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WSJ Wealth Adviser Briefing: Bank Application Boost, Emerging Market Rebound, Vacation Gift Ideas

WSJ Wealth Adviser Briefing: Bank Application Boost, Emerging Market Rebound, Vacation Gift Ideas

Talk about an acquisition spree. It wasn’t quite a year ago that Canadian wealth and asset manager CI Financial launched a U.S. expansion by striking a deal to purchase its first RIA firm, Surevest of Phoenix. Now that’s it’s buying RGT Wealth Advisors, a Dallas-based RIA with about $4.7 billion in assets under advisement, CI […]

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WSJ Wealth Adviser Briefing: Berkshire Buybacks, Tyson Virus Battle, Preparing for Thanksgiving

WSJ Wealth Adviser Briefing: Berkshire Buybacks, Tyson Virus Battle, Preparing for Thanksgiving

Jack Petersen has three roles at Summit Trail Advisors, and two of them are working out splendidly. As an adviser to the ultrahigh-net-worth set, Petersen is successfully helping his clients navigate 2020’s turbulence. As the firm’s managing partner, he’s got the business running smoothly in the midst of a pandemic. But as Summit Trail’s M&A […]

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WSJ Wealth Adviser Briefing: Love and Money, Teens and Family Spending Moves, Rental ‘Nesting Fever’

WSJ Wealth Adviser Briefing: Love and Money, Teens and Family Spending Moves, Rental ‘Nesting Fever’

The head of $3 billion-asset Kuttin Wealth Management explains the rationale behind a decision that ramped up the independent firm’s growth. He also tells why the account minimum is still $250,000, and he describes what he learned when an important center-of-influence relationship fell apart. Below, some of the best analysis and insight from WSJ writers […]

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WSJ Wealth Adviser Briefing: Mortgages, Social Causes, Did America Tax Your Favorite Bordeaux?

WSJ Wealth Adviser Briefing: Mortgages, Social Causes, Did America Tax Your Favorite Bordeaux?

Fund managers haven’t been this optimistic on the economy and corporate profits in almost two decades, and they are buying a lot of stocks, according to the latest Bank of America survey of 216 managers with $573 billion assets. As cautious and skeptical as a contrarian investor should be, that might not be a bad […]

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WSJ Wealth Adviser Briefing: Vaccine Trade, Tourism Investors, Vacation Home Buying

WSJ Wealth Adviser Briefing: Vaccine Trade, Tourism Investors, Vacation Home Buying

The advisory business has become increasingly commoditized and competition has blurred the lines between firms. Firms and brands are less delineated, diminishing loyalties. This dynamic, disruptive environment has made client acquisition and business hyperchallenging. Which prompts two questions: What is the alpha your clients get by working specifically with you? And what is the excess […]

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WSJ Wealth Adviser Briefing: UK Stocks Shunned, Demand for Goods, Covid-Winter Backyards

WSJ Wealth Adviser Briefing: UK Stocks Shunned, Demand for Goods, Covid-Winter Backyards

Merchant Investment Management, which is pursuing a strategy of taking minority, noncontrolling stakes in RIAs, has announced another deal, this time with Baldwin Brothers of Marion-Mass. Baldwin Brothers, which was founded in 1974 and manages about $1.2 billion in assets, provides comprehensive wealth management with a focus on ESG (environmental, social, and governance) investing. Below, […]

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