Risk, Retirement Remain Top of Mind for Advisors
In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.
Read moreIn a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.
Read moreBy 2045, millennials and Gen X are projected to control 80% of all private wealth.
Read moreThe issue over who owns 401(k) and 403(b) participant data and whether it is a plan asset is one of the hottest debates in the defined contribution industry.
Read moreAccording to one group of economists, office real estate values will not recover until 2040, reports Fortune. Non-traded BDC fundraising continues to outpace non-traded REITs, according to the latest data from Robert A. Stanger & Co. These...
Read moreUnder the Gateway Growth Partnership, the OSJ will take a 15%-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm’s holding company.
Read moreGeller moved into West Palm Beach, Waverly Advisors moved into Austin and NewEdge Wealth moved into the Bay Area this week, as more than $10 billion in assets was transacted.
Read moreDigital asset custody and trading services from Fidelity Digital Assets will be accessible within Wealthscape.
Read moreHalo Investing’s Joanna Kanakis describes how technology is powering better investment outcomes for clients.
Read moreAlso, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.
Read moreStoneStreet is the latest addition to OneDigital’s growing institutional retirement and wealth management divisions.
Read moreDooley launched the SPAC in 2021, with the goal of acquiring wealth management firms. It now plans to take Unifund, a consumer debt servicer, public in a $238 million deal.
Read moreThe amount of distressed commercial real estate assets rose 10% in the first quarter and now amounts to $64 billion, according to MSCI Real Assets. Some owners are coughing up cash to buy time on their mortgages, reports The Real Deal. These are...
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