It goes without saying that technology has been a massive disruptor in every industry. In wealth management, fintech, as mentioned, has laid the foundation for growth and efficiency with companies like eMoney leading the charge. Nearly 25 years ago, eMoney Advisor burst onto the scene, offering a tool to help advisors become more efficient by…

Consider all the ways someone could get into your email database. Maybe they visit your website and subscribe to your newsletter. Maybe they write their email in exchange for a helpful letter. Or maybe you add them after you encounter them in a function. In any case, it's a good idea to send them a…

In today's highly competitive job market, especially in industries facing talent shortages, a strong mentoring program is a powerful tool for attracting and retaining top talent. By investing in internal employee development, firms can address skills gaps by preparing staff for future leadership roles. This approach can strengthen the company and help mitigate the challenges…

(Bloomberg) — The crypto industry poured millions of dollars into the presidential and congressional races, but its most notable election victory may have been the ouster of U.S. Securities and Exchange Commission Chairman Gary Gensler. The former Goldman Sachs banker has led the strongest regulatory crackdown on the digital asset industry, bringing dozens of cases…

NewEdge Wealth, NewEdge Capital Group's invitation-only RIA serving ultra-wealthy clients with approximately $18.5 billion in client assets, has added Christopher Ayer as principal. Ayer joins from Pallas Capital Advisors, a Braintree, Mass. RIA, where he served as senior vice president of wealth management, and will establish the firm's first New Hampshire office in Portsmouth. NewEdge…

Callan Family Office, a $6.5 billion registered investment advisor founded in 2022 by former Abbot Downing executiveshas launched a tax overlap management program to maximize after-tax returns for the extremely high net worth families it serves. Callan has partnered with Aris Investing, a technology-enabled SMA platform, to power the new program. Daniel Burke, investment partner…

(Bloomberg) — Wealthfront Inc . is closing its equity risk fund after years of underperformance, marking the end of an uphill battle to deliver sophisticated strategy to the masses. The digital wealth management firm said in a Monday delivery that the Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3….

(Bloomberg) — U.S. Treasury yields rose — with the biggest 30-year rise since the global flight to money in March 2020 — as investors again flocked to bets that Donald Trump's return to the White House will boost inflation. . The yield on longer-maturity US government bonds rose 24 basis points to 4.68%, the highest…

Many media bodies report that Justin Bieber is considering suing his financial managers for misappropriating his estimated $300 million fortune. The famous singer, who made most of his fortune when he sold the rights to his music catalog for a reported $200 million in January 2023, has apparently lost a large amount of money due…

Warren Buffett's will leaves more than 99% of his fortune to charity. With a net worth of more than $100 billion, that money will do very well. But who gets to decide what charity to support? That's the big difference Buffett recently discovered. In an earlier version of his will, Buffett (then the second richest…