During this very enlightening conversation, Stuart Sclater-Booth, Deputy CIO and Portfolio Manager at Stone Harbor Investment Partners, shares some great insights about what President-elect Trump has to say about emerging market debt. Stuart provided great insight into the impact Trump's proposed tariffs will have on emerging market investments, the health of China's economy, which regions…

Creative Planning is acquiring Edmonds Duncan, a $550 million RIA whose Lawrence, Kan. location. it's just over 30 miles from Creative Planning's headquarters in Overland Park. The Edmonds Duncan deal marks Creative Planning's first acquisition since San Francisco private equity firm TPG Capital's “substantial” minority stake in RIA led by Peter Mallouk. In a statement…

Mercer Global Advisors, one of the nation's largest and most profitable registered investment advisors, has announced two acquisitions, expanding its footprint in the Greater Denver and Minneapolis area. Mercer's acquisition of Chapel & Collins, a Fort Collins, Colo. firm with approximately $675 million in client assets, brings its Colorado AUM to nearly $5 billion across…

Allworth Financial is acquiring City Fiduciary Group, a wealth firm focused on tax planning in the Pacific Northwest with $839 million in client assets. The deal is Allworth's seventh this year. City Fiduciary Group has offices in Washington and Oregon, and the deal will increase Allworth's presence in those states. It will also strengthen Allworth's…

Allworth Financial is acquiring City Fiduciary Group, a wealth firm focused on tax planning in the Pacific Northwest with $839 million in client assets. The deal is Allworth's seventh this year. City Fiduciary Group has offices in Washington and Oregon, and the deal will increase Allworth's presence in those states. It will also strengthen Allworth's…

Getting into college isn't as difficult as you might think. An annual UCLA survey of full-time freshmen nationally it shows that 70% of students are accepted in their first choice. It's easier to get into college than conventional wisdom would suggest, so why the disconnect? That's because the vast majority of published press coverage focuses…

Sponsored by Tax loss harvesting and direct indexing can be valuable tools for investors looking to increase their portfolio returns and minimize their tax liabilities. In this video, Brian C. Smith explains the potential benefits of these strategies for investors to make informed decisions about their investment approach. Source link

Osaic's recent acquisition of LPL Financial is a $410 million California-based firm that specializes in working with award-winning Hollywood actors, writers and executives. Nexus Wealth Partners is led by managing partners Scott D. Nelson and Kamie Abraham, along with four support staff members from Westlake Village, California. Nelson and Abraham have approximately 18 years and…

Sponsored by Men and women may face similar financial challenges, but they differ in their approach to retirement planning. Download Athene's exclusive research and discover the top strategies that successful financial professionals use to work with female clients that you can use in your own business. And find out why attracting and keeping female customers…

We have all witnessed the convergence of wealth, retirement and, to a lesser extent, benefits at work. Although the promise of serving over 80 million defined contribution participants is evident, as is the potential to elevate advisors and providers who may, like most changes, progress may be slow. There are several events that create quantum…