Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.
Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...
The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.
Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.
