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The custodian's new offering features no account minimums, lower fees than competitors and flexible investment options for advisors managing client philanthropy.
Educated advisors can successfully use this vehicle
Advisors are uniquely situated to have these discussions.
The FinServ Foundation fellowship prepares the next generation of financial planners for long-term success.
Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including...
Moving to direct plans need not cost you rebalancing support. Ashutosh Gupta explains how tracking your full asset mix, not just funds, guides when to trim equity.
Value Research still says avoid new and sectoral funds. But if you already hold them, Fund Advisor now gives a proportion-based call instead of a flat no.
Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.
Pontera is offering a non-discretionary held-away asset view for advisors, which the firm said is not a direct response to Fidelity blocking client credentials.
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
Hedge Fund PR in 2026 demands building allocator trust through earned media and AI engines. Learn how to structure public communications and leverage GEO to ens
Investment news for financial advisors on the AI boom, executive shuffles at top asset managers, active ETFs, NAV lending, BDC redemptions and more.
Fund research firm Infundly has appointed Ben Yearsley and Gavin Haynes to its newly formed advisory board.
Wealth management professional brings financial experience to committee role supporting oversight and stewardship of Blessed Sacrament's financial matters. The post Devin J. Garofa...
XA Investments projects growth above 20% annually for 3(c)(7) funds and operating companies.
Needing money does not always mean selling. If you must, which fund you sell first decides your tax bill and your balance. A calmer way to choose what goes.
Apex Trader Funding uses a one-step evaluation: hit a fixed profit target without breaching a trailing drawdown, then pay a one-time activation fee to go live. As of September 2026...
Vestmark's Rob Battista on how custom models can reflect advisor preferences, support multi-manager open architecture, and incorporate multiple vehicles within a UMA.
Our Arta Finance review covers investments, fees, cash management, and advisory services to help accredited investors decide if it fits. The post Arta Finance Review: Digital Famil...
By all means, use a financial advisor if you want to. But don’t assume that you have to, or that you will make more money by doing so. You are perfectly capable of managing you...
Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are am...
Advisors are also relying more on models when constructing model portfolios.
By operating under an established nonprofit’s tax-exempt umbrella, charitable initiatives can accelerate fundraising, reduce administrative hurdles and focus on advancing their mis...
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