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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

The first came in 2018, when he moved from Chicago to Colorado and worked at a husband-and-wife-run advisory that didn’t present a path to equity, partly because of the potential for control of the firm passing to the founders’ children. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

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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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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

Wealth Management

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Planning 153
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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Resonant was founded in 2018 with five employees and is led by co-founders Benjamin Dickey, CEO and president; Walter Dewey, executive chairman and chief investment strategist; and Barbara Herro, client service leader. billion in discretionary and non-discretionary assets. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

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Reversing a Roth IRA Conversion

Harness Wealth

The Tax Cuts and Jobs Act’s impact on recharacterizations On January 1, 2018, the Tax Cuts and Jobs Act fundamentally revised Roth conversion provisions by eliminating the ability to recharacterize conversions. Some investors even convert stable-value assets first to minimize market risk.

Taxes 52
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Transcript: Tom Barkin, Richmond Federal Reserve President & CEO

The Big Picture

He’s been a member of the Richmond Fed since 2018. 00:12:04 [Speaker Changed] So you joined the Fed in 2018 and it was a very consequential seven years. He is also on the Federal Open Markets committee and is responsible for a variety of Richmond Fed Tech technology and bank supervision.

Economy 130
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. I guess I got lucky in January or February of 2018. It depends on your asset allocation. She can go anywhere, do anything.

Assets 144