Wealth Management

AUGUST 5, 2025

Merchant, which has 115 partner firms, has invested in Sterling Trustees, an independent South Dakota chartered trust company. The firms did not disclose the amount of the investment. Rather than managing the assets directly, Sterling works with the clients’ investment advisors and independent custodians.

Investments

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Matt Reiner is a CFA, CFP Ⓡ professional, and partner at Capital Investment Advisors and Wela Strategies. Together with Rianka R. Matt Reiner.

Financial Advisor

Inside Information

SEPTEMBER 28, 2021

If the petitions get traction, it could bring about huge shifts in the regulatory playing field for fiduciary advisors and Wall Street—and benefit financial consumers perhaps most of all. Both petitions are signed by Michael Kitces in his capacity as Executive Chairman and Co-Founder of the XY Planning Network.

Financial Planner

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. It was a big drop.

Clients

Inside Information

OCTOBER 30, 2021

“If we could actually focus on plain language,” he says, “and say: this is what the business and the practices of broker-dealers are, and this is what the business and practices of investment advisors are , then I believe investors would understand it perfectly well.

CFP

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP