The re-branding efforts reflect that Weiss, Peck & Greer and its funds are now under the Robeco Group umbrella. Accordingly, all ticker symbols and cusips have changed.
The WPG Core Bond Fund (WPGVX) will be known as the Robeco WPG Core Bond Fund (WPGCX). The WPG Tudor Fund (TUDRX) will be known as the Robeco WPG Tudor Fund (WPGTX). And the WPG Large-Cap Growth Fund (WPGFX) will be known as the Robeco WPG Large-Cap Growth Fund (WPGLX).
Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.
Experts say that there are pitfalls, rules and procedures that departing financial advisors should know. Problem is, too many act first and consult lawyers later.
Brian Mora, senior vice president of experienced advisor recruiting, thinks Ameriprise has the antidote to the high dropout rates seen in most industry training programs.
One sector that the bill is particularly positive for is real estate, experts say.
A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem.
Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.
