Diana Britton
Managing Editor at Wealth Management
Managing Editor, https://t.co/v0JKpuma0Z Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Articles
-
1 week ago |
wealthmanagement.com | Diana Britton
Focus Partners Wealth, formerly The Colony Group and Buckingham Strategic Wealth, announces its first acquisition since the rebranding, adding Churchill Management Group. RIA aggregator Focus Financial Partners announced plans for hub firm Focus Partners Wealth to acquire Churchill Management Group, a Los Angeles-based registered investment advisor with $9.4 billion in client assets.
-
1 week ago |
wealthmanagement.com | Diana Britton
The new feature, available to RIAs initially, allows GSAM to “look through” to ETF underlying holdings to understand the risk/tax tradeoff. Goldman Sachs Asset Management has introduced a new feature on its Goldman Sachs Tax-Advantaged Core Strategies that allows the asset manager to “look through” to ETF underlying holdings and actively monitor the risk/tax tradeoff of those holdings. The feature is initially available to the registered investment advisor channel.
-
1 week ago |
wealthmanagement.com | Diana Britton
In 2022, the Department of Labor issued a compliance release discouraging the use of cryptocurrencies in 401(k) retirement plans. Today, the DOL’s Employee Benefits Security Administration rescinded that order, paving the way for plan fiduciaries to include cryptocurrencies in 401(k)s. The original guidance told plan fiduciaries to use “extreme care” before adding cryptocurrencies to investment menus.
-
1 week ago |
wealthmanagement.com | Diana Britton
Ashton Thomas Private Wealth, a registered investment advisor acquired by Arax Investment Partners in 2023, has recruited a San Francisco-based team of advisors from SVB Private, a division of First Citizens Bank. Advisors Lance Millar and Stewart Preziose will create the Speritas Private Wealth Team, with about $900 million in assets under management. Millar will be a partner, managing director and private wealth advisor, while Preziose will serve as wealth advisor.
-
1 week ago |
wealthmanagement.com | Diana Britton
Ritholtz Wealth Management, the registered investment advisor with more than $5 billion in client assets, has moved its Chicago office to The Salt Shed, a multi-purpose creative hub in the city’s Salt District, which will serve as a second headquarters. In 2018, the Chicago team, which includes advisors Jonathan Novy and Brian Rosen, Vice President Anna Chaiken and Director of Client Services Colleen Parker, became the first group in a physical office to join Ritholtz, outside of New York.
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →Coverage map
X (formerly Twitter)
- Followers
- 6K
- Tweets
- 2K
- DMs Open
- Yes
The amazing @tinacpowell goes from chemo treatments to leading a rockstar panel on niche advice #msum24 https://t.co/QyWdkp2dwF
John O’Connell @theoasisgrp “Think of AI as an Ivy League intern. You have to learn how to work with it.” #MSUM24
.@DevonDFD: “the next gen of CRM will be multi-modal, doing videos, taking notes. And that will live in a place where it’s fully sanctioned.” #MSUM24 https://t.co/wvGAolMNFG