Market Shouldn’t Fret Biden Presidency, Scowcroft Group Says
The resurgence in U.S. stocks from their Covid-19 crisis low in March, along with Biden’s recent strong polling numbers, have revived investor interest in the November election.
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Family Offices Get Greater Access to Private Company Trades
Family offices are increasingly turning to private markets as they look for early access to hot startups and seek returns beyond those of publicly traded securities.
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Transparency with Diana B.: Living With Type 1 Diabetes
COVID-19 has put the diabetic community on alert. Morgan Stanley’s Head of Philanthropy Management Melanie Schnoll-Begun, who has Type 1 diabetes, is in the thick of it.
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Cheryl Nash’s Tegra118 Acquires RetireUp
Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.
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Indiana RIA Lakeside Joins Captrust
Captrust has added Lakeside Wealth Management to its burgeoning national franchise.
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What Carson Group Saw in a Small RIA
The partnership with Bain Wealth Management, a $100 million RIA in Salem, Ore., provides a good example of Carson Group’s strategy.
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Creative Planning Pledges to Donate $12 Million to Social Justice Reform Groups
Creative Planning CEO Peter Mallouk said the firm will also create an ongoing financial education program for disenfranchised communities.
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M1 Finance Raises Millions in Series B
The firm's scale and organic growth has impressed investors.
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No Better Time to Cover Your Ass(ets)
Asset protection isn't just for wealthy clients, particularly in a post-COVID-19 world.
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Busting the Myth of the Marlboro Man
Quitting tobacco and fossil fuels should no longer carry a wealth warning.
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RIA Leaders: Unlock the Full Power of Your People
RIA principals are failing the next generation of industry leaders, writes industry M&A consultant David DeVoe.
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Wigand Integrated Wealth Leaves Merrill for Sanctuary With $115 Million in AUM
Reinhold and Sam Wigand became the latest advisor team to bolt for Sanctuary Wealth.
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Ignorance Will Hurt Under New CFP Tech Standards
CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.
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IRS Allows Remote Signature/Notarization for Retirement Plan Elections
Notice 2020-42 issued to accommodate local shutdowns and social distancing measures.
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FPA 'Externship' Is Underway
The virtual-only two-month financial planning course is a first for the organization.
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A Recovery is Shaping Up
A key barometer of investor sentiment points to further gains in the stock market, at least for the short-term. The Bond market is another story.
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LPL's Super OSJ Recruits $370 Million Firm from Wells Fargo
Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.
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Startup Studios: A Different Approach to Investing
Is there money to be made in idea factories?
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Enhancing Value When Planning a Business Exit Strategy
Transitioning from life as a business owner to a retiree should be thought of not as a moment in time—but as a journey.
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