RIA Edge 100: Altfest Personal Wealth Management
Digital marketing and home-grown planning software, FP Alpha, have launched RIA Altfest into a new phase of tech-enabled growth as the firm looks to expand into new locations.
Read moreSleepy Bank ETFs Roar to Life Amid SVB Contagion Fears
Bank ETFs have been at the epicenter of the action over the past week, a stretch which has seen three US banks fail with little warning.
Read moreRIA Aggregators Shift from Buyer to Seller
The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
Read more5 Common Traps to Avoid When Building an RIA Tech Stack
Tuesday, April 11, 2023 | 2:00 PM ET
Read moreGoldman’s Rubner ‘Shocked’ by Big Market Moves, Blames Liquidity
It’s getting increasingly more difficult to trade stocks and bonds without affecting their prices.
Read moreSEC Reopens Comment Period For Proposed Cybersecurity Rule
The Investment Adviser Association, the trade group for RIAs, said it appreciated the additional time and was worried about the “interrelatedness of the SEC’s current proposals.” The commission also proposed updates to cybersecurity...
Read moreThe Most Actively Traded ETFs in the Past Month
These funds saw the most activity over the past 30 days.
Read more11 Must Reads for CRE Investors Today (March 16, 2023)
Real estate investors pulling money out of Signature Bank contributed to the bank’s collapse, reports The Wall Street Journal. Short interest against SL Green has risen amid the struggles of the office sector, according to The Real Deal. These...
Read moreSVB Contagion Bleeds Into Wealth Management Stocks
A Morningstar analyst said it would be difficult to have a “run on the bank” for wealth management firms and does not expect to change his outlook for these companies.
Read moreT3: Rise of the Machines
“ChatGPT cannot be blindly trusted. You cannot overstate this,” said one executive at this week’s T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of the popular chat...
Read moreJoint Venture Issues that Can Arise in Office-to-Residential Conversions
For all the talk about office-to-residential conversions, moving forward on such projects can be complicated in a joint venture.
Read moreOpportunities for Advisors Amid the SVB Collapse
Don’t squander the chance to reassure clients they are protected while also setting them up for even greater long-term success.
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