Clicky

Citywire RIA

Citywire RIA We publish our own news, analysis and insights that helps professional investors such as RIAs, finan

Six RIAs recognized in Citywire’s ‘50 Growers Across America’ report have done deals in the past 12 months.Read the deta...
04/23/2022

Six RIAs recognized in Citywire’s ‘50 Growers Across America’ report have done deals in the past 12 months.

Read the details: http://ow.ly/byho50IQ8UG

Summit Investment Advisory Services The Mather Group Keystone Wealth Partners Apella Capital Bay Point Wealth Mosaic Family Wealth

Charles Schwab has revealed that it is integrating its Schwab Advisor Services technology platform with Salesforce Finan...
04/23/2022
Schwab reveals new custody tech integration with Salesforce

Charles Schwab has revealed that it is integrating its Schwab Advisor Services technology platform with Salesforce Financial Services Cloud.

Full story: http://ow.ly/bRlC50IQblL

#advisors #financialservices #wealthmanagement #financialadvisors #RIA #RIAs #CRM #fintech

The biggest custodian in the RIA industry is deepening its ties to the CRM software developer.

Six RIAs recognized in Citywire’s ‘50 Growers Across America’ report have done deals in the past 12 months.- Andrew Foer...
04/22/2022

Six RIAs recognized in Citywire’s ‘50 Growers Across America’ report have done deals in the past 12 months.

- Andrew Foerch writes: http://ow.ly/byho50IQ8UG

Summit Investment Advisory Services The Mather Group Keystone Wealth Partners Apella Capital Bay Point Wealth Mosaic Family Wealth

Charles Schwab has revealed that it is integrating its Schwab Advisor Services technology platform with Salesforce Finan...
04/22/2022
Schwab reveals new custody tech integration with Salesforce

Charles Schwab has revealed that it is integrating its Schwab Advisor Services technology platform with Salesforce Financial Services Cloud.

Read the details: http://ow.ly/bRlC50IQblL

#advisors #financialservices #wealthmanagement #financialadvisors #RIA #RIAs #CRM #fintech

The biggest custodian in the RIA industry is deepening its ties to the CRM software developer.

Charles Schwab has revealed that it is integrating its Schwab Advisor Services technology platform with Salesforce Finan...
04/22/2022
Schwab reveals new custody tech integration with Salesforce

Charles Schwab has revealed that it is integrating its Schwab Advisor Services technology platform with Salesforce Financial Services Cloud.

- Ian Wenik has more: http://ow.ly/bRlC50IQblL

#advisors #financialservices #wealthmanagement #financialadvisors #RIA #RIAs #CRM #fintech

The biggest custodian in the RIA industry is deepening its ties to the CRM software developer.

Six RIAs recognized in Citywire’s ‘50 Growers Across America’ report have done deals in the past 12 months.- Andrew Foer...
04/22/2022

Six RIAs recognized in Citywire’s ‘50 Growers Across America’ report have done deals in the past 12 months.

- Andrew Foerch has more: http://ow.ly/byho50IQ8UG

Summit Investment Advisory Services The Mather Group Keystone Wealth Partners Apella Capital Bay Point Wealth Mosaic Family Wealth

#ESG was once niche. Not anymore. But as the style of investing takes center stage, so has it attracted increased scruti...
04/22/2022

#ESG was once niche. Not anymore. But as the style of investing takes center stage, so has it attracted increased scrutiny and criticism. Our special report takes a deep dive into how ratings are made, what engagement really means, and where flows are going.

Read it online: https://citywireusa.com/registered-investment-advisor/magazines/ria-issue-45?utm_source=RIA&utm_medium=facebook&utm_campaign=RIA-digizine&utm_content=issue-45#cw-esg-takes-center-stage

#SRI #financialservices #wealthmanagement #assetmanagement #fundmanagement #sociallyresponsibleinvesting

‘When you get into a situation that is not heavily regulated, there is always an opportunity for predatory behavior,’ he...
04/22/2022

‘When you get into a situation that is not heavily regulated, there is always an opportunity for predatory behavior,’ he said. ‘You look at a lot of these student athletes who are not fortunate enough to come from a background where financial literacy or budgeting or taxes were a topic of discussion, so they’re left in a really vulnerable place.’

- Matt Brockhurst, Beacon Pointe

Read the full story: http://ow.ly/MEeO50IOc8M

‘These are firms where their revenues are typically driven by their assets. And if there’s a growing confidence or conse...
04/22/2022
RIA dealmaking is slowing down, DeVoe report shows

‘These are firms where their revenues are typically driven by their assets. And if there’s a growing confidence or consensus that the stock market is going to be down for an extended period of time, that’s going to affect the valuation they get,’ David DeVoe said.

Read:

Despite the slowdown, RIAs still pulled off 67 transactions, a record for a first quarter.

04/22/2022

Queens Park Rangers manager Mark Warburton explains why he gave up a lucrative career in the City to pursue his dream of being a football coach. We also talk footballers and investments. Trigger warning: NFTs, property, and tax schemes may be mentioned!

🎧 https://open.spotify.com/episode/7Euh3jKu6yIrhuXsPuTZsa

#CitywirePodcast #makebetterinvestments #financialnews #assetmanagement #fundmanagement #wealthmanagement #financialservices

A “most-in-one” offering ➜ Find out why Orion Advisor Tech is buying Redtail Technology. Read: http://ow.ly/9JN550IO7m6#...
04/21/2022

A “most-in-one” offering ➜ Find out why Orion Advisor Tech is buying Redtail Technology.

Read: http://ow.ly/9JN550IO7m6

#advisors #financialservices #wealthmanagement #financialadvisors #RIA #RIAs #fintech #wealthtech

Matt Bockhorst's story is a powerful one. After a devastating knee injury sidelined his NFL dream, Matt joined Beacon Po...
04/20/2022
How this young advisor is helping college athletes cash in

Matt Bockhorst's story is a powerful one. After a devastating knee injury sidelined his NFL dream, Matt joined Beacon Pointe in January as an advisor. Now, he helps other college athletes manage their name, image and likeness-related earnings.

- Andrew Foerch writes: http://ow.ly/QvlR50IOblG

Beacon Pointe's Matt Bockhorst (pictured), himself a former college athlete, is earning referrals from a new business that capitalizes on the NCAA's changing name, image and likeness regulations.

IN TWO HOURS ➜ Hear from five asset class experts to help you find the right international equities allocation approach ...
04/20/2022

IN TWO HOURS ➜ Hear from five asset class experts to help you find the right international equities allocation approach - Wednesday, April 20th at 11:00am ET.

💥 REGISTER: https://citywire.zoom.us/webinar/register/WN_g4K4AOxhQtqfHKEHG3NIbg

🎤 Moderated by Johnny Suarez, Director, Manager Research - Raymond James

Panellists:
➜ Christian McCormick, CFA, Global Head of Systematic Equity and Senior Product Specialist for Allianz Global Investors, representing Nationwide
➜ Bristow, James, CFA, Managing Director and Portfolio Manager, BlackRock Fundamental Equities
➜ David Souccar, Portfolio Manager, Sr. Research Analyst, Vontobel Quality Growth Boutique
➜ Stephen Corr, Client Service Director, Baillie Gifford & Co

#CitywireDueDiligence #assetmanagement #fundmanagement #financialservices #wealthmanagement #equities #internationalequities

#ESG has become a hot topic among investors and therefore finding ways to provide these investments, select them, and re...
04/20/2022

#ESG has become a hot topic among investors and therefore finding ways to provide these investments, select them, and report them, is now a hot topic as well.

We cover these topics, and more, in our ESG Special Report - read it online:

http://ow.ly/LTVL50IMZN7

TOMORROW ➜ Hear from five asset class experts to help you find the right international equities allocation approach - We...
04/20/2022

TOMORROW ➜ Hear from five asset class experts to help you find the right international equities allocation approach - Wednesday, April 20th at 11:00am ET.

💥 REGISTER: https://citywire.zoom.us/webinar/register/WN_g4K4AOxhQtqfHKEHG3NIbg

🎤 Moderated by Johnny Suarez, Director, Manager Research - Raymond James

Panellists:
➜ Christian McCormick, CFA, Global Head of Systematic Equity and Senior Product Specialist for Allianz Global Investors, representing Nationwide
➜ Bristow, James, CFA, Managing Director and Portfolio Manager, BlackRock Fundamental Equities
➜ David Souccar, Portfolio Manager, Sr. Research Analyst, Vontobel Quality Growth Boutique
➜ Stephen Corr, Client Service Director, Baillie Gifford & Co

#CitywireDueDiligence #assetmanagement #fundmanagement #financialservices #wealthmanagement #equities #internationalequities

Address

New York, NY
10018

Alerts

Be the first to know and let us send you an email when Citywire RIA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Nearby media companies


Other Media/News Companies in New York

Show All