The Truemark Investments's Mike Loukas discusses how and why financial advisers should consider the addition of ETFs owned to their client's investment portfolios. Source link

Mercer Global Advisors, one of the largest and most buyers of investment registered in the country with $ 70 billion in the country, has hired TED Mother as director of the M&A partner. The mother joins Potomac Law Group, where he was a corporate and M&A partner. He will serve alongside Martine Lellis, who was…

Impacts talking to your customers and their children are symptoms of a bigger issue. I get it. It is difficult for a counselor not to feel at least a little upset about the predominance of financial impacts. We work in an industry that strongly regulates what advisers can say and do. We feel a great…

The “sold and stay” approach to the management of wealth M&A is proving to be more than a trend. According to the Gladstone owner's study, there have been over 300 sales of RIA recorded in the Sec ($ 100 million+ Aum) each year in the last five years, with 2025 looked like another record. Many…

Keybank is expanding its relationship with Enovestnet, which will give the bank's main wealth subsidiary and some access units to a large part of the councilor's technology provider's stack than they used before. This cooperation will provide almost 500 assets and relationship managers full access to Enovestnet's wealth management technology, including its latest customer experience…

OAKS, Fintech Sei based on Pa. has started an alternative investment market aimed at wealth managers and financial advisers. Part of SEI Access, the new digital market and the education forum allows users strategy and research funds. It also includes the functionality of reconciliation processing, allowing councilors to buy market funds through electronic reconciliation documents,…

Chilton Trust, a New York -based faith bank, family office and property manager with $ 8 billion in management, has added five advisers to her team, including the new management director Henry Davison. Two employments, including Davison, are joining by Bessemer Trust, a largest multi-family-based multi-York City-based office that oversees about $ 200 billion in…

A Pennsylvania investor is suing CAPTRUST financial advisers for the alleged failures of a firm that won. She claims Ria should have realized earlier that she would have been deceived by more than $ 360,000 of retirement savings. Jessica Schwarz filed a lawsuit at the Federal Court of Pennsylvania against Captrust and the company previously…

SPDR SSGA APOLLO IG PUBLIC AND PRIVATE CREDIT ETF (Private) ETF title titled in February, as it uses a unique approach to offer investors access to private loans. Prior to this beginning, private credit of the loan were either business development companies (BDCS) or collateralized loan liabilities (Clos). Private navigated the ASH's request that no…

The asset of the composition, its fresh Rebrand last week by Miracle Mile Advisorshas won two registered Seattle -based investment advisers. The firm has added Vinable Group, a team of 15 people with $ 630 million under management asset, and UnionwiW Wealth Partners, with $ 300 million in AUM. They represent the first deals made…