Severing a 22-year-old affiliation, the advisory firm with a comprehensive planning focus will serve as an OSJ at the IBD and RIA giant.
The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.
The venture co-founded with Mark Penske, which will take strategic stakes in independent partner firms, is starting strong with a deal to snap up a $3.4B OCIO.
The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.
The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.
As CIO, Welch brings more than 25 years of experience, including time at WisdomTree and Dynasty Financial Partners.
The ultra-high-net-worth RIA’s latest hire comes with experience from TIAA/Nuveen, UBS, Barclays, and the Federal Reserve Bank of New York.
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
Douglas Rothermich joins the firm from TIAA, where he had oversight of all HNW planning, and worked directly with clients holding more than $1B in assets.
