LEAD STORIES
Successful Entrepreneurs Building Family Dynasties
In a survey of 164 ultra-wealthy C-level family business owners, more than two out of five found the idea of a family dynasty very appealing.
Half Of Accounting Firm Wealth Management Practices Are Unsuccessful
Many accounting firm wealth management practices are not meeting expectations. However, there are proven methodologies that can make them excel.
Post-Sale Business Owners Are Preferred Wealth Management Clients
The best pool of new investable assets is created when business owners sell their companies.
Why RIAs Are Dissatisfied When They Sell
Based on a survey of 311 RIAs that sold within the last five years, about half are dissatisfied with the outcomes.
LATEST NEWS
Russia’s Oil Revenues Now Come At The Price Of High-Risk Exposures And Dependencies
Oil exports are crucial to the Russian economy. In some years, crude oil and oil product exports accounted for up to 50% of federal budget revenues and around 20% of GDP.
ON THE MOVE
Glenmede Elects Two New Board Members
Glenmede, an investment and wealth management firm headquartered in Philadelphia, has elected Frances W. Ferguson and Dr. Sean X. Wang to its board of...
Conestoga Capital Promotes Christina Kowalski To Partner
Conestoga Capital Advisors LLC, an independent investment advisory firm headquartered in Wayne, Pa., has promoted Christina Kowalski to partner, the company said.
Kowalski, a financial...
N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM
Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the...
Jonathan Lewis Joins Dynasty’s Summit Trail To Head Sustainable Investing
Summit Trail Advisors, a New York City-based registered investment advisor (RIA) and member of the Dynasty Financial Partners network in St. Petersburg, Fla., has...
Tenn. Team With $832M AUM Joins Raymond James Institutional Platform
Memphis, Tenn.-based Fountain Financial Group, managing $832 million in client assets, has partnered with Pinnacle Asset Management, the wealth management arm of Pinnacle Financial...
Franklin Templeton’s Fiduciary Trust International Adds Senior Advisor
William Y. Yun, an industry veteran with four decades of experience, has rejoined Fiduciary Trust International as a senior advisor, the New York City-headquartered...
INVESTMENT PERSPECTIVES
EXPERT VIEWS
Why ‘Being The First Call’ Is Key To Billion-Dollar AUM Success
Some firms strive to be the first point of contact for any and all client issues.
What’s Bad For Harvard Is Good For America
The nation's elite universities are an unaccountable oligopoly, and the signaling they convey is overvalued.
Donor-Advised Funds And Tax-Wise Charitable Giving
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
