Portfolio

Join us next month for a discussion on whether more clients should be in private markets, how advisors can explain the pros and cons of alternative investments, and just where crypto and digital assets belong.

In Wells' latest big recruiting deal, two separate groups at Merrill are coming together to form Twin Harbors Private Wealth at Wells Fargo Advisors Financial Network, or FiNet.

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.

The hire is part of a BlackRock's plan to strengthen its business with family offices, which it views as a rapidly expanding part of the wealth management business.

NASAA's proposal would align state laws with the SEC's marketing rule, eliminating concerns advisors have about running afoul of more local laws as they accept testimonials and reviews.

Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.

Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.

Wealth head Andy Sieg sees bank-based advisors as key to securing more of the $3 trillion its U.S. banking customers hold elsewhere. But he's also looking to AI.

Bartoli Private Wealth Management Group comes to Wells Fargo following two other large advisory practices that recently joined from Morgan Stanley and UBS.

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.