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HNW advisors see an edge in customized portfolios
Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.
Marshall Wealth Management Group has a new name for a new beginning
The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.
Tech team-up aims to ease payment pain for advisors
Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.
Financial fraud in the age of AI
Advisors can differentiate themselves by helping clients better understand the new types of scams that technology has made possible and advising them on what to do to guard against financial fraud.
Boston wealth firm breaks new ground in portfolio personalization
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
Fearless conversations with clients about divorce can change lives
‘I want to help people figure out what the future looks like and make sure they're going to be OK,’ says advisor at Halbert Hargrove.
Cetera partnership promises 360-degree view of clients’ finances
Wealth giant says advisors will benefit from industry-leading data integration across brokerage, trust, and digital banking accounts.
How to hire new college grads and turn them into great advisors
Hiring workers fresh out of college doesn't come without challenges, but we've found that overcoming these challenges has been well worth it.
Time to break the silence on generational wealth: Edward Jones
Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.
How do model portfolios improve the client experience?
Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.
Partnership announced that aims to transform RIA channel
Invesco and Vestmark combine forces to enable greater portfolio personalization and tax management.
Net flows pose huge challenge for RIAs, advisor says
‘What are we going to do about organic growth when we can't hold on to the household of the primary relationship?’
Cetera sweetens advisor growth offering with industry-first guarantee
The broker-dealer giant is providing a money-back guarantee to newly affiliated advisors and firms.
Father-son team shares tips for business, relationship success
UBS wealth manager Hannes Grascher was extremely careful when he brought his son Max onto his team.
$5B family office beefs up ultra-high-net-worth support service
Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.
Giving back to health care providers through financial advice
‘Financial management, especially in the medical field, is super valuable,' advisor says.
Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
Commonwealth tech partnership focuses on advisor succession
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
Merit unveils independent advisor affiliate model
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
