News

The Four Personality Factors that Drive Successful RIA Acquisitions

This report, developed by behavioral scientists, shows that certain personality traits lead to a successful RIA acquisition.

Are We Missing the Purpose of the Purpose Trust?

Advisors and attorneys shouldn’t be afraid to use it.

IRA Beneficiary Distributions to Charity

Getting a private letter ruling turns into a Kafkaesque experience.

Donor-Advised Funds: Flexible, Efficient Donor-Centric Philanthropy

Rebutting the critics.

Advisors Face Retirement Income Literacy Gaps Among Clients

Less than one in 10 individuals think it is "very likely" they will need long-term health care in retirement. Advisors beg to differ.

Private Foundations and For-Profit Organizations

Friends with benefits?

Addepar Launches Investor Sentiment Index

The firm has used anonymized UHNW and HNW client equity transaction data.

Charitable Tax Planning in an Uncertain Coronavirus and Tax World

Walking-around knowledge on the basics and the new stuff.

Five Factors That Impact How COVID-19 Affects Philanthropy

The ramifications of the pandemic are now beginning to become clear.

Invesco to combat front-runners with nontransparent ETFs

“It’s not just a shiny object, it’s really about content,” the firm’s head of ETFs and indexed strategies said.

Bracing for Major Disruptions

Policy proposals for income and transfer tax systems and their effects on charitable giving.

How One Fossil Fuel Free ETF Proved Oil Doesn’t Pay

Five years ago, State Street started a new, green fund. The world hasn’t been the same since.

Invesco Wants to Combat Front-Runners With Nontransparent ETFs

The new ETFs from Invesco would join a slate of products introduced this year that don’t disclose their portfolios each day, a departure from traditional ETFs that reveal holdings daily.

My Life as a Client: Look Before You REIT

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked with Pam Silverthorn, owner of Inspire Wins LLC, a proposal development consultancy based near Houston.

The 20 ETFs with the Largest Inflows in the Past Month

These funds took in the most money during the volatile past 30 days.

Complying with state senior reporting statutes

Firms must consider the interplay between different reporting laws in each state to maximize their immunity

The post Complying with state senior reporting statutes appeared first on InvestmentNews.

Is Your Support Team Helping Build Client Loyalty?

Emotionally connected, loyal clients are ideal clients.

Maximizing Independence Through the Power of Technology

By harnessing the tech tools now available to advisors, and choosing the ones right for them, independent RIAs can better serve clients while creating a more profitable business.

The post Maximizing Independence Through the Power of Technology appeared first on InvestmentNews.

What is best-in-breed technology?

Janelle Ward surveys the vast technology landscape and maps out the latest ways to create efficiency in RIA firms.

The post What is best-in-breed technology? appeared first on InvestmentNews.

Adviser recognized for helping Haitian children

Invest in Others named Michael J. Martin of ELM Wealth Management at Raymond James as winner of a 2020 award

The post Adviser recognized for helping Haitian children appeared first on InvestmentNews.