Matthew Fleissig, president and co-founder of Pathstone, offers insight into building a multi-generational family office and highlights how independence is advantageous in a constantly changing environment.
Wall Street Meets Main Street: Why Morgan Stanley is buying E*TRADE for $13 Billion
Morgan Stanley is buying online broker E*TRADE for $13 billion. The all-stock transaction will bring combined client assets to $3.1 trillion. CEO James Gorman says in the release that the deal will position Morgan Stanley as a top player in the Financial Advisory, Workplace, and Self-Directed channels.
Asset Management Needs to Get Serious About Attracting and Retaining More Women
Attaining greater representation of women isn’t just the right thing to do for the asset management industry, it is the smart thing to do for clients. Read the article Asset Management Needs to Get Serious About Attracting and Retaining More Women
Edelman Financial Engines
Edelman Financial Engines Founder Ric Edelman weighs in on Reg BI, Coronavirus, Bitcoin and Blockchain. Ranked the #1 Advisory Firm by Barron's, Edelman also offers his advice to advisors hoping to climb the ranks.
Your Dedicated Fiduciary®
D. Vance Barse, AIF®, Wealth Strategist and Founder of Your Dedicated Fiduciary®, takes a closer look at RIA industry insights and warns of mistakes to avoid, such as failure to define value.
Exchange Capital Management
Clients have diverse needs and advisors are increasingly using new technologies and tools to help them them accomplish their unique goals. Andrew Stewart, CFA, CAIA, Chief Investment Officer at Stewart Capital Management weighs in on the latest RIA industry trends.
Evercore Wealth Management
Evercore Wealth Management's Partner and Portfolio Manager, Brian Pollak, highlights the top trends in wealth management and examines the key strategies for advising high-net-worth clients and best practices in the industry.
Salem Investment Counselors
David Rea talks markets and shares his advice for financial advisors and investors heading into the new year. He is President of Salem Investment Counselors, which took the #1 spot this year on CNBC's FA 100 list.
Kevin O'Leary Says Avoid This Common Mistake
Shark Tank star and O'Shares ETFs Chairman Kevin O'Leary weighs in on the China Trade War, the 2020 election, and international opportunities. Mr. Wonderful also shares his investment recommendations for the new year, reveals Vladamir Putin's watch, and warns consumers to avoid one common mistake.
Kevin O'Leary Opposes Big Tech Intervention
Kevin O'Leary, the owner and chairman of O'Leary Ventures, considers the risks of overregulation with Big Tech and social media. O'Leary discusses how too much regulation of the major technology companies would weigh on innovation and hamper growth of startup companies that enhance and support social media platforms.
Kevin O'Leary Live on LinkedIn with Asset TV
Kevin O'Leary, ABC Shark Tank star and Chairman of O'Leary Ventures, joins Asset TV live on LinkedIn for a discussion about investing in watches, wine, and companies led by women. During this 45-minute conversation, he also covers politics, the economy, big tech, the trade war, and entrepreneurship.
ESG Integration: The Final Piece of Portfolio Selection
Eoin Murray, head of investment at Hermes Investment Management, emphasizes the importance of investing in ESG factors sooner rather than later and underscores that wealth creation can co-exist with 'saving the planet.'