What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
The new location will be the firm’s first office outside of the Atlanta metropolitan area, and will be led by two new managing directors who previously managed more than $1.5 billion in assets.
Despite Reg BI's implementation, many broker/dealers continue to operate as they did under the suitability standard, according to a new NASAA report. But the group is advocating additional guidance in lieu of amendments to the SEC’s rule.
As the firm's strong pace of M&A activity continues, Focus Financial Partners rolls out trust services to its partner firms, which "will create a significant opportunity for our partners, advisors, to expand and retain multi-generational client...
Salameh, former CMO of Hightower, has come out of retirement to lead the marketing organization at CAIS, an alternative investment platform for advisors.
Advisor Emlen Miles-Mattingly had some encouraging words for young financial professionals from diverse backgrounds: 'You can make it in this career,' he said, speaking at the Diversitas symposium.
