Anderson was previously at Switzerland-based
Prior to his work at UBS, Anderson was a managing director and head of financial institutions equity capital markets at
Before his work at Banc of America, Anderson was with
After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.
The late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how to plan estates, especially for child-free clients.
The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.
Many advisors want asset managers to do more than provide access to investments. A new Cerulli report suggests they should emphasize practice management strategies rather than business growth.
Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.
The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.
