Wealthspire Launches Trust Company to Support Wealthy Clients
By John ManganaroThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 12, 2024
S&P 500 Climbs as 90% of Its Shares Push HigherStocks hit fresh all-time highs as the latest economic data reinforced bets the Federal Reserve will cut rates in September.
July 12, 2024
RIAs Look to Automation, Multiple Custodians to Spur GrowthSixty-four percent of advisors in an Interactive Brokers survey reported using at least two custodians.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 12, 2024
Social Security Tells Some Online Users to Move Their AccountsTo keep online access, users with older accounts need to transition them soon.
July 12, 2024
Few Young Adults Know What Disability Insurance IsJust 48% of adults ages 55 and older could pick out the right description from a list.