Meet the Winners: LUMINARIES in Executive Leadership, 2021 — Firms
By Michael S. Fischer and Emily HolbrookHere are the firms being honored for driving the financial industry forward in executive leadership.
October 25, 2021
Rick Ferri: Advisor Fees Are 'Last Bastion of Gluttony' in Investment IndustryProviding both advice and portfolio management is a conflict of interest, the consultant tells ThinkAdvisor.
October 25, 2021
Trendspotter: Advisor Movement From State to SEC Registration Is SurgingAs markets and the demand for fiduciary advice have grown, more firms have had to take this step, compliance pros say.
October 25, 2021
University of Akron to Stage Event for Next-Gen AdvisorsDiversitas, which is run by the university's College of Business, strives to promote diversity and inclusion in financial planning.
October 25, 2021
Advisors Blast Democrats' Billionaire Tax Plan"This is lunacy!" one advisor tweeted, while others predicted a tax on unrealized gains would be challenged in court.
October 25, 2021
Democrats Draw Up Billionaire-Tax Plan as Corporate Hike FadesSenate Finance Committee Chair Ron Wyden plans to unveil a new tax on the unrealized capital gains of the ultra wealthy this week.
October 22, 2021
Kitces: Schwab 'Declaring War on Funds' With Direct Indexing PlatformMichael Kitces' remark touched off a debate among advisors on the pros and cons of direct indexing.
October 21, 2021
Ritholtz, Advisor Circle Execs Plan 'SXSW-Like' Wealth FestivalIt includes no pay-to-play presentations and involves four hotels and outdoor space in Huntington Beach, California.