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Brent Brodeski discusses how AI and fintech advancements are transforming wealth management, urging RIAs to adapt and seize value creation opportunities.
Ritholtz Wealth Management relocates its Chicago office to The Salt Shed, emphasizing the importance of physical workspace in attracting talent and fostering collaboration.
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Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years. I am looking forward to this conversation.
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Zephyr's Ryan Nauman and FolioBeyond's Dean Smith cover the changing landscape of fixed income investing, the impact of tariffs, the importance of managing drawdown risk, and adapting investment strategies to modern market conditions.
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year. Download the eBook today!
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.” Natixis, however, will continue to provide direct indexing services to Edward Jones.
Employer branding is a long-term strategy that helps companies manage the knowledge and perceptions of current and potential employees, convey the values and characteristics that define your organization’s culture, and promote commitment and pride in belonging to your company’s workforce on a global scale.
F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.
For investors, the prudent path remains clear—embrace low-cost, systematically managed funds and let the odds work in your favor as opposed to active management.
The fund’s proposed fee is 0.22% — cheaper than any existing actively managed high-yield ETFs, data compiled by Bloomberg showed. Related: 14 Investment Must Reads for This Week (July 1, 2025) In addition to JPMorgan Asset Management, Capital Group also unveiled its first actively managed high-yield ETF last week.
However, while this provides companies with new and exciting opportunities, it also comes with its challenges, one of which is managing employees in various countries. Remote work has opened the doors to hiring the best talent, wherever they may live.
Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Raymond James added a group of seven advisors managing more than $1.1 Cukaj and Siena will lead QuantumView Wealth Management, which serves high-net-worth individuals and multi-generational families. EP Wealth Hires Integrations Head From Captrust $32.6B
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While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook.
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For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Investors are most interested in getting advice on risk assessment and risk management strategies from their advisors (50%).
The move nearly doubles the number of institutional, no transaction fee (INTF) funds available through Schwab’s platform to approximately 2,000 from 58 asset managers. Related: Morningstar: Fee War Among Asset Managers Plateaus Previously, the program included about 1,200 funds from 25 managers.
Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.
From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
Seasoned CFO and Board Member, Chandra McCormack, will guide you through: Best practices for accounting and operations to create a strong foundation for financial success 🏆 Building the backbone of the organization and team building with an eye to culture 🛠 Mastering the balance between managing operations and driving growth 💡 (..)
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Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.
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CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
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