RubinBrown Advisors, the registered investment advisory affiliate of Leawood, Kansas-based accounting and consulting firm RubinBrown, has merged with Kansas City, Missouri-based Wealth Management Advisors.
The combined firm, which operates as RubinBrown Advisors, manages $1.7 billion.
Wealth Management Advisors, which was founded in 1993, served more than 300 clients and managed approximately $470 million. RubinBrown, founded in 1952, launched its advisory business in 2002.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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
