The Client: Client retention

Wealthspire Advisors to Add $194M RIA

December 2, 2022No Comments

The latest addition is Nevada-based Sage Financial Advisors.

Wells Advisors Managing $180M Bolt for Prospera

December 2, 2022No Comments

Twin River Wealth Management, led by Thayer Potter, joins Prospera in Pennsylvania.

Older Investors Staying the Course, Despite Market Downturn: Survey

November 30, 2022No Comments

Few self-directed investors have moved into cash, and nearly all advisor-led investors plan to keep their advisor, Janus says it found.

Alts-Focused Investment Manager Launches RIA

November 30, 2022No Comments

Ballast Rock Group has formed Ballast Rock Private Wealth to cater to accredited investors, tapping a Goldman Sachs and Bank of America alum to serve as the new RIA’s CIO.

Perigon Adds $330M RIA, Nabs Advisor from Catalyst Wealth

November 30, 2022No Comments

The additions are Connecticut-based Nauset Wealth Management and Tom Tolleson in Atlanta.

How Advisors Can Connect with the Next Client Generation

November 29, 2022No Comments

Four steps for how a family meeting can help engage the next generation of clients and ensure that every family member feels heard and understood.

JPMorgan Leads in Wealth Management Digital Experience: Survey

November 28, 2022No Comments

A J.D. Power survey of wealth management customers also found that advised investors have greater overall satisfaction with their firm’s website and app than self-directed investors do.

Merrill Nabs $430M Advisor from Morgan Stanley

November 23, 2022No Comments

Nandi Gunning joins Merrill’s HNW team in San Francisco.

Acquisition-Happy Mercer Aiming to Be ‘Mayo Clinic’ of Wealth Management

November 23, 2022No Comments

CEO Dave Welling told the Denver Business Journal that half of the firm’s current employees joined via acquisitions.

UBS Taps Addepar, Mirador for Tech Upgrade to UHNW Services

November 21, 2022No Comments

The new offering aims to give a better consolidated view across clients’ portfolios, incorporating traditional and alternative assets.