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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.
Arete Wealth will also distribute Masterworks’ new Diversified Art Portfolio, a Regulation D private placement, which the firm expects to make available to other RIAs and broker/dealers eventually.
The deal for the New York City and Morristown, N.J.–based firm pushes CI Financial above $100 billion in U.S. wealth management assets and is its 28th U.S. deal since entering the market two years ago.
The bronze image of a girl standing defiantly with her hands on her hips has come to the end of its three-year permit for the space across from the New York Stock Exchange.