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While not denying the benefits of PE backing, a subset of RIAs and wealth managers remain determined to go it alone.
January 7
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Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are still helping to hold purchase prices in check.
January 7
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Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.
January 7
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On Monday, Marc Turansky began as head of investment advisory, a newly created role at Citi, which continues its quest to become the largest wealth manager in the world.
January 6
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The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.
January 6
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Robert Daly was part of a star team that left Morgan Stanley in 2023 to join First Republic and has since been barred from the industry.
January 6
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Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.
January 6
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The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.
January 3
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Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but technical and ethical limitations remain.
January 3
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Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.
January 3
