OCTOBER 15, 2024

Daylight CEO Underscores The Need For Philanthropic Planning Know-How

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

WHITE PAPER

Investor Sentiment in Volatile Markets

Two leaders with different career paths, but a common theme: Joining principals who gave them the latitude to make an impact.

‘Personalization at Scale’ Is Here

The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.

Trending Podcasts

The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.

The WealthStack Podcast: Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance and more.

RIA News

Cetera Acquires Protective Life’s B/D, RIA Business

Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera.

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.

The former RBC Capital Markets team will join Raymond James’ employee advisor channel.

Thurston Springer to Acquire $1.B AUA PEAK Reps

PEAK, which has 120 advisors and about $1.2 billion in assets under advisement, will operate as a separate subsidiary of Thurston Springer.

Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.

What's In My Model Portfolio?

Savant Wealth Management: Seeking Broad Market Exposure

Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

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