From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
Advisors responding to a $120 price hike on the CFP designation question the value of spending it on marketing campaigns, but supported the designation for their practice.
AdvizorPro finds Schwab still dominates as the RIA custodian of choice for separately managed accounts, but upstart Altruist has jumped ahead of Pershing into fourth place by number of relationships.
Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, who’s been appointed head of portfolio management.
Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners, the second practice to join Indivisible Partners, the RIA launched by former Merrill Lynch executive John Thiel earlier this year.
Caesar Sengupta has big ambitions for his “digital family office to the world.” Backed by $90 million in venture capital, he’s starting with low-minimum, private-bank-style investments for millennial millionaires.
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