Fisher Investments Manager Selling Aaron Judge's Record Ball
By Jeff BermanYoumans was reportedly offered $3 million for the ball but recently chose to auction it off, according to ESPN.
November 17, 2022
Commonwealth Now Aiming for $1T in AssetsThe aggressive target "reinforces" the firm's commitment to advisor growth, CEO Wayne Bloom says, and includes some "light M&A in the future."
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 17, 2022
Ritholtz Wealth Taps Vanguard Veteran as New PresidentJay Tini will join the New York registered investment advisor on Jan. 1, managing the firm's day-to-day operations.
November 17, 2022
LPL Boosts Tax Capabilities for Advisors With HolistiplanAs part of LPL's vendor affinity program, Holistiplan's providing LPL advisors with discounted tax platform access and training.
November 16, 2022
DPL Set to Distribute Corebridge Financial AnnuitiesCorebridge brings two commission-free annuity products to the DPL platform, both geared to fee-only financial advisors.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.