Succession Coup at Major Geneva Wealth Manager
Geneva-based independent wealth manager Bruellan, founded in 1991, is renewing its executive committee. The move is part of…
Top 10 priorities shaping the future of wealth management | EY
4. Sustainable private markets growth requires liquidity discipline Today, the challenge is not to access private markets, but…
Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds
Deep alternatives knowledge among advisors has nearly doubled as evergreen fund appetite grows. Advisors in the US and…
How to Reduce Global Equity Concentration Risk by Region, Sector and Strategy
Jared Gross, head of institutional portfolio strategy at J.P. Morgan Asset Management, in a recent paper, suggested exchange-traded…
Evertern Wealth Expands Global Family Office Platform Through Strategic Alliance
NAPLES, Fla.–(BUSINESS WIRE)–Evertern Wealth, an independent multi-family office headquartered in Naples, Florida, today announced a strategic alliance with…
Advanta IRA Surpasses $4 Billion in Assets Under Custody as Interest in Alternative Investments Continues to Grow
CLEARWATER, Fla.–(BUSINESS WIRE)–Advanta IRA, a leading self-directed retirement plan administrator, has surpassed $4 billion in assets under custody…
WATCH: Washington state ordered to repay $120 million in skimmed teacher pension funds | Washington
(The Center Square) – More than 26,000 Washington state public school teachers finally won a decades-long class action…
Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending
© Highwaystarz-Photography / Getty Images The Federal Reserve’s Survey of Consumer Finances pegs the median retirement balance for…
EP Wealth Acquires $900M Opes Wealth Management
EP Wealth, an acquisitive registered investment advisor based in Torrance, Calif., has acquired Opes Wealth Management, a Menlo…
Why Gen Z are planning for life without a state pension
More than 13 million people – 19% of the population – are currently of state pension age. By…
‘I am so, so sorry’: NPR reporter explains SCOTUS retirement error
NPR’s eminent Supreme Court correspondent Nina Totenberg says she made a “rookie mistake” on Tuesday morning, and that’s…
FactSet Invests in TIFIN.AI for Advisor Workflows
FactSet, a global data and technology provider to the financial services industry, has made a strategic investment in…