On this episode, Jeff and Bruce come on strong with the questions and Michael Tiedemann, CEO of Alvarium Tiedemann, takes them in stride. There’s so much to unpack, from the inception of the Tiedemann Advisors to its journey of rebranding and going public. And of course the bigger questions: Does an RIA go public? If so, when? And do you misalign with your clients by going public?
Thom Maher is launching a firm, Maher Wealth Management, in Phoenix.
Some cities have far higher ratios of personal financial advisors to adult inhabitants than others.
Chappell Wealth Management is based in The Woodlands, Texas.
The launch follows the company’s offerings of similar plans in the UK and Europe; Transamerica will serve as record keeper for PEP.
The average decrease in total investment costs last year was 0.3%, according to the latest 401(k) Averages Book.
The Elder Planning Specialist Program is a 10-week online program that helps financial planners to meet the needs of aging clients.
John Cole Scott, president of Closed-End Fund Advisors, joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to talk about opportunities in the markets for closed-end funds, BDCs and interval funds.
BNY Mellon global head of ETFs Ben Slavin joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to discuss the massive market transition from traditional open-end mutual funds into ETFs.
The service aims to help RIAs and breakaways with organizational structure, compensation and entity design.
