Bernstein Private Wealth Management has appointed Gregory Kadet and Cecily Bolding as managing directors in its private wealth offices located in the Rocky Mountains and Dallas, Texas, US. Both Kadet and Bolding will oversee teams of wealth advisors dedicated to serving high-net-worth and ultrahigh-net-worth clients, reporting directly to Adam Sansiveri, regional senior managing director at Bernstein. Gregory Kadet, based in Denver, has more than 30 years of experience in wealth management. Before joini ...

“Did the wealth-management company have a fiduciary responsibility to notify me prior to the sale?” (Photo subject is a model.) - Getty Images Dear Quentin, My now ex-husband sold most of his remaining IRA without my knowledge or approval prior to our divorce. Is it legal for one member of a married couple to authorize the sale of an IRA in a joint-managed account without the other member being notified or giving approval for its sale in the state of Michigan? Did the wealth-management company have a fi ...

智通财经APP获悉，香港财经事务及库务局副局长陈浩濂出席"亚洲银行业高峰会"时表示，截至上月 底，香港新资本投资者入境计划录得超过1900宗申请。若所有申请获批，预计将为香港带来约580亿港 元资金，形容计划受到欢迎。 陈浩濂亦指，香港金融业过去一年取得显著成就，财富管理业务总规模达4.5万亿美元，同比增长13%; 银行存款总量增长超过7%;保险业新单保费增长20%，债券市场连续第二年位居亚洲国际债券发行首 位，金融业展现强劲的综合竞争力。 陈浩濂提及，目前香港财富管理业务资产管理规模，超过一半来自本地及内地以外地区。并认为香港作 为非常自由的经济体，可投资范围覆盖本地及海外，希望可以成为金融服务及资产管理中心。 ...

Bolding is a seasoned professional with two decades of experience in wealth management. Before joining Bernstein, she held the position of Managing Director at Northern Trust responsible for its Dallas market. During her tenure there, she also served as a Wealth Advisor, providing advice on multi-generational wealth strategies to high-net-worth families. Prior to that, Bolding worked in the nonprofit sector in Dallas, where she engaged with high-net-worth donors, establishing boards for local nonprofits suc ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. AssetMark Hires Alyson Tucci as SVP, Corporate Strategy and Development Wealth management platform AssetMark has hired Alyson Tucci from a director position at Alvarez & Marsal as senior vice president of its corporate strategy and corporate development group. Tucci, who also hosts a Barron’s Advisor podcast on next-generation talent, will report to Chairman and Group CEO Lou Maiuri and be based ...

James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...

公司合作与产品接入 - Betterment Advisor Solutions与Vanilla建立合作伙伴关系 为独立RIA提供Vanilla遗产规划平台的特别访问权限 [1] - 平台顾问可免费使用Vanilla的Estate Health Check功能 该功能调查客户当前遗产状况包括人寿保险 净资产和已有规划 [2] - 顾问还可获取该公司文件包中的有限数量文档 [2] 平台功能与业务价值 - 该合作使顾问能够与客户就遗产计划开展初步对话 同时可作为潜在客户开发工具 [3] - 遗产规划被视为客户财务生活的核心 财富管理公司需重视该领域服务 [4] - 合作旨在通过遗产规划服务帮助顾问建立更强大 更持久的客户关系 [4] 公司背景与发展历程 - Vanilla于2019年由资深顾问Steve Lockshin创立 旨在简化和自动化遗产规划流程 [4] - 公司初始融资来自Venrock和Insight Partners等投资机构 [4] - 投资者包括Vanguard前首席执行官F William McNabb III NBA传奇兼商人Michael Jordan以及Altruist创始人兼首席执行官Jason Wenk [4]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. While many an independent RIA could be forgiven for thinking SigFig had ceased to exist, the reality is that the firm has continued to create digital wealth management tools and technology for financial institutions and their advisors. This week, the company announced it is rebranding to Tandems and will launch what co-founder and CEO Mike Sha and the company are referring to as an AI-n ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. If you look at the top 100 technology vendors in the wealth management industry, most are selling their products based on cost efficiency and time savings. But advisory firms that are buying tech for those reasons are 40% less productive than others, according to a new report by Kitces.com. Michael Kitces, chief financial planning nerd at Kitces.com, said cost and time efficiency benefits only sh ...

公司背景 - James Picerno担任财富管理机构The Milwaukee Co分析总监 该公司为全球资产配置ETF产品The Brinsmere Funds提供投资顾问服务 [1] - 该分析师曾任职彭博社和道琼斯担任金融记者 并著有《Quantitative Investment Portfolio Analytics In R》等三部专业著作 [1] 业务领域 - 公司专注于全球资产配置ETF管理 通过Brinsmere Funds系列产品提供投资组合解决方案 [1] - 分析师同时运营CapitalSpectator.com金融研究平台 编辑美国商业周期研究报告 [1]