Fidelity Investments has added six new strategies to its list of separately managed accounts. Half of the new SMA strategies focus on fixed income and the other half on equities. The latest releases bring the Fidelity SMA count to 14. “SMAs are an important offer for us. They have a lot of appeal for investors…

Institutional family offices have become a major force in public and private markets. They have grown in size, sophistication and influence. Their needs are increasingly global, complex and multifaceted. They are often key indicators of the most interesting and exciting investment trends, but also rely on experienced advisors for custom investment opportunities, curated content and…

In 2020, future advisor Rianka Dorsainvil merged her financial planning practice with that of financial planner Lazetta Braxton to create the registered investment adviser firm 2050 Wealth Partners. This week, the two have split from each other, launching their own RIAs. Dorsainvil said that when she returned from maternity leave in December 2023, the women…

(Bloomberg) — Shadows over artificial intelligence, the eagerly awaited launch of Bitcoin funds and billions of dollars flowing into the stock market's seemingly unstoppable rise: ETFs have seen it all and been the beneficiaries so far. this year. First, exchange-traded funds have taken in more than $400 billion, the most in nearly three years. Investors…

The integration of artificial intelligence has revolutionized various industries, providing efficiency, accuracy and convenience. In the area of ​​estate planning and family offices, the integration of AI technologies has also promised greater efficiency and accuracy. However, AI comes with unique risks and challenges. Let's examine the risks associated with the use of AI in estate…

(Bloomberg) — The booming private loan market is a growing concern for the top enforcement official at the U.S. Securities and Exchange Commission. During a wide-ranging interview this week, Gurbir Grewal said he sees a number of potential risks to the $1.7 trillion private lending industry. The enforcement chief signaled that everything from market concentration…

IEQ Capital, a registered investment advisor based in New York backed by Stone Point Capital with $25.5 billion in assets under management, has hired two managing directors, both from Certuity. Daniel Lee, most recently a partner and chief revenue officer at Certuity, will expand IEQ's existing presence in San Francisco and Los Angeles. Dylan Kremer,…

Growth is one of the most popular topics in this podcast series. While listeners seem to gravitate toward stories of advisors sharing the “secret sauce” of their success, it's the “how to” episodes from top coaches in the industry that are often the most listened to. So this one certainly won't disappoint! In this episode,…

Wealth Management firms that want to win business need to do more to support women. Two important trends make this an incredibly smart move. The first generation of women advisors are facing retirement and want to find like-minded partners to sell their business to or a younger advisor to train to take over. Simultaneously, the…

(Bloomberg) — The U.S. Supreme Court curbed the Securities and Exchange Commission's ability to bring complaints before domestic judges, saying defendants have a constitutional right to present their case to a federal jury when the agency requires financial penalties. 6-3 DECISION can reduce commission leverage for issuing multi-dollar payouts. It deals a blow to an…