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JANUARY 13, 2023

RIA NEWS

RIA Edge Roundup: $12.6B+ in Assets on the Move

Ali Hibbs

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

FULL ARTICLE

ESTATE PLANNING

Setting Up a Trust in Nonresidential Jurisdictions

Karen L. Witherell

Considerations to take into account when establishing trusts in jurisdictions other than the one in which the client lives.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2022 Study of Best Practices for Financial Advisor Marketing

Strategic Partnership with FMG

The latest Wealth Management IQ establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.

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BUSINESS PLANNING

How to Manage Your Firm’s Data Instead of Drowning In It

Gino DeRango

Focus on monitoring the most important metrics, including these 4 KPIs.

FULL ARTICLE

INDUSTRY

Digital Currency Group Closes Wealth Division Amid Trouble

Vildana Hajric and Olga Kharif

The company run by Barry Silbert is dealing with changes and challenges within some of its biggest subsidiaries following the sudden collapse of FTX.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2022 WealthStack Survey

In partnership with BILL, SS&C Black Diamond, & TIFIN Wealth

How wealth managers are using technology.

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