Inside ETFs and Ritholtz Wealth Management have postponed their second Wealth/Stack conference from this September until October 2021.
The venue for the adviser-oriented event, which focuses on technology, investment management and practice management, remains the Omni La Costa Resort & Spa in Carlsbad, California.
The sponsors said the “the challenges of the Covid-19 pandemic” were the reason for the postponement.
Wealth/Stack Live, an online version of the event, will take place Dec. 1-3, said John Swolfs, CEO of Inside ETFs, which is partnering with WealthManagement.com on the virtual event.
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income