Reverence Capital Partners, a private investment firm focused on investing in financial services businesses, has announced the completion of its acquisition of
Advisor Group, Inc., a independent wealth management platform, which supports over 7,000 financial
advisors with USD 272 billion of client assets, the company said.
* John "Jack" Hammond, Managing Director and Wealth Management
Advisor, was named as a Forbes "Best-in-State Wealth
Advisor," a Barron's "Top 1,200 Financial
Advisor" and a Financial Times "Top 400 Financial
Advisor." Hammond joined Merrill Lynch in 2002 and holds the Chartered Alternative Investment Analyst (CAIA) designation and earned the Certified Financial Planner and Certified Investment Management Analyst designations.
Therefore, Bruckenstein cautioned to software developers and their
advisor prospects and customers, "Beware of 'crappy portal syndrome.'"
TRACI PHILIPSON, "Aquinas, Averroes and the Human Will."
Advisor: Richard Taylor.
Simply because an
advisor calls himself a fiduciary does not mean that he has no conflicts, which may result in excessive fees and poor fund performance.
Our strategy was to bridge an already powerful advisor-centric technology infrastructure with collaborative and client-facing digital tools that together comprise our Connected
Advisor digital advice platform.
If, however, the provider offers portfolios created by the robos, or functionality that brings it within the definition of "investment adviser" under Section 202(a)11 of the Advisers Act, then the technology provider should also be required to register, either as an investment
advisor under the Advisers Act, or as a robo platform under the new regulatory category proposed in this article.
According to the Q4 Eaton Vance
Advisor Top-of-Mind Index (ATOMIX), which polls more than 1,000 financial
advisors, politics, policy and how the markets will react to the election are the top concerns among
advisors right now.
JERSEY CITY, N.J: According to a new white paper released today by Pershing LLC, a BNY Mellon company, the number of digitally-enabled
advisor firms is growing steadily as firms adopt technologies to differentiate their practices, attract new clients and enhance operational efficiencies.
Barnes, CFP, Financial
Advisor at Barnes Pettey Financial
Advisors, LLC, was recently named to Barron's list "The Top 1200
Advisors" in the country.
com, "adviser and
advisor are both accepted spellings of the noun meaning one who advises or counsels.
September 13, 2013 (WAU) - The governor of Western Bahr el Ghazal Rizik Zachariah Hassan has appointed Ayuel Longar as the new
Advisor on peace and reconciliation affairs.
A couple of months ago I found out that Steve Vasquez, the University of California Cooperative Extension viticulture farm
advisor for Fresno County, was resigning from his position to take a job in the private sector.
Among those cut are Ahmed El-Nagar, the minster's
advisor for sukuk affairs; Abdallah Shehata, the minister's economic
advisor; Mahmoud Farahat, the minster's adviser for government service authority; Kamal El-Din Atef, the minister's legal
advisor; and Azza Sharaf, supervisor of the minister's office.
