Personal Portfolio, a hybrid based in Redwood City, California that oversees more than $300 million, has changed its broker-dealer affiliation and advisory platform from Investment Architects, based in Petaluma, California, to Atlanta-based Arkadios Capital.
Personal Portfolio is led by John H. McKee, a certified public accountant, and provides services to 800 client households.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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