The mega-RIA will move "multiple-billions" of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.
Don’t have a succession plan? This report validates their importance for financial security and client continuity, and offers solutions and practical suggestions for developing one.
Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.
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