10 Top Trusts and Estates Trends for 2015
Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states’ laws.
How a Fast-Growing RIA Gets Referrals
Three tips from Scott Swenor, the CFO of a boutique RIA that generates unusually fast net organic growth, according to Schwab.
Preparing Your Clients for the Digital Afterlife
Estate planners have started to see more clients’ digital assets outlive them, and they’re now tasked with helping families manage that digital legacy.
AMG Wealth Acquires Equity Stake in Clarfeld Financial Advisors
Palm Beach-based AMG has acquired an equity interest in Clarfeld, based in New York and with a presence in London.
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
New Threshold Wealth Management Focuses on Mid-Range Wealthy
Just below the level of wealthy multigenerational families are private individuals and families who require personalized investment advice and financial planning, but without the panoply of other family office services.
The 2012 Top Wealth Managers Profiles: No. 10—Silvercrest Asset Management
At No. 10 on the list of Top Wealth Managers: Silvercrest, an employee-owned business that seeks to offer “bespoke service like old private banks”
New Hire Roundup: Orizon Joins Mariner
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.