Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors and Canadian firms Conquest Planning and Wealthsimple have announced a partnership.
Stratos has taken a majority stake in one of its existing firms, San Diego-based BWM Financial, to seed the new division. Stratos Private Wealth will provide a branded, single experience for UHNW and HNW clients.
FP Transitions CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, and more.
Watch as Fred Barstein and Voya Financial's Allison Dirksen discuss the challenges employees are facing and how a more holistic approach of benefits and savings decisions can solve some of these challenges.
Cresset has combined with TRUE Capital Management, a San Francisco-based RIA managing $1.7 billion on behalf of high-profile clients in the sports and entertainment industries.
