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.
Hightower’s deal with Los Angeles–based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.
The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
