| | | | | Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner. Read More > |
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| | | Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen. Read More > |
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| | | AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business. Read More > |
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| | | Two leaders with different career paths, but a common theme: Joining principals who gave them the latitude to make an impact. Read More > |
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| | | The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide. Read More > |
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| | | Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera. Read More > |
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| | | According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets. Read More > |
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| | | The former RBC Capital Markets team will join Raymond James’ employee advisor channel. Read More > |
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| | | PEAK, which has 120 advisors and about $1.2 billion in assets under advisement, will operate as a separate subsidiary of Thurston Springer. Read More > |
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| | | Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors. Read More > |
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| What's In My Model Portfolio? |
| | | Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios. Read More > |
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