News

JPMorgan plans to expose investors to Bitcoin-friendly stocks

JPMorgan is another large player slowly giving investors access to Bitcoin trading given there is no cryptocurrency backed ETF in the U.S.

The post JPMorgan plans to expose investors to Bitcoin-friendly stocks appeared first on InvestmentNews.

Getting equity comp? Better have a financial plan, report finds

Companies that compensate workers with stock have a big incentive to get those employees to consider the holdings in the context of their overall financial plan, according to Fidelity.

The post Getting equity comp? Better have a financial plan, report finds appeared first on InvestmentNews.

Calvert: What’s ahead for responsible investing?

The top Overall Small Company believes 2021 could be a pivotal year for ESG investing.

The post Calvert: What’s ahead for responsible investing? appeared first on InvestmentNews.

Paradigm Capital Management: Seeking deeper insights

The Small Company Equity winner shares what proved pivotal in 2020.

The post Paradigm Capital Management: Seeking deeper insights appeared first on InvestmentNews.

American Century: Evolution paves the way

The Overall Large Company and Equity Large Company winner undertook several innovative initiatives.

The post American Century: Evolution paves the way appeared first on InvestmentNews.

Boston Private Loses Two Advisors to Lido

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

CI Financial Acquires $2.5B Barrett Asset Management

This marks CI’s 15th deal since entering the U.S. RIA market in January 2020, bringing its total U.S. assets to about $50 billion.

Morgan Stanley team managing $1.5 billion goes to Rockefeller

Maentz Machlovitch Group in Los Angeles specializes in working with Native American tribes.

The post Morgan Stanley team managing $1.5 billion goes to Rockefeller appeared first on InvestmentNews.

U.S. Household Net Worth Surged in Closing Months of 2020

Household net worth increased by $6.9 trillion, or 5.6 percent, to $130.2 trillion in the fourth quarter, a Federal Reserve report showed.

CI Financial notches 15th RIA acquisition in as many months

The Toronto mega-buyer continues to gobble up U.S. wealth managers at a record clip. Once the deal closes, CI is expected to have approximately $50 billion in U.S. assets and total assets of $212 billion.

The post CI Financial notches 15th RIA acquisition in as many months appeared first on InvestmentNews.

Michael Kitces' #FASuccess Podcast: Sophia Bera on Working With Millennial Clients

Gen Y Planning's Sophia Bera details why she uses a one-page financial plan and an action checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation clientele.

ESG: Growth Is Welcome, But What Drives Actual Change?

It’s not possible to make meaningful progress on “E” and “S” if “G” isn’t solidly in place.

Shrink to Grow: Why Advisors are Making the 'Strategic Decision' to Let Go of Assets

In a world where bigger is considered better, many of Wall Street’s most talented and productive advisors are opting to go against the grain and leave chips on the table.

Hybrid managing $260 million switches to LPL from First Allied

The Fox Alliance, a 15-person team that includes six advisers, is based in Austin, Texas.

The post Hybrid managing $260 million switches to LPL from First Allied appeared first on InvestmentNews.

The Stephen and Kevin Show: The Affluent's Response to LinkedIn Messages

Do the affluent respond to LinkedIn messages? Stephen and Kevin have done the research.

Amazon Quietly Began Building a Grocery Chain During Pandemic

The 11th Amazon Fresh store opened on Thursday. Amazon is working on at least 28 more stores.

Value-focused IVA Funds files to liquidate, close up shop

Faced with shrinking assets and performance challenges, the $2.5 billion boutique asset manager will shutter its two funds next month.

The post Value-focused IVA Funds files to liquidate, close up shop appeared first on InvestmentNews.

The Basics of Boosting Your Facebook Posts

If you want widespread distribution on Facebook, you'll have to pay for it. Fortunately, it's not all that difficult nor very expensive.

Mindy Diamond on Independence: A Top Attorney's Perspective on Transitions, Retire-in-Place Programs and Termination

Tom Lewis, certified civil trial attorney at Stevens & Lee, discusses the landmines financial advisors need to be aware of when considering changing firms.

The Capital Raising Formula: Optimizing Fundraising Through Technology

Tuesday, March 23, 2021 | 2:00 PM Eastern Daylight Time