Rob Foregger, co-founder of Personal Capital and NextCapital, and partner Jim MacIntyre have teamed up with equity analytics and indexing provider MarketGrader to develop the next generation of smart beta and index investing.
Morgan Stanley's wealth unit boasted $110 billion in net new assets over the first quarter, while Bank of America Merrill Lynch stressed it hit a record high of net new relationships, despite a 3% revenue dip.
In the latest exodus from troubled First Republic Bank, a 17-member New York team has joined Rockefeller’s global family office, while another advisor goes to City National Bank.
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