12/24/2024
“This team holds deep industry knowledge and a passion for helping clients achieve what matters most to them, through tailored financial advice. On behalf of our entire team, I extend our heartfelt congratulations to them.”
12/23/2024
Generation Z and younger generations (ages 27 and younger) are expected to inherit over $15 trillion.
12/23/2024
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
12/23/2024
The platform secured its first client last year but the bank is now assessing long-term options
12/23/2024
The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.
12/23/2024
The rise of AI has sparked a constellation of startups promising to provide the data, infrastructure, chips, energy, and models to support the technology.
12/20/2024
Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management
12/20/2024
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.
12/20/2024
Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts
12/20/2024
Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers
12/20/2024
P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study The firm leads competitors in self-directed and full-service investor satisfaction in website and app
12/20/2024
Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University.
12/20/2024
The additional units will be immediately consolidated with the previously outstanding units
12/19/2024
As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment
12/19/2024
BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
12/19/2024
This collaboration represents a significant step forward for the RIA market
12/17/2024
Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.
12/17/2024
Jonathane Ricci leads the firm in offering a unique approach, merging managed legal expertise with profound philanthropic understanding.
12/17/2024
Family offices making direct investments in private companies may be taking on more risk than they realize
12/17/2024
The addition is one more step toward simplifying the complexity of private market investments for advisors.