After selling LearnVest to Northwestern Mutual in 2015 and then working as the firm’s first innovation officer, von Tobel is leaving the insurance company to start a new venture.
The custodian’s current majority owner, Parthenon Capital Partners, will retain a minority stake in the company.
Four harbingers of change that are redefining the landscape for advisors at all levels.
The researchers at Aite Group shared what they think will be the biggest trends in wealth management and how firms can prepare for them.
Self-aggrandizement or science? Why not both?
The head of Merrill Lynch now reports directly to Bank of America’s CEO, and thinks future clients will prefer a one-stop-shop for all their financial service needs.
The merger will allow NCS to expand into new customer segments, investment products and geographies.
While the partial shutdown is an immediate threat for clients, President Trump’s executive order has the potential for a bigger impact.
Florida-based Dakota Wealth Management now has $700 million in AUM.
