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$6.5B RFG Advisory Launches Suite of Active ETFs

Wealth Management

RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.

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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

He said the tie-up made sense with Innovative CPA Group clients looking for wealth management capabilities, and his background in institutional investing meaning expanded investment options for high-net-worth clients. In addition to ICG clients, Minopoli said the Innovative Asset Advisors will offer to “be the RIA arm” of other CPAs.

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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. My guest on today's podcast is Griffin Kirsch.

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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

Peneva joined Swiss Re in 2017, becoming co-head of client solutions & analytics, before being named Group Chief Investment Office and member of the Group Executive Comittee in 2023. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important.

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