1 month ago
Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality and the future of his business.
Louis Diamond
1 month ago
Tastytrade is the first firm to sign on, but Apex says it is seeing demand from wealth managers and RIAs.
Diana Britton
1 month ago
In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.
David Bodamer
1 month ago
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Operational building certifications are one of the most direct ways to lift GRESB Performance scores. These increase the certified floor-area share in your portfolio, which is what GRESB uses to award points in BC1.2.
Kyle Gustafson
1 month ago
Tracking metrics without acting on them defeats the purpose.
Matt Sonnen
1 month ago
The new regulation would allow pre-tax payroll deductions, similar to health savings accounts, though other vehicles may offer better benefits.
Caitlin Reilly, Sarah Foster
1 month ago
About 26% of Gen Z investors born between 1997 and 2007 said they treat sports betting as a deliberate, ongoing component of their financial plans
Zijia Song, Michelle Amponsah
1 month ago
In other news, Diald raises additional seed capital, and SEI partnered with WTW Investments.
Wealth Management Staff
1 month ago
Rayonier Inc.’s (NYSE: RYN) merger with PotlatchDeltic in January wasn’t simply another industry transaction; it represented the culmination of years of consolidation and the creation of a company that management believes is increasingly able to unlock value beyond traditional timber harvesting.
pconnors@reit.com
1 month ago
The transaction will help preserve the company’s culture while generating substantial charitable impact.
Anna Sulkin Stern
1 month ago
Planning is too important for “set it and forget it.”
Joshua Dorcey
1 month ago
Sustaining wealth across generations requires clarity of purpose, engagement and preparation.
Jill Shipley, Harmony Abney
1 month ago
Open, honest and candid discussion about July jobs, Schlichter settlement, DOL amicus briefs, the struggle to find new advisors, financial planning as a benefit and more.
Fred Barstein
1 month ago
The acquisition will push Goldman’s ETF assets to about $130 billion.
Sridhar Natarajan, Todd Gillespie
1 month ago
Advisors will be able to customize Vanguard’s Strategic Active/Passive and Fixed-Income model portfolios.
Elaine Misonzhnik
1 month ago
With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.
Alex Ortolani
1 month ago
Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines’ workplace investments business with its financial planning and wealth advice.
Alex Ortolani
1 month ago
The firm's second-quarter results showed total assets under care climbed to $2.6 trillion, driven by market gains and strong client asset flows into advisory programs.
Diana Britton
1 month ago
In a shift, advisors see risk and performance analytics tools as key, while putting less emphasis on custodian connectivity and simplified sub doc processing.
David Bodamer
1 month ago
Pandemic-era reprieves will end soon for all but low-income borrowers.
Lynn O'Shaughnessy
