OCTOBER 13, 2023

RIA NEWS

Ten More Advisors Exit Goldman Sachs PFM

Diana Britton

The latest defections include three advisors and an analyst who joined Kestra’s Private Wealth Services unit.

FULL ARTICLE

RIA ROUNDUP

Sunshine Private Wealth Joins Steward Partners from Hightower

Ali Hibbs

Steward Partners adds the first team to its IAR-only channel, Allworth Financial names a new CEO and other news from Wealth Enhancement Group, EP Wealth Advisors, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.

FULL ARTICLE

WHITE PAPER

Digitizing the Client Experience

Sponsored by SS&C Black Diamond Wealth Platform

Harness “digital” to improve the 6-steps of the client.

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PHILANTHROPY

IRS Warns Against Improper Art Donation Deductions

Susan R. Lipp

Aggressively misleading promotions are targeting high-income taxpayers.

FULL ARTICLE

TECHNOLOGY

The Tech Transformation Blueprint

Mike Alexander

Lessons learned to help companies avoid missteps when changing their technology stacks.

FULL ARTICLE

WEBINAR

Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation

Investment Strategies

Top RIAs on The Current Investing Climate: Crescent Grove Advisors

Diana Britton

Co-CIO Andrew Krei likes higher quality fixed income, venture capital and private equity, while avoiding AI.

FULL ARTICLE

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Investment Strategies