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Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients

Nerd's Eye View

the types of investment products or strategies that a custodial broker-dealer can handle in an accurate and timely fashion), and commission rates (which can include asset-based pricing, platform fees, account activity fees, and more), among others.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

In this episode of the RIA Edge Podcast, Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning, which have far more profound impacts on client outcomes than marginal tweaks to an allocation model or changes in asset managers and investment funds.

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How to Communicate With Your Clients About Market Volatility (Free Template)

Indigo Marketing Agency

But as a financial advisor, how should you communicate with your clients about market volatility? First, your campaign about volatility is likely to get twice as many views and shares as your other campaigns, as we can see in this example from back in 2016. But what’s the best way to communicate about the recent market events?

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How And Why To Give Away Your Money In 2024

Walkner Condon Financial Advisors

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

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Vodafone Idea: Adapting to India’s Telecom Market Shifts for a Comeback

Trade Brains

What pushed both companies to come together was the entry of Reliance Jio in the Indian market in 2016. Reliance Jio, launched in 2016, revolutionized the industry by offering affordable data plans and free voice calls, causing a seismic shift in consumer preferences. lakh crore.

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