The research firm wants to launch sub-advised, in-house funds with lower fees that financial planners can throw into managed account portfolios.
Marketplace promises PE rarities: liquidity and lower investment minimums.
Replaces Bob Oros, who departed in January.
Hope and expectations for both corporate and individual tax reform are running high among financial advisers, many of whom believe real progress can get done as early as this year.
The incident introduces yet another example of how not to use social media.
Letting clients help direct practice management decisions can have many upsides.
Most think the net-worth limits should be raised, not lowered, when it comes to private and exotic products.
As rates slowly move higher, the safest and shortest-term investments, such as certificates of deposit and money market funds, will start to pay higher yields. Finally.
First Ascent Asset Management, which is billing itself as the first flat-fee asset manager, charges just $500 per adviser client.
