Cambridge Investment Research, the independent broker/dealer based in Fairfield, Iowa, has launched an outsourced CFO offering to better support its advisors working with high net worth clients. The broker/dealer will pair advisors with an experienced CFO through a partnership with Hero CFO, a subsidiary of Compass CFO Solutions, to provide the services. Connected: RIA Edge…

Open, honest, and candid discussion about flexPATH's court win, Empower's new product for small plans, how people fail in retirement, and more. Source link

Savvy Advisors, tech-centric registered investment advisory firm founded in 2022 by financial software developer Smart wealth AND CEO Hrithik Malhotrahas recruited a 16th advisor to its AI-powered platform. David Gottlieb, most recently with Prosperity (formerly EinserAmper Wealth Management), is “fully focused” on clients invested in real estate properties. With a professional background that includes time…

Sowell Management, a corporate RIA comprising more than 50 independent advisory practices overseeing approximately $4.4 billion in collective assets, has launched an insurance partner business in collaboration with Griffin Distribution Partners to better support its advisors. “Our long-term roadmap has always included a comprehensive insurance platform,” Sowell founder and CEO Bill Sowell said in a…

Deals may indeed be popping up elsewhere as private equity returns to post-Covid markets eager to put to work the mountains of closed-end dust, but it never really faded into the registered investment advisory space. . Still, after what some industry experts are calling the most active quarter in nearly a decade, this week may…

Earlier this month, global real estate investment manager Hines launched the Hines Private Wealth Solutions platform. Since the firm has been offering real estate investment opportunities to private equity investors for the past 20 years, raising nearly $11 billion by the end of 2023, the move was more of a rebrand than a launch, according…

To continually optimize advisor email marketing efforts, the email marketing team at Lone Beacon conducted a study to find out which email subject lines performed best across various financial advisor accounts and why. To do this, we analyzed over 2,700 individual subject lines of emails that were sent on behalf of advisors over the past…

A former Washington-based Hightower adviser won a temporary restraining order against the firm after it accused him of bringing a gun into one of its offices and violating restrictive covenants by soliciting clients after firing him. Lars Knudsen also successfully moved a lawsuit against Hightower back to Washington state court after the RIA tried to…

Gert van der Geer, senior investment manager of Pictet Asset Management and head of the Global Thematic Opportunities and Thematic Solutions team, shares some insights into thematic investing and trend spotting in this fantastic chat. Gert shares some of the themes he and his team are following, why it's hard to find long-term sustainable trends,…

Rise Growth Partners, RIA investment company launched by former United Capital CEO Joe Duranhas hired Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, as managing director and head of advisory partnerships, the firm confirmed. Coffey began her career at Schwab and was senior managing director of financial strategy and…