Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list, high...
Talk about watching an account go up in smoke. Two years ago, Dallas-based advisor Kris Maksimovich had a client who wanted to invest around $150,000 in a medical marijuana dispensary. The client heard it was going to revolutionize the industry...
Alexey Sokolin founded NestEgg, an early robo advisor and digital wealth management platform, in 2010 along with fellow graduates of Columbia’s business school, then sold the platform to Vanare where he is now chief operating officer and...
There is an evolution under way in socially responsible investing. It no longer means just screening out certain securities from portfolios according to ethical considerations (no sin stocks!), but investing with an eye toward hastening the great...
In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations...
Throughout the year, WealthManagement.com releases rankings of wirehouse and independent advisors, as well as develops ratings of the firms themselves. And unlike some competitors, we are as transparent as possible about our...
Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett...
The start of the New Year provides opportunities for clients to save money, including finding money for college, cutting health care expenses and putting more away for retirement.
