5+ hour, 21+ min ago  (644+ words) Amid a renewed recruiting push, Merrill has turned to JPMorgan to pick up a broker managing more than $2 billion for clients. Peter Laidlaw, a former managing director and private wealth manager at J. P. Morgan Private Bank, joined Merrill in its San…...

1+ day, 42+ min ago  (1057+ words) What Ben Alge sees today in the wealth management industry is a more institutionalized RIA landscape than even a few years ago. Many of the larger RIAs and aggregators now operate with the look and feel of small wirehouses, with…...

1+ day, 3+ hour ago  (658+ words) These portfolio managers are beating their benchmarks and providing great value to financial advisors and their clients, according to independent research firm Morningstar. "We're ultimately always striving to find the best investments for investors," Strauts said in an interview." He…...

1+ day, 6+ hour ago  (833+ words) Not long ago, private market allocations were a thoughtful way to close meetings with select high net worth clients. But with households with $5 million to $20 million in financial assets now controlling 40% of addressable U. S. assets " up from 18% in 2013, according to Cerulli…...

2+ day, 37+ min ago  (1178+ words) Alex Hansen of Merit Financial Advisors thinks there's a misconception in wealth management that the only reason advisors switch firms is to secure a big transition check to help seed their retirement. Retirement couldn't be further from their minds. "It…...

2+ day, 3+ hour ago  (14+ words) How family talks, and the right trust, can build 'estate tax magic'financial-planning. com...

2+ day, 4+ hour ago  (314+ words) Financial Planning is now accepting nominations for the 2026 Rising Stars awards, which recognize emerging professionals who have gone above and beyond to contribute to their clients, firm or the broader advisory community. The annual program spotlights young professionals and career…...

2+ day, 19+ hour ago  (610+ words) For the second month in a row, the ongoing war in Iran has pushed financial advisor sentiment further into negative territory, even as many advisors report holding steady or increasing their allocations to foreign equities. The last time advisor sentiment…...

2+ day, 21+ hour ago  (1073+ words) Since its founding in 2018 as an offshoot of the world-famous Rockefeller family, Rockefeller Capital Management has seen its client assets increase roughly tenfold. Driving the firm's asset tally from $18 billion to nearly $190 billion in less than a decade has been…...

3+ day, 2+ hour ago  (589+ words) "There is a hoax " not even an April Fool " going around," Hollins wrote. "The hoaxer is asking for crypto donations. It's a con." Crypto scams are just one tactic among many driving estimated annual fraud losses in the U. S. into the…...