Alexey Sokolin founded NestEgg, an early robo advisor and digital wealth management platform, in 2010 along with fellow graduates of Columbia’s business school, then sold the platform to Vanare where he is now chief operating officer and...
There is an evolution under way in socially responsible investing. It no longer means just screening out certain securities from portfolios according to ethical considerations (no sin stocks!), but investing with an eye toward hastening the great...
In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations...
Throughout the year, WealthManagement.com releases rankings of wirehouse and independent advisors, as well as develops ratings of the firms themselves. And unlike some competitors, we are as transparent as possible about our...
Moving into the high-net-worth space is not the easiest way for a mass-affluent advisor to grow.
Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett...
The start of the New Year provides opportunities for clients to save money, including finding money for college, cutting health care expenses and putting more away for retirement.
Headline numbers will not tell you what you need to know.