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Advisory Firms Expect Staff To Get The Vax

by FA Staff

Firms are employing safety measures including a “vax bubble” as staff returns to the office.

AOC's Bill Seeks To Require Wealthy Family Practices To Register With SEC

by FA Staff

The proposal by Alexandria Ocasio-Cortez calls for family offices with $750 million or less in AUM to register with the SEC.

The Growing Cyberthreat To Family Offices

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Sophisticated hackers are increasingly targeting family offices and ultra-high-net-worth individuals.

From RIA To MFO

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If an advisor wants to start a multi-family office, it's about more than just adding a few services.

JPMorgan's $1 Billion Brother-Sister Team Leaves To Start Own Wealth Firm

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The Invictus Collective will focus on private investment portfolios for ultra-high-net-worth clients.

U.S. Treasury Proposes 15% Global Minimum Tax On Companies

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The OECD has discussed a 12.5% rate, while the White House has aimed higher.

Billionaire Family Offices Reveal Biggest Equity Picks

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Family offices are betting on banks, technology and post-pandemic reopening stocks.

Why Male Advisors Can't Close The Gender Financial Literacy Gap Alone

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Most advisors are men, and they're not addressing the issues that women want to speak about, says advisor Leslie Thompson.

Wealth Management Group Acquires $1.75B North American Management

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The addition bolsters the company's East Coast presence.

Mercer Advisors Purchases Women-Led RIA Firm

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Portland Ore.-based McGee Wealth Management manages $815 million in assets.

Emigrant Partners Takes Minority Stake In Firm Serving Native Americans

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Emigrant expands its partner network with an undisclosed investment in Ulrich Investment Consultants.

The Appeal Of Multi-Family Offices

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These offices can provide tailored solutions to super-rich families.

Soros’s Money Managers In U.K. Poised For $38 Million Payday

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Soros Fund Management offers pay significantly higher than that of most executives at family offices.

Managing Wealth Like A Rockefeller

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Rockefeller Capital Management executive on how the firm carries on the family’s early vision of sustainability and ESG investing.

Former Pershing CEO Mark Tibergien Named To Pathstone Board

by FA Staff

Tibergien becomes Pathstone's second independent board member, after the appointment of AssetMark co-founder Ron Cordes.

Kingdom Trust Rolls Out An IRA That Can Hold Any Asset

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The new account is made possible by Kingdom Trust's recent acquisition of Choice Holdings.

Tiedemann Advisors Navigates Through Pandemic's Choppy Waters

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Technology has been a key to adapting to the disruption, CEO Michael Tiedemann said.

Wealth Manager Gives Clients Disease Expertise With Money Advice

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The co-founder of Cresset Capital Management is preaching patience with his ultra-high-net-worth clients.

3 Questions With Glenn Elliott Of Practifi

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Glenn Elliott is the CEO of Practifi, a client relationship management (CRM) platform for advisors.

With Congress Gridlocked By Partisanship, Advisors Must Watch Regulators

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At least one major piece of legislation recently passed affects financial advisors.

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