Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Geller moved into West Palm Beach, Waverly Advisors moved into Austin, and NewEdge Wealth moved into the Bay Area this week, as more than $10 billion in assets was transacted.
Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.
Dooley launched the SPAC in 2021, with the goal of acquiring wealth management firms. It now plans to take Unifund, a consumer debt servicer, public in a $238 million deal.
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.
An unexpected Melanoma diagnosis forced long-time advisor Lynn Ballou into an early retirement. But the experience has taught her the importance of taking a step back and listening to her body.
