Forward Management, the investment advisor to the
The firms have signed a letter of intent regarding Forwards plan to buy a minority equity position in Uniplan. The pair currently has a marketing services agreement.
RBC's U.S. wealth business also benefited from a surge in loans to clients.
Equipping advisors with both soft and hard leadership skills can not only give them a morale boost, but also encourage them to stick around.
Gryphon Wealth will keep Wells Fargo Clearing Services as its custodian in a deal that brings in tech support from TradePMR, a firm acquired by Robinhood in 2024.
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
