2+ hour, 1+ min ago  (579+ words) Self-evident truths that reinforce the values that could reshape an entire industry. As we celebrate America's 250th anniversary, the wealth management industry has its own moment of reflection. It's time for the profession to embrace a modern "Advisor Bill of Rights'a…...

3+ hour, 41+ min ago  (713+ words) Also, broker/dealer giants Osaic and LPL Financial both lure advisor teams to their W-2 employee channels. Savant Wealth Management, a fee-only registered investment advisor with $57. 2 billion in client assets, has landed its first office in Maine with a nine-person team…...

4+ hour ago  (408+ words) Wealth Enhancement grows to $158 billion with the addition of the two teams from the wealth manager founded in 1938. Wealth Enhancement, a registered investment advisor aggregator based in Minneapolis, announced this week it had poached two advisor teams from New York-based…...

1+ day, 2+ hour ago  (339+ words) Clearstead made the deal for the large team a few months after hiring a new head of M&A. Clearstead Advisors, a Cleveland-based registered investment advisor with $68 billion in client assets, has acquired a nine-person Philadelphia-based team from RIA my CIO…...

21+ hour, 1+ min ago  (343+ words) Semiliquid private equity vehicles might be the next to experience a spike in redemption requests. They might approach it differently than their private credit counterparts. "I think eventually it will get to a cyclical level, like we see in public…...

20+ hour, 31+ min ago  (348+ words) Advisors reward firms that make their practices more efficient, scalable and easier to manage. For years, price has been a primary differentiator among record keepers. Today, however, technology, integration capabilities and overall ease of doing business are playing a growing…...

21+ hour, 15+ min ago  (385+ words) The new capability analyzes IRS data to surface opportunities for advice across financial planning, investments, tax, estate, insurance and lending disciplines. Tax Status, a provider of IRS-sourced financial data, has launched Tax Status Observations, a capability that identifies opportunities for…...

21+ hour, 37+ min ago  (487+ words) Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country. Coastal Bridge Advisors, a Westport, Conn. -headquartered registered investment advisor, is merging with Memphis-based Waddell & Associates and…...

23+ hour, 58+ min ago  (771+ words) The Department of Justice used civil forfeiture to seize about $19. 5 million in proceeds from the pair of alleged market manipulation schemes that caused share prices to skyrocket. The Justice Department is seizing back over $19. 5 million in the wake of a…...

1+ day, 13+ min ago  (359+ words) Bryn Mawr Trust's Jamie Hopkins breaks down community property opt-in trusts and how advisors should talk to clients about them. Welcome to Talking T&E for Advisors, where Trusts & Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth…...