Looking Forward by Looking Back
With the bull market in its 10th year, some investors are wondering whether to stay the course. In this panel discussion, 4 experts discuss what they see on the horizon for equities, bonds, the economy and more. Joel S. Isaacson, Founder & CEO at Joel Isaacson & Co. Peter M. Rup, Chief Executive Officer and Chief Investment Officer at Artemis Wealth Advisors David Edwards, President and NYC Wealth Advisor at Heron Wealth Chris Moore, CFP®, Chief Investment Officer / Managing Partner at Massey Quick Simon
EP Wealth Closes Second Deal of 2019
EP Wealth closed its second deal of 2019, buying Pathlight Investors. The Carson Group is taking a 25% equity stake in Ruggie Wealth Management. Financial Advisors reports that RIA Trade Group IAA came out with a letter suggesting that the new broker standard of conduct could confuse investors.
Sanctuary Wealth Adds Breakaway Advisor Team from Merrill Lynch Wealth Management
Sanctuary Wealth continues its run of adding breakaway advisor teams from Merrill Lynch Wealth Management. Carson Partners adds two new partner firms that manage a combined total of $198 million. Rockefeller Capital Management gets a team of five advisors from Merrill Lynch.
Former UBS Wealth Management Advisor Launches Independent RIA
A former UBS Wealth Management advisor launched his own independent RIA with 11 team members called Venture Visionary Partners. RegentAtlantic made its first RIA acquisition. Captrust Financial Advisors made a pair of acquisitions, adding 2.1 billion dollars of new assets.
NBA All-Star Tony Parker Joins NorthRock Partners
NorthRock Partners just hired six-time NBA All-Star Tony Parker to co-lead its sports and entertainment practice. Mercer Advisors’ latest acquisition just pushed it past the $16 billion threshold. Focus Financial partner firm The Colony Group just hired Kathryn Collings as a senior wealth advisor.
Mariner Wealth Advisors Acquires Texan RIA
Mariner Wealth Advisors acquired SMS Capital Management. Rockefeller hired Merrill Lynch market head to launch LA office. Integrated Partners added a sextet of advisors managing around $136 million to its ranks.
RIA TV News - June 2019
Cresset Wealth Advisors hired four former JP Morgan Private Bank veterans to lead and grow its Minneapolis office. Robertson Stephens Wealth Management hired Erik Boe to open up a new office in Sun Valley, Idaho. Tiedemann Advisors is going westward to open its ninth office.
RIA TV News - May 2019
UBS Wealth Management Americas remained UBS’s most profitable geographic wealth unit in Q1 2019. Raymond James Financial continues to grow their core wealth management businesses. Ameriprise's Chairman says the company has picked up the pace in recruitment.
RIA TV News - April 2019
In this latest edition of RIA TV News, Ritholtz Wealth Management, continues its rapid growth with Paul Zodtner joining the firm from Ameriprise. Bronfman Rothschild present it is being acquired by NFP Corp. to create a RIA firm with Sontag Advisory while Minneapolis-based RIA Creative Planning announces its acquisition of The Johnston Group.
RIA TV News - March 2019
In this latest edition of RIA TV News, AdvicePeriod announces that Brent Pressentin is joining the RIA from Morgan Stanley, while Cresset Asset Management has announced the acquisition of Chicago RIA Evanston. Mercer Advisors continues its RIA acquisition plan with news that Confluence Financial Advisors is joining the firm.
Active Management: Adding Customized Value to Portfolios
On This episode of Meet the RIA, Richard R. Hough III, Chairman & CEO of Silvercrest Asset Management Group sits down to discuss managing client's portfolios, the culture of the industry, and RIA and ETFs outlook for the rest of the year.
Saving Your Business with Additional Services
In this episode of Meet the RIA, Joel Isaacson, Founder and CEO of Joel Isaacson & Co. sits down to talk about how to adjust to client needs, how to progress your business for many years, and the importance of being able to communicate with your clients