In this highly detailed and engaging episode, BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the advisor-client relationship is becoming closer as clients are demanding more intimacy, commitment, focus personal and immediate communication. . This trend is a great opportunity for advisors to be at the…

I joined Ensemble in 2008 when it was a founding model. In 2014, a small group of employees bought out the founder. It was that transition that allowed us to start focusing on our technology group. With the founder model, they are used to doing things their way. We were paper based until then. We…

Departing from 14 years with Northwestern Mutual, David Eisenhauer has launched a new independent registered investment advisory firm in Danville, California. Acting as chief wealth strategist, Eisenhauer launched Greykasell Wealth Strategies along with an office manager (also his wife) and directors of investments and operations, all of whom joined him in the move. The team…

Van Eck Associates, the company behind it Social Sentiment ETF (BUZZ), will pay a $1.75 million civil penalty to settle charges that it failed to disclose a social media influencer's role in the ETF's launch. The SEC order does not name the influencer, but the internet celebrity and founder of Barstool Sports Dave Portnoy promoted…

house » Student loan refinancing » Which debts should you pay off first – credit cards or student loans? Having more than one type of debt is common, and this is especially true after you graduate college and start your first “real job.” You may have credit card debt, an auto loan, and a mortgage…

(Bloomberg) — Vista Equity Partners has hired Dan Parant as the global head of its private wealth solutions business as it pushes to expand further into the world of private technology investments. Connected: Private equity returns sink to global financial crisis levels According to a statement reviewed by Bloomberg News, the buying firm, known for…

(Bloomberg) — Goldman Sachs Group Inc . boosted David Solomon's compensation by 24% to $31 million for a year when revenue fell at the Wall Street giant. The board raised the chief executive's pay as profit fell 24% and the firm spent much of the year plugging internal fissures and nudging investors on a streamlined…

Prospera Financial Services picked up four advisers and $650 million in assets in California's San Bernardino Valley, and Berger Financial Group hit $2 billion and established a presence in Illinois with its 18th acquisition. In Annapolis, a $625 million firm spun off a four-person team to create Curio Wealth. Steward Partners also announced it was…

TIAA-CREF Individual and Institutional Services (TC Services) will pay more than $2.2 million to settle SEC charges that it violated the Best Interest Rule when it recommended that clients open a retirement account TIAA Individual. Within the IRA, clients can invest in both a pre-selected “core menu” of related investments and a wider selection of…

College students already have a lot on their plate, including the need to study to get good grades, participate in any number of campus activities, and potentially work part-time to make some money. That said, college students should also focus on their financial future, including steps they can take to build credit before entering the…