Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
Plan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
Washington Wealth Adds $180M Reps
The independent hybrid RIA says it has added 12 advisors in about nine months.
2 Hybrid RIAs Add Wirehouse Reps in California
Plus, Lebenthal Wealth Advisors opens branch in North Dakota energy boomtown.
LPL Adds $1.2B Team; Wells Fargo Recruits $1.4B Reps
Also, Washington Wealth brings in group from RBC with $830 million in assets, as Morgan Stanley's Graystone attracts Merrill institutional team.
Wells Fargo, Raymond James Recruit Teams; LPL Adds 13 Reps
Plus, HighTower and NFP add separate retirement plan groups to their operations as partners.
Advisor M&As to Make Comeback in ’14: Tiburon
While deals in the RIA space slowed dramatically in 2013, many factors are driving a turnaround this year.
Top 10 Wealth Management Trends for 2013
Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.
Palaveev Forms Team-Based Consulting Firm for Advisors
The Ensemble Practice will focus on what Philip Palaveev says are the building blocks of the “future of the industry”—small ensemble practices looking to build businesses.
New Hire Roundup: Feldman Named Gold Bullion CEO
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
Six-Word Strategy: Catching Up with Jeff Montgomery
Just so we’re clear, AFAM stands for Al Frank Asset Management.