WealthManagement Edge

How an $8,000 marketing investment turned into a $650,000 risk.

Cox, a former investment analyst at eToro, will be Ritholtz Wealth Management’s first market expert fully dedicated to its advisors.

The transaction, in which the acquirers will invest at least $2.5 billion, values closely held Fisher at $12.75 billion.

By embracing a data-driven approach to personalization, financial advisors can significantly enhance their client engagement efforts.

Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

As the financial services sector braces for yet another transformative period, the hybrid RIA firm of the future needs to adapt its recruiting efforts to attract top-tier talent.

It’s easy to obsess over expanding your practice but don’t let that stop you from taking the simple legal steps necessary to protect all your hard work.