Making Data Actionable
Scott Leak of FP Transitions describes what kind of data should advisors be looking at when it comes to making major decisions or transitions.
Read More -
RIA Edge 100: Brighton Jones
Younger advisors, younger clients and old-fashioned referral programs have helped $9.5 billion AUM Brighton Jones double revenue in five years—without relying on acquisitions or rising markets.
Read More -
S&P Downgrades Schwab’s Ratings On Interest Rate Risk
Schwab’s bonds are still investment grade, and S&P says the firm has enough liquidity, without needing to tap the Fed for funding.
Read More -
WealthStack Roundup: Hearsay Systems Becomes The Latest And Largest MarTech Firm To Embrace AI
Also, SmartAsset acquires DeftSales and Orion Advisor Services launches a newly redesigned website.
Read More -
'Pig-Butchering' Scams a Top Investor Threat, According to State Regulators
The oddly-named scheme, where a fraudster will bleed the victim’s finances in small increments, akin to fattening up a pig before they’re slaughtered, is gaining ground in the crypto space.
Read More -
It’s Not ‘ESG Investing.’ It’s Just Investing
By not taking ESG factors into account, financial advisors may be shirking their fiduciary duty.
Read More -
New Reg BI Guidance Focuses on Care Obligations At Heart of Recent Enforcement
The commission unveiled the latest in a series of guidance from SEC staff to better equip firms in meeting the care obligations of Regulation Best Interest.
Read More -
13 Must Reads for Real Estate Investors for the Weekend (April 21, 2023)
Blackstone’s co-head of real estate sat down with Bisnow to discuss how it will invest its new massive fund. Life insurance companies are snubbing the office sector, reported The Wall Street Journal. These are among some of the best stories we read this week from around the real estate investment world.
Read More
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company