(Bloomberg) — The celebrity with tax efficiency The ETF market is poised to add a new string to its bow, with the arrival of two funds that offer a new way for investors to cut what they owe on capital gains. The Cambria Tax Aware ETF (marked TAX) and the Stance Sustainable Beta ETF (STSB)…

(Bloomberg) — Banco Santander SA made several appointments to its wealth management and insurance division as part of changes made by the new head of that business at Spain's biggest lender. Related: Santander hires private bankers to target wealthy clients in Miami, Mexico Santander will combine its alternative investments and investment platforms units, which will…

MAI Capital Management is acquiring Halpern Financial, a $1.2 billion fee-only RIA with offices in Virginia and Maryland, while also operating in Naples, Fla. It is the firm's eighth acquisition this year. As part of the deal, founder Tim Halpern will assume the title of regional president at MAI. As a result of the acquisition,…

Shannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her death on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring that her assets would pass to her chosen beneficiaries. In this episode, David Lenok and guest Shawn Goheen highlight the…

Shannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her death on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring that her assets would pass to her chosen beneficiaries. In this episode, David Lenok and guest Shawn Goheen highlight the…

At the 10th Annual Wealth Management Industry Awards, James Leonard, Marketing Manager at Zephyr discusses the importance and honor of Zephyr being nominated for an award at Wealthies, where industry leaders gather to celebrate so many outstanding achievements. Source link

At the 10th Annual Wealth Management Industry Awards, Teresa Hassara, Senior Vice President at Principal discusses her firm's priorities going forward, including a focus on service excellence, discovering new solutions and capabilities, and delivering the best technology and tools to help their advisors thrive. Source link

Introducing new clients to wealth management has long been hampered by manual paperwork and repetitive procedures. Attempts to improve this with bespoke workflows and new technology often fail due to limited automation and integration, leading to data inaccuracies, process inefficiencies and limited capacity for business growth. To remain competitive and meet the growing digital demands…

Financial advisors have historically leaned to the right on the political spectrum, and this presidential election cycle is no different — at least in the number of donations to Donald Trump's campaign. WealthManagement.com recently analyzed Federal Election Commission data showing contributions from individuals who listed “financial advisor” as their occupation and found that Trump's campaign…

The long-awaited arrival of lower interest rates last month helped push the FTSE Nareit All Equity REITs index up 3.2% as REITs continue a strong streak that has seen the index rise 39.1% since October 2023. In the third quarter alone, total index returns increased by 16.8%. Related: Rate Cut Forecast, Strong Q2 Performance to…