Dynasty/F2 Survey Highlights Benefits of 'Partnered' Independence
The survey found RIAs that work with wealth management platforms—like Dynasty’s—grow significantly faster and have higher valuations than standalone firms.
Read moreThe Threat to Economic Growth of Rising U.S. Debt-to-GDP Ratio
It could lead to lower equity returns for Investors.
Read more11 Investment Must Reads This Week
Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Stanger. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream. These...
Read moreETFs with the Worst Three-Year Returns
Funds focused on clean energy and cannabis performed the worst over the last three years.
Read more$750M Advisor Joins Raymond James from Schwab
Lynette Ancona will be part of Raymond James’ employee advisor channel. Previously, she was a branch-based advisor with Charles Schwab.
Read moreAdjusted for Risk: How Advisors Can Differentiate Themselves Via Retirement Strategies
Dunham Trust’s Sal Capizzi details how advisors can bring value to their clients through retirement planning and understanding the different retirement strategies.
Read moreHow Adopting My Son Has Made Me a Better Leader
Is there a junior talent pipeline program your firm is willing to invest in?
Read moreCalifornia CPA Firm Unveils WFY Wealth Management
Wright, Ford, Young & Co. launched its new division on the Integrated Partners platform.
Read moreRIA Edge Podcast: Modern Wealth's Mike Capelle on Lessons Learned at United Capital, Goldman Sachs
RIA executive Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
Read moreClient Cash: Mapping an Underexplored Opportunity
Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.
Read moreRoger Hobby Named Executive Vice President For Empower Personal Wealth
Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.
Read moreLegacy in Limbo: Family Businesses Without Heirs
Proactive succession planning can ensure a smooth transition and continued success.
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