EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week and Private Advisor Group added a new role.
Infrastructure should prove particularly attractive for investors seeking diversification, inflation protection and downside resilience with the potential to generate attractive absolute returns.
Our RIA Edge 100 list looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.
Nexus Strategy's Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.
The Xtrackers MSCI USA Climate Action Equity ETF (USCA), which debuted Tuesday with $2 billion in assets, surpassed the $1.35 billion launch of the Goldman Sachs MarketBeta US 1000 Equity ETF (GUSA).
In partnership with Allianz Life Insurance Company of North America
Join this webinar on Thurs. Apr. 13th for a first live look at key findings from our newest report, as well as key takeaways that can make an advisor’s retirement planning efforts more productive.
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