The pair have opened Marble Wealth in Montgomery, Alabama, and have been joined by Adam Rogers, previously a portfolio manager at Retirement Systems of Alabama.
Colleen Bell, Jeff Vivacqua and Seth Miller become presidents of their respective divisions as part of a new organizational structure.
Jeff takes the pod solo, interviewing the founder and president of The ETF Store, Nate Geraci, about the nuances of single-stock ETFs. Nate talks about how we got to this point, how the newly released ETFs that invest in a single security work, and who they work for.
Startup Fidelis Capital has offices in Tampa and Dallas; the bankers advised on almost $6 billion in AUM at their former firms.
As more advisory firms go fee-only and as RIAs grow, InvestmentNews Research has come up with a list of the biggest fee-only firms.
As M&A fuels growth among registered investment advisers, here’s a ranking of the fee-only firms that are growing the quickest.
Personal Wealth Partners managed $631 million from two offices. The new locations in Minnesota and Wisconsin brings the total number of Credent Wealth Management offices to six.
The feature is designed to help plan participants and retirement plan advisers see the full wealth picture.
Reynolds Investment Management’s eight-person team will work under Captrust’s brand.
The organization of state regulators cautions about taking advice from social media financial influencers because of possible conflicts.
