In the complex framework of modern estate and tax planning, practitioners often use a combination of non-compliant entities and grantors to achieve various valuation, liability and succession objectives. A common strategy involves a client owning a limited liability company and then trusting or selling interests in the LLC to one or more “deficient” donors. While […]
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In this special episode broadcast live from the Morningstar Investment Conference, host David Bodamer talks with Brian Moriarty, principal of Morningstar’s Manager Research Team, about the latest trends shaping the semiliquid fund market. Brian shares insights from Morningstar’s latest research, why investor flows are shifting from private debt to private equity and venture capital, exploring […]
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Symmetry, the first registered investment advisor to buy Aspen Standard Wealth is an RIA holding companyHe announced a change in leadership in which the founder and CEO will move to the role of executive chairman. Colin Higgins Smithrin Katz will focus on identifying and servicing new clients, leading investment and financial planning offerings and growth […]
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The Carson Group, a registered investment advisor with a platform like 1099 Affiliate, has grown enough of it. Integrated W-2 employee channeCEO Burt White said to create two separate business lines. In practice, this means Carson has split sales and teams into two divisions to serve different channels. As a strategy, Carson’s home office staff […]
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Private equity players are scaling up data center holdings, Morningstar reports. ETF.com takes a look at why small-cap stocks are better. These are among the must-read investments for financial advisors this week. Source link
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A Betterment client is suing the firm, alleging that advisors diverted their clients’ excess funds to banks and into zero-interest-bearing bank accounts, causing investors to “lose substantial interest they would otherwise have earned.” Michael Treadway, a New Jersey resident, has filed a class action lawsuit in New York federal court claiming to be a Betterment […]
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Mariner, the Overland Park, Kan. The US-based national registered investment advisor, which manages more than $630 billion in client assets, has entered into a five-year partnership with technology provider Humanity Labs to grow its artificial intelligence workforce, representing more than 700 full-time equivalents. Founder and CEO of Humanity Labs Andre Pop He describes his company […]
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Caprock, Boise, Idaho-based $16 billion Multifamily office registered investment advisorIt announced Tuesday that it has acquired Venturi Private Wealth, an Austin-based wealth manager with nearly $4 billion in assets under management. The transaction brings about 30 employees to Caprock, including 10 consultants, and expands the company’s footprint in Austin and Oklahoma City, where Venturi is […]
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The 2026 World Cup enters the semi-finals this week, with Argentina facing England and France facing Spain on July 19 to determine who will play in the final. The tournament has a greater focus on the US as it is hosted here and in Canada and Mexico. The last time America hosted the men’s World […]
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In this episode of the RIA Edge Podcast, host David Armstrong talks with Jason Ozur, CEO of Lido Advisors, about the firm’s growth from a six-person team managing approximately $400 million to one of the largest RIAs with nearly $50 billion in assets under management. Jason discusses how a strong focus on organic growth, standardized […]
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