OWN The last article about business transition examined the most important issues pre-sale owners should consider when planning to exit their businesses. Here, we examine six key considerations.This can make or break a successful transition. Is the business being sold or transferred? In many ways, a business owner is like a family member. Deciding…

Options strategies are increasingly being packaged into SMAs, FundFire reports. The outcome of the US election has created some uncertainty about the future of private infrastructure funds. These are among the investment must-reads we found this week for wealth advisors. Source link

In the trailing month to August 22, 2024, low volatility strategies have outperformed the broader US stock market. This performance is estimated using the S&P Low Volatility ETF (SPLV) as it is derived from the S&P 500 with no sector constraints and is representative of “pure play” US low volatility exposure. In the trailing month…

Last month WealthManagement.com The Advisor Sentiment Index for July shows a slight increase in financial advisors' confidence in the overall economy and the stock market. The Economic Confidence Index rose to 108 in July, from 106 in June, while the Stock Market Confidence Index rose. Despite this uptick in sentiment, advisers remain cautious. Only 41%…

Another institution, JP Morgan, is in legal limbo over allegations related to its money-laundering program. Illinois resident Dan Bodea filed a lawsuit last week in the Southern District of New York seeking a class action against JP Morgan Securities. Bodea alleges that some of the excess money in his JP Morgan account was automatically transferred…

The popularity of low-cost passive ETFs is driving an unexpected change in fund management: new entrants are becoming more expensive. Harnessing the hunger for complex strategies that rely on everything from stock options to crypto to stand out in the market, this year's new ETFs rank among the most expensive of the decade. This is…

based in Houston American Partnersa registered investment advisor backed by Dynasty Financial with $7.5 billion in client assets, has hired Javier Altimari as founder and managing partner of its international division. Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building Americana Partners International, the new RIA division…

The financial services industry has been talking about the Great Wealth Transfer (GWT) for the past 10 years. At that time, my mother and my aunt's counselors found out about me, and I know them. They have not once contacted me to discuss issues related to inheritance, my family's wishes or to see if I…

Branding is how people see us – mission statements about what we do and how we do it. Sheri Fitts, after her recent Sway conference focused on the brand, reported one of its participants as saying, “You have one, whether you're intentional about it or not.” Sheri went on to say, “(The brand) should be…

Many financial advisors opened shops in their hometown. Others, especially those who work for large national brokerages, flock to big cities like New York, San Francisco, Los Angeles and Chicago, where high populations provide a healthy crop of potential clients. Besides those big cities, what are the best places in the US for financial advisors…