The bulk of the tax-managed SMA assets are dedicated to direct indexing, which allows for individually tailored tax ...

John Hardin will join the UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior ...

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors ...

The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to ...

Yet, when it comes to deciding between monetizing through a recruiting deal now or making the leap to independence, many ...

Berta Aldrich will fill the newly created role, while David Robbins will become the director of enterprise RIA relationship ...

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new ...

Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head ...

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025.

Vanilla’s latest announcement follows $30million in funding secured by estate planning platform competitor Wealth.com in ...

Wealth revenue is up 14% on the year, however, net interest income slightly decreased due to “lower average sweep deposits.” ...