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The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.
June 9
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The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9
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Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards.
June 9
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The firm’s head of advisors says implementation required significant additions and enhancements.
June 9
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DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.
June 9
J.P. Morgan Wealth Management -
The four largest U.S. banks face investor pressure to deliver the returns of smaller rivals, but they complain that the federal deposit cap and capital rules make that difficult. So they're pouring money into wealth management, payments and digital banking to seize more market share in existing businesses and fend off nonbank challengers.
June 9
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The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.
June 8
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Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8
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A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.
June 8
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Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.
June 8
