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ThinkAdvisor

TechCenter Reporter

Mar 29, 2024

slideshow

10 Trends Shaping the Wealth Management Industry in 2024

By Michael S. Fischer

As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, Capgemini suggests. Read More

News

Bankman-Fried Sentenced to 25 Years in Prison Over FTX Collapse

By Bob Van Voris & Chris Dolmetsch

He faced as long as 110 years behind bars after being convicted last year of seven offenses, including fraud and conspiracy. Read More

Expert Opinion

The SEC Marketing Rule Sweep Has Begun

By Thomas D. Giachetti

Are you being too aggressive with your marketing efforts? Be careful. Read More

News

Peter Mallouk: Tech Rally Will Endure 'For the Rest of Your Life'

By Dinah Wisenberg Brin

But the Creative Planning CEO has a warning for investors about one popular stock. Read More

News

SEC Updates Rules for Robo-Advisors

By Melanie Waddell

The changes better reflect the digital marketplace in 2024, said Gary Gensler, the agency's chairman. Read More

Career Moves

Dani Fava Is Leaving Envestnet

By John Manganaro

She is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn. Read More

Save the Date

Submit a Nomination for Our New Awards Program

Each day, several hundred thousand advisors make a tremendous difference in their clients' lives in concert with a large group of industry players. But which individuals and firms are taking the most creative and the boldest steps to push the industry and clients’ best interests forward, while having the biggest impact? The ThinkAdvisor LUMINARIES Awards will answer this question by shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most. Learn More

Resources

Private Foundations VS Donor-Advised Funds

Sponsored by: Foundation Source

Download this white paper to learn about the differences between private foundations and DAFs and how to determine which is best for your high-net-worth clients. Learn More

WEBCAST DATE: April 16, 2024

Portfolio Masterclass, Part 3 of 3: Improve Portfolio Construction and Consulting Work

Join this complimentary webcast for the latest insights on portfolio construction. Learn More

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