With a $50 million Series B in the rearview mirror, Altruist hired Grace Mellis as its first chief financial officer and Adam Grealish as its first head of investments.
Sarah LeBlanc, vice president of marketing at LPL Financial, speaks about the most effective advisor marketing strategies and ways you can increase your growth while still reaching the most influential people.
In this week’s fund news, Alerian buys ETF Trends and ETF Database; fund companies are giving VC firms a run for their money; and crypto asset manager Grayscale hires a new head of ETFs.
Join this webinar on August 11th at 2pm ET / 11am PT to learn how to stay effective no matter where you are located–regardless of kids, pets or other distractions. Hear from work from home veterans, Diana Ermini of Sage Intacct and Ryan Kerry of KnowLedger, as they share specific technologies and strategies designed to help you create a remote-friendly culture with your team(s).
This short video shows you how the process works—and why, for your tax-sensitive clients, broad market exposure via an SMA may be the better choice over an ETF.
.png){kind=small}
.png){kind=small}
