Charles de Vaulx, chairman and chief investment officer of International Value Advisers, has died.
Morningstar reported the award-winning value-oriented portfolio manager apparently took his own life in his office in Manhattan.
De Vaulx's death at age 59 came seven weeks after the firm announced it would liquidate its two funds and cease operations. IVA, which managed $863 million at the end of 2020, reportedly completed its liquidation on April 19.
LIMRA data show record RILA demand as advisors lean on guaranteed income to calm anxious clients.
The firm's multiyear sponsorship agreements with Duke and Oregon athletics put it in front of a new generation of high-potential NIL earners.
The move follows earlier dealmaking and leadership changes as the Overland Park-based hybrid RIA builds toward a nonprofit-focused institutional platform.
From building multigenerational relationships to entering new adult planning areas and building healthy financial habits, higher education can be a gateway for advisors to become trusted partners to families.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
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