FEBRUARY 12, 2020

INDUSTRY

Pershing Rethinks Minimums To Attract 'Never Schwabers'

Samuel Steinberger

Eager to add assets, the advisor-focused custodian is modifying its onboarding requirements.

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INDUSTRY

Citizens Private Wealth Chief Predicts More Bank/RIA Mergers

Patrick Donachie

John Bahnken said the merger between Citizens Bank and RIA Clarfeld Financial Advisors could be a successful example of a bank/RIA partnership.

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DEAD CELEBRITY PODCAST

Elizabeth Taylor and Philanthropy

David H. Lenok

Elizabeth Taylor chose one cause—AIDS—as her mission in life to support. Even after her death, the foundations and organizations she created and supported are still thriving.

Brought to you by FS Investments

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HIGH NET WORTH

Family Offices Disrupting Traditional Investment Models

Emily Hathwaite

Advisors to wealthy families need a broader range of skills, as the rich increasingly pass over limited partnerships and fund managers in favor of direct investments.

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The Daily Brief

MUTUAL FUNDS

BlackRock Steals Top Spot for 2019 Global Inflows From Vanguard

Diana Britton

Fixed income powered much of the growth in asset flows last year, according to a new Morningstar report.

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INDUSTRY

Synergy Wealth Alliance Leaves Cetera for LPL

Asia Martin

Synergy Wealth Alliance has plans to double its firm every 36 months.

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PEOPLE

Merrill Lynch Names Executive for New Business Development Position

Erick Bergquist

Merrill Lynch President Andy Sieg has named Craig Young National Business Development Executive.

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