The UK equivalent of the
The firm opened a London office this year under the Bdirect Europe brand and, now that it has cleared regulatory hurdles with the UK
Greg Getschow, who is one of the firm's founders, and Ken Lehman, its VP of international development will head the Bdirect Europe operation, according to a statement.
The company specializes alternative investment management, product design and retail distribution to high-net-worth investors.
As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical barriers keeping regular investors out.
Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.
Betterment Advisor Solutions, formerly Betterment for Advisors and Betterment Institutional, is changing its platform fees into a tiered rate that begins at 0.20% for advisory practices with less than $10 million in the business, Betterment CEO Sarah Levy says.
Earn credit toward industry certification while staying up to date on key financial planning topics and strategies.
As the U.N. renews its call for $1.3 trillion a year in climate finance, four leaders in climate finance say the biggest question for advisors is where that money goes.
As AI threatens firms' lucrative business managing uninvested cash, Schwab gives its RIA partners a new way to keep clients' cash holdings sticky.
