RIA Roundup: Snowden Lane Surpasses $10B in Assets
About $140 billion in transacted assets was announced this week as milestones were achieved and new territory was conquered.
Read moreMay Brings Financial Literacy Wins!
NAIFA is celebrating major legislative victories in Alabama, Indiana, Montana, and Minnesota. In the month of May, these four states have passed legislation that will mandate the completion of a semester-long personal finance course to...
Read moreCommon Mistakes RIAs Make Hiring and Retaining Next-Gen Advisors
Set expectations, understand it takes time and expect the unexpected.
Read moreHow Can Financial Advisors Best Leverage the Opportunities in Front of Them?
Focus on marketing outreach, technology and talent.
Read moreRealtors' Expertise Maximizes IRA Returns for Retirement
Unveiling the blueprint: realtors’ real estate path to retirement.
Read moreWealthStack Roundup: Hearsay Social Study Reveals Increased Engagement, Shifts In Types Of Content
Also, Orion Client Portal now connects To Redtail, Clearwater Analytics and J.P. Morgan Asset Management integrate platforms and retirement technology platform Smart acquires ProManage.
Read moreSix Key Takeaways From RIA Edge
“It’s a bull market for advice” and more key themes discussed at the conference.
Read moreThe WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor
Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.
Read moreKey Takeaways from Wealth Management EDGE
Main themes discussed at WealthStack, Inside ETFs and the main stage of the conference.
Read moreFPA: Advisors Looking More Favorably on Alts
The survey by the FPA’s Journal of Financial Planning found more than half of advisors recommend clients allocate to funds with access to alternative investments. Almost 25% allocate to PE funds, twice the number from four years ago.
Read moreFinancial Literacy Advocate Brings First Fraternity to Financial Planning
Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.
Read more10 Must Reads for Real Estate Investors for the Weekend (June 2, 2023)
REITs are seeking higher share prices by stepping up mergers and acquisitions, reported Bisnow. Blackstone has brought its office holdings from 60% of its portfolion in 2007 down to 2% today, according to The Real Deal. These are among today’s...
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