This content is from: Wealth Management A Crypto Report Challenged the CFP Board. Don’t Bet on It Changing Anything. The startup Onramp Invest created a 55-page report calling for the CFP Board to alter its exam curriculum. By Holly Deaton January 28, 2022
This content is from: Wealth Management KKR Names New Head of Global Private Wealth to Deepen Relationships With Advisors Todd Builione will be the first to hold the new position at the private equity firm. By Holly Deaton January 26, 2022
This content is from: Practice Management How Advisors Should Prepare for the Clients Inheriting $72.6 Trillion A report details which generations will inherit the most wealth in the coming decades, and what advisors must do to serve them. By Holly Deaton January 25, 2022
This content is from: Wealth Management Dynasty Financial Partners Files to Go Public The service provider is used by 46 independent RIAs advising on $64.6 billion in client assets. By Michael Thrasher January 20, 2022
This content is from: Wealth Management Where Envestnet’s MoneyGuide Ends, Its New Partner FP Alpha Begins The software using artificial intelligence to optimize tax and estate plans will pay for itself, its creator, Andrew Altfest, says. By Holly Deaton January 20, 2022
This content is from: Wealth Management Durable Capital Partners Leads $100 Million Investment in Facet Wealth Facet CEO Anders Jones said the startup expects to hire only five advisors and double the number of clients it serves to more than 20,000 this year. By Michael Thrasher January 19, 2022
Sponsored Balancing Growth and Protection for Your Clients Sponsored by Lincoln Financial Group November 29, 2021
Sponsored Commercial Real Estate and Inflation-Resistant Income By Onay Payne, Portfolio Manager, and Richard Schaupp, Portfolio Manager, Clarion Partners Sponsored by Clarion Partners November 22, 2021
