The estate planning technology provider also announced a two-way integration with eMoney Advisor.
Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile.
16 Oct, 2024 | Admin | No Comments
MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products
Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.
Wealth revenue is up 14% on the year, however, net interest income slightly decreased due to “lower average sweep deposits.”
The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.
The sale of U.S. Sen. Dianne Feinstein's jewerly, art and more was administered in accordance with her complex trust.
16 Oct, 2024 | Admin | No Comments
Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management
New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025.
Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.
Open, honest and candid discussion about another data breach, the Supreme Court hearing an ERISA case, alts in DC plans, the evolution of target date funds and more.
Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.