WealthManagement Edge

In a discussion during last week’s WealthManagement EDGE conference, Chequers Financial Management founder Megan Gorman and Facet Wealth co-founder Brent Weiss discussed tech, fee clarity and subscription vs. AUM.

More actively managed ETFs have launched this year than traditional passive portfolios. Yet managers still face the challenge of convincing advisors they can outperform index-based funds.

Three RIA leaders recently discussed the challenges—and opportunities—of running an advisory firm at the RIA EDGE conference.

Wealth Enhancement Group acquired Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets.

Sanctuary Wealth, which is majority owned by Italian asset manager Azimut Group, also recently signed an agreement with New York-based Kennedy Lewis Investment Management to secure $175 million of financing.

Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth.

The founder of Digital Assets Council of Financial Professionals offered tips on how to talk crypto with clients during this week’s Wealth Management EDGE conference.

David DeVoe discusses the whys and ways of RIA growth-by-design.