From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
Raymond James will take a minority, non-controlling stake in advisors' practices in exchange for revenue to help those looking to acquire, hire or create a succession plan.
Explore how a strategic data layer can bridge the gaps in integration, enhance AI capabilities, and create a future-proof foundation for your firm—providing deeper personalization, faster insights, and more proactive advice.
Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
