Mercer's Magic Formula for Growing Assets Over 50% in 18 Months
By John ManganaroKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 14, 2024
How to Avoid 5 Mistakes With Client TestimonialsIt's important to establish a publishing process with appropriate guidelines and disclosures in place.
May 14, 2024
More Advisors Plan to Recommend Crypto: SurveyThe advent of spot bitcoin ETFs and a surge in price are piquing advisor interest, Ric Edelman says.
May 13, 2024
Creative Planning Joins Fidelity Referral ProgramCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 13, 2024
Why Goldman Bought, and Sold, United CapitalExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.
May 08, 2024
Osaic Closes Lincoln RIA and BD AcquisitionThe addition expands the wealth management firm's network of seasoned and specialized financial professionals, CEO Jamie Price says.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
May 03, 2024
Altruist Hits $1.5B Valuation After Latest Funding RoundThe startup custodian for independent RIAs has raised over $450 million total.