Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
Ruchir Swarup, who worked at BlackRock for 19 years, will be Addepar's first full-time CTO since co-founder Jason Mirra left in 2014.
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CFP Board Tech Provisions Sow Confusion
The Board said its new Code reflects the reality of today's advice; it's left many advisors and vendors scratching their heads.
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$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors
Octavia Wealth Advisors, a firm that managed $1.6 billion in AUM at AXA Advisors, has 35 employees and offices in Cincinnatti, Los Angeles, San Diego and Miami.
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Determining Necessity of Discretionary Distributions
Nevada court finds that trust beneficiary’s other resources may not be relevant.
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Reg BI Has Broader Scope Than Many Think
Some key areas for brokers to assess in determining whether they’re subject to the new rules as implementation date approaches.
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When Death Touches Your Workplace During COVID-19
Tips and resources for supporting grieving colleagues, despite the lack of physical interaction.
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2020 Will be a Great Year for Recruiting
As we start to emerge from the COVID-19 crisis, there remain five key reasons why this is still a good time for those considering change.
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Signs of an Early Economic Recovery Shift the Conversation
The future is fraught with risk, but the latest data is optimistic.
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Fast-Growing Cresset Acquires PagnatoKarp to Create $9.5 Billion RIA
This marks Cresset's third and largest deal since it was founded.
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Foreign Investors Have Stayed Away from U.S. Real Estate in Recent Months. That Trend Is Not Expected to Hold
Once the pandemic is over, foreign buyers will likely see attractive investment opportunities in core assets.
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Why Free Trading Really Isn't Free
Free isn’t free: How investors subsidize “commission-free” trades
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Sanctuary Wealth to Finance Partner Firm Acquisitions
The Indianapolis breakaway acquirer will now fund sub-acquisitions of its partner firms, taking a minority stake in the acquired firm.
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U.S. Family Offices Lead Global Ranks With $396,000 Salaries
There are more than 10,000 single-family offices globally, at least half of which were started in the past two decades
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Reconnecting With Clients During COVID-19
Where do you want your career and practice to be when the 'new normal' arrives?
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Advisor in Dynasty’s Backyard Leaves UBS to Start His Own Firm
Former UBS advisor Matt Kilgroe, who advises sports and entertainment professionals, has left the brokerage to launch his own firm, Cyndeo Wealth Partners.
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Morgan Stanley Sued for Race Bias by Former Head of Diversity
Marilyn Booker claims in her lawsuit that senior leaders at Morgan Stanley refused to adopt her plan to address racial bias at the firm and instead terminated her.
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Will COVID-19 Change the Way We Work Forever?
Physical space will be reduced, office layouts will be adjusted, and shifts of employees coming in and out of the office will be instituted.
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Clayton Says COVID-19 Underscores Need for Reg BI
The SEC Chairman also introduced a new website for clients to assist them in reading their Form CRS, and said advisors should focus on ensuring rollover recommendations are sound.
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Summit Street Wealth Management Joins LPL from MML
Wisconsin-based Summit Street Wealth Management was partly attracted to LPL because of President and CEO Dan Arnold’s history in the bank channel.
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Three advantages of going independent
Ever wonder why so many choose to run their own business?
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