The investment will help Truvestments share its Demogronomics model for investment management and client engagement on a larger scale.
The more we see a brand, the more we come to recognize it as trustworthy. This applies to financial advisers, too.
Each of my adventures has taken time, energy, effort and a willingness to be pushed outside of my comfort zone. The same is true for investing.
Bullion and real U.S. interest rates have climbed this year but tightening rate cycles are not necessarily bearish for gold.
The Chicago-based fintech has recently been approached by at least one private equity firm interested in acquiring it, according to people familiar with the matter.
Jennifer Main joins Raymond James & Associates – the firm's employee advisory channel in Oskaloosa, Iowa.
The trend of breaking away seems to have intensified a year after most employee-advisers were suddenly left without the resources or supervision of daily office life.
The Canadian financial conglomerate acquired Newport Beach, California-based Corient Capital, while its earnings show its U.S. operations now represent its largest business segment.
A solo adviser joined the firm in Yakima, Washington, and a duo signed on in Durango, Colorado.
Divorce-related issues are specialty of Rehoboth, Massachusetts-based Lars Lambrecht.
Of the 15 largest funds held in 401(k) plans, just one has a positive return for the year as of Thursday, according to data from Brightscope.
Greenwood Village, Colorado-based Brent Hablutzel and Zachary Bond-Stefo will operate as the Hablutzel Group.
Donations of noncash assets are also increasing, with Fidelity reporting that donors gave $331 million in digital assets last year, up from $28 million in 2020.
Young investors raised the total number of individual retirement accounts to a record 12.3 million, the firm said, while a record 38% of people boosted their 401(k) contribution last year.
The RIA aggregator reported that it finished 2021 with a bang, closing 22 deals in the fourth quarter alone. For the year, it hit a new high of 38 RIA transactions.
As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.
This month’s #AdviserTech roundup includes Wealthfront’s $1.4 billion acquisition by UBS, Gemini’s purchase of Bitria, and a couple of deals related to RIA compliance technology.
Stocks fell as President Joe Biden warned of an imminent Russian attack on Ukraine, combined with other concerns, like rising inflation.
The firm reported a 9.4% decline in the number of advisers last year, but said it had 2½ times more recruited assets in 2021, at $929 million, compared to $363 million in 2020.
The three advisers, who operate as Outcome Private Wealth in Salt Lake City, are affiliating with LPL through OSJ Stratos Wealth Partners.
