Eric Kittner, CEO and chairman of Moneta, talks with Jeff and Bruce about the recent trend of wirehouses trying to make inroads in the RIA space, particularly JPMorgan. Christopher Franz and Alec Lucas chat about what to expect in capital gains taxes this year.
Seven industry notables offer their views on what the financial advice business will look like in coming years.
The tool, Prospect Accelerator, covers areas including tax, estate and insurance opportunities.
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
We want to hear about your views on ESG strategies, how your attitude about ESG has changed, and how you expect fund managers to adapt.
Sam Cone, Jessica McNamee and Grace Yung are joining the group, whose members have diverse backgrounds and specialties.
Scottsdale-based RG Capital manages $176 million and serves approximately 300 clients, with a focus on dentists.
Two advisers from Truist and a trio from Merrill Lynch are moving to the firm's employee channel.
Petaluma-based Investment Architects and its affiliated RIA, Resource Investment Architects, manage $1.25 billion.
Francine Payson and Tarek Salhab are joining the firm's employee unit in Fort Myers, Florida.
