Modeled after a hit YouTube show, two industry experts consumed over a gallon of milk and nearly two dozen progressively hotter wings while discussing topics including AI and the effect of private equity and venture capital on wealth management.
During a conversation at Wealth Management EDGE, the former CEO of United Capital called private equity “economic creatures” that may add leverage and unnecessary changes.
Discover the lucrative world of fee-only RIAs, the fastest-growing segment in wealth management, offering transparency, flexibility, and client-centric services in a competitive market landscape.
Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.
Stich, who left digital custodian Entrustody in January, joins MarketCounsel this week as executive managing director and will take over a lot of the operational responsibilities from President and CEO Brian Hamburger.
Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.
Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.
Alternative investment platforms help connect fund managers with advisors looking for investment opportunities. However, fund managers need to focus on matching advisors with the right options.
About a quarter of Americans are already investing in crypto, according to one source. Advisors will be well-served to get comfortable with the asset class.
The impact that artificial intelligence will have on wealth management drew a large crowd at the Wealth Management EDGE conference at the Diplomat Beach Resort in Hollywood Beach, Fla.
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