Envestnet Launches Trust Services Exchange for RIAs and BDs
By Jeff BermanThe firm has teamed with fintech firm Trucendent to enable advisors and broker-dealers to use trust accounts to efficiently transfer wealth between generations.
February 23, 2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management FirmIn an interview, CEO Greg Fleming comments on the rumor that Rockefeller Capital is offering lucrative signing bonuses to advisors.
February 23, 2021
15 Cheap, Friendly Cities for Retirement: 2021One notable factor in this ranking of metro areas is the availability of communities for residents 55 and older.
February 23, 2021
Wells Fargo to Sell Asset Management Unit for $2.1BTwo private equity firms will buy the unit.
February 22, 2021
Thinking of Starting an RIA? Think CarefullyThe trajectory of the BD industry could be a cautionary tale for advisors who want to start their own RIA.
February 22, 2021
Samantha Russell: How to Leverage SEC's 'Game-Changing' New Ad RuleThe marketing whiz tells ThinkAdvisor how RIAs can use testimonials once the rule goes into effect in May.
February 22, 2021
The Do's and Don'ts of Partnering With CPAsEd Slott, Jeffrey Levine and other CPAs and advisors give advice for making this critical relationship work.
February 21, 2021
Creative Planning CEO: Biden's Capital Gains Tax Plan Could Kill Model PortfoliosAn increase in the capital gains tax could "dramatically change investment decisions" advisors make, Peter Mallouk tells ThinkAdvisor.