The Wilmington Multi-Manager International Fund (GVIEX) has one less sub-advisor as of April 24.
That’s because the fund
The fund managed some $502 million as of the end of March.
Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of the percentage increase in their average payouts per financial advisor last year.
The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.
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.
