3+ week, 2+ day ago   (616+ words) Morgan Stanley Wealth Management has halted its relationship with Forbes and Shook Research’s advisor rankings following a report of an undisclosed $6 million payment between R.J. Shook and Forbes’ former top editor. “After careful consideration, we have decided that Morgan Stanley…...

3+ week, 3+ day ago   (665+ words) In the following conversation, Paul delves into the reasons he and his team made the move, what has surprised him most about Cresset, and how a true multi-family office platform can create meaningful, lasting advantages for clients. Paul, when you…...

3+ week, 3+ day ago   (526+ words) Edward Jones & Co. is piloting a program called Edward Jones Digital Managed Solutions, a mostly automated investment platform that offers users some assistance from remote advisors. The program marks the St. Louis-based brokerage’s latest move to modernize its 100-year-old model....

3+ week, 4+ day ago   (253+ words) Kestra Financial, an independent broker-dealer and RIA based in Austin, Texas, has hired a BlackRock sales executive to be head of wealth management, according to an announcement on Wednesday. Kelly Apple joined Kestra on July 9, according to registration records. She…...

3+ week, 4+ day ago   (205+ words) Wealth Enhancement, a Minneapolis-based RIA with around $160 billion in client assets, has acquired a firm in Washington state with one advisor managing $644 million in assets. Michael G. Weinand had founded the RIA, Weinand Financial, in 2023 in Lacey, Washington, after leaving LPL…...

3+ week, 5+ day ago   (186+ words) Financial advisors need to understand the perils and pitfalls that can accompany a poorly run bill pay system and put themselves in a position to solve those issues before they become real problems. Understanding family office expense management can help…...