During two weeks in January (12th - 21st), we’ll provide HNW advisors and financial planners expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts.
Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.
ETF demand was broad based in 2020, as fixed income and commodity ETFs pulled in impressive net inflows relative to their size. In addition, investors continued to choose equity ETFs over often more expensive mutual funds.
Miles, a former principal at AdvicePeriod, plans to help the RIA expand services to clients and get employee-owned Freestone national name recognition to lure more advisors to its ranks.
Anthony DeChellis joined Boston Private to jump start its floundering wealth business. But he and the board are "grossly" undervaluing the bank in agreeing to a $900 million sale, a major shareholder says, arguing the firm should curtail its "pie-in-the-sky" and costly wealth management ambitions.
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