Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
Much has been written about modern multi-participant trust governance structures (sometimes called open-architecture trust designs) and evolving principles of state trust law related to directed trusts.1 The directed trust model threatens to...
Women control an increasingly large portion of private wealth. That’s good news for advisors who understand the subtle differences in how men and women communicate.
Why do people hire financial advisers? The answer might surprise you. Sometimes they are merely looking for someone to pull the trigger for them when they’re too shell-shocked to invest for themselves. Other times it’s a scapegoat thing - when...
Focus Financial Partners’ pockets just got a lot deeper. A consortium of banks approved a credit facility of up to $320 million for the New York City-based registered investment advisor aggregator, almost double the size of its previous...