Listen as Binoy Talati Managing Director, Enterprise Solutions, iCapital, asks what advisor challenge is your firm trying to solve? Source link

Milemarker this week announced the launch of their Firm Intelligence platform. “The firm's intelligence is a core offering,” he said Milemarker co-founder and managing partner Jud Mackrill. Related: The new Pensioner is rebranded as Boldin Established in 2021, Milemarker has grown to 30 employees and to date has offered a mix of consulting, managed back-office…

Despite the political furor and the threat of companies rejecting diversity, equity and inclusion initiatives, some financial services firms are choosing to stay the course. Angela Harrell, head of diversity and corporate impact at Voya Financial, said many of the companies that committed to DEI-related measures after the killing of George Floyd in 2020 are…

Sponsored by In this Quick Talk, David Armstrong, director of editorial strategy and operations at WealthManagement.com, interviews Mark Tibergie, recipient of the inaugural Lifetime Achievement Award at the Industry Wealth Management Awards. Mark reflects on his remarkable career trajectory from journalism to a transformational figure in the financial services industry. He shares insights into his…

A Tennessee-based adviser who touts a “faith-based investment” strategy is facing SEC charges that he defrauded several clients out of millions. Commission submitted her complaint against Cookeville, Tenn., resident Donald Anthony Wright and his SEC-registered firm Retirement Specialty Group in Tennessee federal court on Monday. Related: RIA will pay $1.2 million to settle violations of…

Actively managed mutual funds and ETFs fared slightly better passive fund peers from July 2023 to June 2024, according to Morningstar's most recent semiannual US Active/Passive Barometer. Outperformance was strongest among active bond managers. Morningstar found that over the 12 months ending in June, 51% of active mutual funds and ETF strategies outperformed the average…

Thank you to our sponsor Rising Stars Related: Scenes from the 10th Annual WealthManagement.com Industry Awards The Rising Stars of the Year Awards honor next-generation individual advisors and/or financial advisory firm leaders who have demonstrated vision, creativity, integrity, leadership and high performance to impact their firm, industry and wealth management in general. last year. They…

You are a life insurance agent working in advanced markets. You know that after 2025, the federal estate, gift, and generation tax exemptions, but not the annual gift tax exemption, are scheduled to return to their much lower 2017 levels, indexed for inflation. You also know that the planned reduction may not happen, a position…

A final column of The ethicist IN New York Times involved questions about a multimillion-dollar trust that would go to grandchildren yet to be born. The question came from an adult child whose parents were setting up the trust, with the adult child and his sibling as trustees. The trust would provide that if there…

Voya Financial has agreed to acquire the retirement plan business of OneAmerica Financial, which includes over $60 billion in assets under administration. The deal is expected to close on January 1, 2025. The two companies have agreed to an upfront purchase price of $50 million and deferred consideration of up to $160 million, payable in…