08/14/2017
Active management stages a comeback
Industry has closed the gap on passive’s rapid growth since the start of the year
Wealth and Asset Management
08/14/2017
The Tirado Lalonde Group of Scotia Wealth Management
In return they receive our team’s full suite of advisory services.
08/14/2017
Waterway Wealth Management's Dan Michalk Receives the 2017 Five Star Wealth Manager Award
Waterway Wealth Management is an independent financial planning firm that provides comprehensive financial planning and asset management.
08/11/2017
RIAs, Family Offices A Rising Influence On Private Equity Markets
Private wealth advisors, especially a multi-family office or RIA, are more proactive with the way they’re handling these investments
08/11/2017
Some Advisors Bypass Large Robos for DIY Model
Advisors at Savant Capital also tell Financial Advisor IQ that the market risks due to consolidation are plentiful, and, as such, they’re making alternative plans.
08/11/2017
Former Merrill Lynch advisors launch Avantra Family Wealth
Collins says he liked the idea of becoming an independent firm and feels that the firm can deliver a higher level of service for the firm's clients as an independent firm.
08/11/2017
Westborough wealth management firm hits $2B in assets
The company reached the milestone 32 years after it was founded by Timothy Grimes, who is now its chairman.
08/10/2017
Wealth Management Firm Buys California CUSO
A growth-focused middle market private equity firm in New York
08/09/2017
Strategic Wealth Partners ranks as a top advisor
This is the seventh year the firm has appeared in FA’s annual ranking.
08/09/2017
Tiger 21 Expands in Mid-West with Launch of St. Louis Group
This latest expansion will introduce TIGER 21's unique model to the Gateway City, affording area entrepreneurs and business leaders access to an unparalleled community of peers whose knowledge and experience spans various industries and areas of expe
08/09/2017
Independent advisor platform Buys 600-Advisor Broker-Dealer
The acquisition is expected to close before the end of the year.
08/07/2017
Advisors Faced with “Turbulent Storm” in Wake of Founder’s Death
Court filings also claim that the firm is now being investigated by financial regulators
08/07/2017
US asset managers consider performance fees
The ‘put your money where your mouth is’ approach would be one way to regain trust
08/04/2017
Ex-Morgan Stanley executive acquires two broker-dealers, 500 advisers
Doug Ketterer is launching Atria Wealth Solutions with the backing of private equity shop Lee Equity Partners
08/04/2017
Wealthy clients failed by direct carriers’ one-size-fits-all approach
It’s because the majority of high net worth clients tend to be with a direct carrier like an Allstate or a State Farm.
08/03/2017
$7 Billion RIA Ronald Blue Sold To Thrivent Trust
Until a new name is chosen, the company will continue to be known as Thrivent Trust Company.
08/03/2017
Chinese Wealth Manager Plans Branches in Australia and Canada
China is not telling entrepreneurs don’t do anything outside
08/03/2017
Why High-Net-Worth Investors Seek Increased Real Estate Allocations
Real estate investing today vs. in past cycles is buoyed by a predictable debt and equity market and transparency.
08/02/2017
Bradley and Andrew Barnes Launch Entruity Wealth
For the firm's highest net-worth clients the Entruity team takes an active approach that is more highly levered, with greater risk and the potential for higher returns.
08/02/2017
LGT Vestra US Teams Up with NFL'S Jacksonville Jaguars as an Official Founding Partner in the UK
LGT Vestra US was established to meet the growing need from clients with a transatlantic footprint for suitable investment solutions.