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Think Advisor
11 小时
Pontera Links With New ‘Tech-Forward’ Recordkeeper in Wake of Fidelity Reversal
Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to ...
Think Advisor
10 小时
8 Views From Advisors and Clients on the Future of Financial Planning
Client insights came from the Allianz 2024 Annual Retirement Study, conducted online in February and March with a nationally ...
Think Advisor
8 小时
12 Fastest-Growing RIAs in 2024
Analysts then ranked qualifying firms on their one-year and three-year changes in number of clients and in RAUM, based on SEC ...
Think Advisor
9 小时
Cerity Partners to Merge With Venture Capital Advisory Shop
Registered investment advisor Cerity Partners is merging with Touchdown Ventures, a provider of advisory services for ...
Think Advisor
9 小时
SEC Fines Firm for Not Inspecting Advisors
Jordan/Zalaznick Advisers failed to spot-check the books and records or conduct inspections of advisors it supervised.
Think Advisor
8 小时
CAIS Expands Alternative Strategy Offerings
CAIS, an alternative investment platform for independent financial advisors, recently announced expanded offerings of ...
Think Advisor
11 小时
Envestnet Updates RIA Platform to Optimize Workflows
Through an RIA Marketplace tool, Envestnet’s RIA clients, starting Oct. 1, will have access to fund strategist portfolios ...
Think Advisor
13 小时
BofA Private Bank Nabs $2.7B Advisor From Citi
Your article was successfully shared with the contacts you provided. Austin Koenen, a high-net-worth specialist financial ...
Think Advisor
1 天
The 60/40 Glidepath Is Dead for One Simple Reason
Remember when the 60/40 glidepath was the gold standard? Well, it’s time to bury it. The reason is simple: We’re living a lot ...
Think Advisor
1 天
Clients With LLCs Need a Business Continuity Plan Check
Plan for liquidity: A business owner client should ensure that the LLC has enough liquidity to cover potential tax ...
Think Advisor
1 天
Fed Rate Cut Could Speed Up Some Annuity Sales
The cut sets the federal funds rate target range at 4.75% to 5%. The effect could be especially good for variable and indexed ...
Think Advisor
1 天
9 Reasons to Reconsider Switching Firms
Here's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
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