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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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First Republic Retains Nearly 90% of Wealth Advisors

Wealth Management

Despite some high-profile departures, the bank says the exiting teams accounted for less than 20% of total wealth management assets.

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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Will More Wealth Advisors Gravitate to 401(k) Plans? Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.”

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Steering Clients Away From Investing Mistakes

The Big Picture

Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. billion in assets under management. billion in assets under management. Both investors, says Ritholtz, subscribed to the view that we are all better off if we just make fewer mistakes.

Clients 147
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Adviser links: a unique experience

Abnormal Returns

Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. kitces.com) Tax planning and wealth management go hand-in-hand. wealthmanagement.com) Asset location isn't job number one, but it is a job. thinkadvisor.com)

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Adviser links: widespread anxiety

Abnormal Returns

riabiz.com) The biz Pershing is going to start assessing asset-based fees. riabiz.com) The latest advisortech news including 'Betterment Acquires Rowboat Advisors.' riabiz.com) Wealth advisors are on notice: inheritors are likely to fire you. riabiz.com) RIA acquirers have a more nuanced approach these days.

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Private Wealth Asset Management Snaps Up $1.9B Team From Wells Fargo

Wealth Management

Three former Carson Wealth advisors have joined Private Wealth Asset Management by way of Wells Fargo Private Bank.

Assets 246