Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.
Banks do not spend enough on fintech R&D, RFG Advisory aligns with Private Client Services and Colony Family Offices gets approval to create a new trust company.
Long Island b/d charged in Ponzi scheme, Hewins spins off a new team focusing on family businesses and Vanguard’s got $47 million worth of pot stocks in a mutual fund.
TD Ameritrade launches Personalized Portfolios, the high-returning millennial ETF isn’t attracting many investors and the Atlanta Consulting Group chooses Chalice Capital Partners as its broker/dealer.
Communication is the biggest reason for faulty wealth transfers, public pensions are in danger of running dry and AdvicePay extends its funding round to $2 million.
Wealth management was immune to Deutsche Bank’s cuts, millennials are outdoing baby boomers on retirement saving and Hearsay Systems creates a compliance-friendly mobile tool.
A new take on Wealthfront’s risk-parity fund, Hans Olsen joins Fiduciary Trust Company as CIO and RBC recruits a West Palm Beach team from Wells Fargo.
