AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.
Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an attempt to bring family office-style investing to the masses.
11 Oct, 2024 | Admin | No Comments
Daylight CEO Underscores The Need For Philanthropic Planning Know-How
Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.
11 Oct, 2024 | Admin | No Comments
Clearing Firms Must Be Leaders in Improving Technology, Customer Experience
Technology enables better human interactions; it does not replace them, writes the head of Axos Clearing.
According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.
10 Oct, 2024 | Admin | No Comments
Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors
The funding round values Farther at $542 million.
10 Oct, 2024 | Admin | No Comments
Broker for the Wealthy, Charles Monat, Is Said to Consider Sale of the Business
Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.
10 Oct, 2024 | Admin | No Comments
EP Wealth Partnership Boosts Opto's Client Total to Over 250 RIAs
Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.
10 Oct, 2024 | Admin | No Comments
iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments
The Multi-Investment Workflow tool is aimed at accelerating the adoption of the firm’s model portfolio feature.
The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.