Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022.
Captrust's acquisition of the $2.2 billion firm will be its 53rd since 2006. One Captrust executive says the move will boost family office services for clients.
Dynasty will deploy The SmartRIA Pro platform across its network firms, while MarketCounsel will use a customized edition of the platform with its RIA clients.
The advisors will be based in the Miami location for the division of Raymond James. The company has added 18 total advisors to that office just this year, with total client assets of $3.3 billion.
The survey from Herbers & Company found that individuals with assets exceeding $1.2 million and benefiting from the services of an advisor displayed far more satisfaction than those that did not.
