The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.
Sound Investments: 18 rock songs about money and wealth
Whether they call it “dough,” “gold” or “funny paper,” rock stars have been singing about money since the 1950s. Here’s a playlist of wealth-related hits.
Weekend Reading For Financial Planners (September 9-10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately […]
Apartment rents are on the verge of declining due to massive new supply
A year ago, rents were posting 11% annual growth. Now they look like they’re about to go negative year over year.
Editor’s Comment: A dangerous crypto game for FCA
I’m not a fan of crypto investing. It’s possibly one of the nastiest and least useful new investment sectors of the last 10 years, if you can call it an investment sector. Yes I know a few people have made a few quid – mostly through getting some very risky bets right – but most […]
FCA confirms ‘tough’ new crypto regime from October
The FCA is to press ahead with tough new rules on cryptoasset product marketing from 8 October but will soften some of its deadlines. The new rules are designed to make the marketing of cryptoasset products “clearer and more accurate,” the FCA said. The rules will ban incentives such as ‘refer a friend’ bonuses […]
Former Wells Fargo Advisors head Jim Hays joins BridgeFT
The 35-year-industry veteran is stepping out of retirement and into a new role for the cloud-native wealthtech
Meet the 2023 Best Midsized and Large Firms to Work For – Accounting Today
Meet the 2023 Best Midsized and Large Firms to Work For Accounting Today
Kitces & Carl Ep 120: Is It Really Harder To Scale A Small RIA Today Or Are Firms Just Navigating The Growth Treadmill
A recent McKinsey report surveying growth in the wealth management industry predicted that the struggles of small RIA firms would increase as larger firms continue to grow and overshadow the industry… again. Although the messaging that smaller RIAs must scale to survive has been offered many times before over the past few decades, many smaller […]
A solution to wildfire crisis? Addressing environmental, economic challenges through IoT innovation
As the world grapples with a cascade of environmental challenges, wildfires have emerged as one of the most significant threats to our economies and the planet, says Carsten Brinkschulte, CEO and co-founder, Dryad Networks. Over the course of the past year, we have faced a sobering reality as wildfires of unprecedented magnitude have spread across […]