“We are very pleased to offer the William Blair Global Growth Fund,” said Michelle Seitz, head of investment management at the firm. “We have proven investment research expertise in the United States, as well as the developed and emerging international markets. This fund will leverage those global research capabilities, given investors access to our quality growth investment ideas throughout the world.”
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
