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Business Transitions Articles
The Foundation for Financial Planning and the CFP Board have partnered with the National Council on Aging to deliver free financial planning to senior citizens.
Paul J. Taubman, who left Morgan Stanley in 2013 after 30 years, will merge his firm PJT Partners with Blackstone’s advisory unit into a new, public entity that he will lead.
The combined firm will be known as Obermeyer Wood Investment Counsel and will manage approximately $1.7 billion in assets.
The addition of Atlanta-based Gratus Capital Management will expand Focus’s presence in the Southeast region.
RCS Capital will buy Cole Capital from American Realty Capital Properties for $700 million.
Integrating other practices into your own is a lot of work, but can be worth the effort.
Dealing with succession can be stressful and time consuming, and finding a firm’s proper proper valuation is key.
Mergers and acquisitions are still going strong, Schwab says, even though many financial advisor firm owners are leaning toward internal succession plans.
How does a firm with more than $1 billion in assets continue to grow?
Harbor Wealth Management Group has joined the firm from UBS.
Financial Advisor Blogs
Portfolio Manager Insights
Lucrative opportunities exist for an experienced financial advisor to serve as a retained expert witness providing testimony in court, says this attorney. + Read more
Life insurance allows retirees to spend a higher percentage of their portfolio after they stop working, tap emergency cash if needed, and pass more wealth to their spouse and heirs. + Read more