Current Wealth News

401(k) Real Talk Episode 78: September 27, 2023

Wealth Management Sep 27, 2023 | 13:12 pm

Open, honest and candid discussions about the latest news in the RPA industry.

Wealthspire to Make Largest Acquisition in Firm History

Wealth Management Sep 27, 2023 | 13:09 pm

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

As Family Offices Become More Sophisticated, So Do Their Compensation Plans

Wealth Management Sep 27, 2023 | 12:11 pm

Family offices are relying more on salary increases and incentive compensation to compete for talent, according to a new survey by Morgan Stanley’s Single Family Office Advisory group.

SEC Charges AssetMark for Failing to Disclose Cash Sweep Conflicts

Wealth Management Sep 26, 2023 | 20:57 pm

The TAMP also did not disclose conflicts related to custodial support payments; AssetMark will pay $18 million to settle the charges.

12 Must Reads for Real Estate Investors (Sept. 27, 2023)

Wealth Management Sep 26, 2023 | 20:07 pm

The total value of global real estate—residential, commercial and agricultural—reached $379.7 trillion in 2022, according to Savills. Bloomberg reported on billionaires betting on the U.S. multifamily sector. These are among the midweek must reads from the real estate investment world.

Market Update and Using Relative Strength To Identify Leadership

Wealth Management Sep 26, 2023 | 19:31 pm

Wednesday, October 18, 2023 | 2:00 PM ET

Former Brinker CEO Noreen Beaman Joins Commonwealth Board

Wealth Management Sep 26, 2023 | 18:56 pm

Beaman enters the next chapter of her career, which includes a place on Commonwealth’s advisory board and a new executive coaching and consulting business.

New CFO Signals No Near-Term Sale For Envestnet

Wealth Management Sep 26, 2023 | 18:35 pm

Former iShares managing director Josh Warren to replace long-tenured Pete D’Arrigo as finance chief at Envestnet.