Cerity Partners Merges With $3 Billion AUM RIA EMM Wealth

Jan 14, 2020

Chicago-based Cerity Partners has merged with New York-based RIA EMM Wealth.

Fees and Expenses—They Really Do Matter

Jan 14, 2020

Investment costs might not seem like a big deal, but they add up and compound over time along with investment returns.

Visa to Buy Plaid for $5.3 Billion in Bid to Reach Startups

Jan 14, 2020

About a quarter of people with a U.S. bank account have used Plaid to connect to the roughly 11,000 financial institutions it works with.

New England Capital, St. Germain Investment Management Merge

Jan 13, 2020

St. Germain Investment Management acquired Gage-Wiley & Co. and its affiliate New England Capital.

Private Equity Binge Brings New Life to Wealth Advisers

Jan 13, 2020

Advisers managing $2.4 trillion are expected to sell, merge or open shop over the next 10 years.

Wall Street Battles Upstarts in Hunt for Silicon Valley Rich

Jan 13, 2020

Bank of America Corp., Morgan Stanley, Deutsche Bank AG and JPMorgan Chase & Co. are among Wall Street firms beefing up wealth-management teams in Northern California.

UBS Plans Miami Office to Work With Latin American Wealth Firms

Jan 13, 2020

Miami has become a key hub for wealthy Latin Americans seeking to shelter assets from turmoil at home.

Fidelity Launches an HSA for Advisors, but Will They Care?

Jan 10, 2020

Available to intermediaries, advisors have full discretionary oversight, but questions remain regarding demand.

Eight Trends to Impact Wealth Management in 2020

Jan 10, 2020

Among the biggest developments set to influence advisors’ businesses this year include Regulation Best Interest, the trade war with China, banking as a service and new use for health savings accounts.

How Can Advisors Add Value and Defend Fees?

Jan 10, 2020

Advisors need to move beyond 'buy and hold' and 'high risk, high return' to deal more with clients' behaviors and emotions.