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Michael Thrasher

Michael Thrasher

Staff Writer, WealthManagement.com

Latest from Michael Thrasher

commonwealth
Industry News & Trends
New York-Based Team With $500 Million in AUM Joins CommonwealthNew York-Based Team With $500 Million in AUM Joins Commonwealth
byMichael Thrasher
Jan 15, 2019
1 Min Read
big small fish
RIA
A Banner Year for Deals Thanks to RIA ConsolidatorsA Banner Year for Deals Thanks to RIA Consolidators
byMichael Thrasher
Jan 14, 2019
3 Min Read

All from Michael Thrasher

New York Stock Exchange
ETFs
Bitwise Files For New Bitcoin ETF That NYSE Arca Seeks to List
Bitwise Files For New Bitcoin ETF That NYSE Arca Seeks to List
Jan 11, 2019
|
2 Min Read
byMichael Thrasher, Staff Writer
Wells Fargo ATMs.
Client Relations
Your Clients' Kids Want to Meet With You
Your Clients' Kids Want to Meet With You
Jan 10, 2019
|
2 Min Read
byMichael Thrasher, Staff Writer
captrust
Real Estate
Endowments and Foundations Need to Rethink Their Investment Expectations
Endowments and Foundations Need to Rethink Their Investment Expectations
Jan 9, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
A Merrill Edge investment center.
WealthTech
Merrill Edge Is Making Fund Research Easier for DIY Clients
Merrill Edge Is Making Fund Research Easier for DIY Clients
Jan 8, 2019
|
3 Min Read
byMichael Thrasher, Staff Writer
HighTower Advisors CEO Bob Oros
RIA
Bob Oros Officially Takes the Helm of HighTower Advisors
Bob Oros Officially Takes the Helm of HighTower Advisors
Jan 8, 2019
|
2 Min Read
byMichael Thrasher, Staff Writer
Andy Sieg Merrill Lynch
Industry News & Trends
Sieg: Bank Integration Is Key to Merrill Lynch Wealth Strategy
Sieg: Bank Integration Is Key to Merrill Lynch Wealth Strategy
Jan 3, 2019
|
6 Min Read
byMichael Thrasher, Staff Writer
Peter Raimondi
Financial Planning
Peter Raimondi’s Dakota Wealth Management Makes Third Acquisition
Peter Raimondi’s Dakota Wealth Management Makes Third Acquisition
Jan 3, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
SEC Headquarters
WealthTech
SEC Charges Wealthfront, Hedgeable With False Disclosures
SEC Charges Wealthfront, Hedgeable With False Disclosures
Dec 21, 2018
|
4 Min Read
byMichael Thrasher, Samuel Steinberger
Josh Brown
Financial Planning
How a Twist on a Familiar Fee Model Helps Clients at Ritholtz Wealth Management
How a Twist on a Familiar Fee Model Helps Clients at Ritholtz Wealth Management
Dec 21, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
Addepar office sign
RIA
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
Dec 20, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
SEC building
Investment
SEC Charges 13 Related to $1.2 Billion Woodridge Ponzi Scheme
SEC Charges 13 Related to $1.2 Billion Woodridge Ponzi Scheme
Dec 20, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
San Francisco Ferry Building
Industry News & Trends
Rockefeller Hires Merrill Lynch Manager for San Francisco Expansion
Rockefeller Hires Merrill Lynch Manager for San Francisco Expansion
Dec 17, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
Fig. 1
Mutual Funds
UBS to Rank Every Mutual Fund and ETF With Its Own ESG Rating
UBS to Rank Every Mutual Fund and ETF With Its Own ESG Rating
Dec 17, 2018
|
4 Min Read
byMichael Thrasher, Staff Writer
logo in a gray background |
WealthTech
Morgan Stanley Aims to Make Its Advisors More Visible on the Web
Morgan Stanley Aims to Make Its Advisors More Visible on the Web
Dec 13, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
Mercer Advisors
Financial Planning
Mercer Advisors Tops $15 Billion in Assets After Bell Wealth Management Acquisition
Mercer Advisors Tops $15 Billion in Assets After Bell Wealth Management Acquisition
Dec 12, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
Rockefeller Center in New York.
Industry News & Trends
Pair of Advisors Managing $2.2 Billion Leave UBS for Rockefeller
Pair of Advisors Managing $2.2 Billion Leave UBS for Rockefeller
Dec 11, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
poker chips
Digital Assets
Morgan Creek Bets $1 Million Its Cryptocurrency Index Fund Will Beat the S&P 500
Morgan Creek Bets $1 Million Its Cryptocurrency Index Fund Will Beat the S&P 500
Dec 7, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
F grade test
Financial Planning
Wealth Management Industry Failing Clients on Financial Planning
Wealth Management Industry Failing Clients on Financial Planning
Dec 7, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
A FINRA sign outside the agency's office building.
Industry News & Trends
FINRA Publishes List of Firms and Advisors With Unpaid Arbitration Awards
FINRA Publishes List of Firms and Advisors With Unpaid Arbitration Awards
Dec 5, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer
A taxi with a Betterment ad on the hood.
WealthTech
New Betterment “Two-Way Sweep” Feature Would Boost Yield on Client Cash
New Betterment “Two-Way Sweep” Feature Would Boost Yield on Client Cash
Dec 5, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
dollar focus
Real Estate
Investors With SDBAs Fared Better With an Advisor
Investors With SDBAs Fared Better With an Advisor
Dec 4, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer
Cresset office
Industry News & Trends
More Wells Fargo Execs Decamp to Cresset
More Wells Fargo Execs Decamp to Cresset
Nov 30, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
Glenmede Trust Company
Industry News & Trends
Glenmede Opens West Palm Beach Office, The Company’s First in Florida
Glenmede Opens West Palm Beach Office, The Company’s First in Florida
Nov 29, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer
cryptocurrencies
Digital Assets
Josh Brown: Until Custody Risk Is Eliminated, Crypto Assets Aren’t for Wealth Managers
Josh Brown: Until Custody Risk Is Eliminated, Crypto Assets Aren’t for Wealth Managers
Nov 28, 2018
|
4 Min Read
byMichael Thrasher, Staff Writer
A TD Ameritrade sign.
WealthTech
TD Ameritrade Institutional to Hold Its First Advisory-Focused Fintech Competition
TD Ameritrade Institutional to Hold Its First Advisory-Focused Fintech Competition
Nov 27, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
Mojo coffee
Industry News & Trends
Lessons a New Kestra Executive Brought From the Coffee Business
Lessons a New Kestra Executive Brought From the Coffee Business
Nov 22, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
Andrew Mehalko and Keith Bloomfield
Real Estate
AM Global Family Investment Office to Merge With Forbes Family Trust
AM Global Family Investment Office to Merge With Forbes Family Trust
Nov 21, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer
A Raymond James building.
RIA
Deutsche Bank Executive Will Be First CIO of Raymond James’ Private Client Group
Deutsche Bank Executive Will Be First CIO of Raymond James’ Private Client Group
Nov 21, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
logo in a gray background |
WealthTech
Morgan Stanley Says New Advisor Platform Gives It a “4-Year Head Start” on Competitors
Morgan Stanley Says New Advisor Platform Gives It a “4-Year Head Start” on Competitors
Nov 21, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
Mercer Advisors
RIA
Mercer Advisors Acquires $600 Million RIA, Its Third Deal in as Many Weeks
Mercer Advisors Acquires $600 Million RIA, Its Third Deal in as Many Weeks
Nov 16, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
betterment
WealthTech
Betterment Redesigns Advisor Dashboard With More Tools, Analytics
Betterment Redesigns Advisor Dashboard With More Tools, Analytics
Nov 16, 2018
|
2 Min Read
byMichael Thrasher, Staff Writer
Michael Cole
Industry News & Trends
U.S. Bank Sues Former Exec Michael Cole, Accused of Stealing Trade Secrets, Employees
U.S. Bank Sues Former Exec Michael Cole, Accused of Stealing Trade Secrets, Employees
Nov 13, 2018
|
3 Min Read
byMichael Thrasher, Staff Writer
Goldman Sachs
RIA
Goldman Sachs Private Wealth Management Names New Regional Head in Florida
Goldman Sachs Private Wealth Management Names New Regional Head in Florida
Nov 10, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer

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Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

Feb 11, 2025

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

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stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

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