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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
