Dani Fava emerged this week as the latest example of fallout from Schwab’s pending $26 billion acquisition of TD Ameritrade. She explains her rationale for joining Envestnet to take on new challenges.
Bruce explains how the math doesn’t add up at GPB Capital, where the latest public filings point to a $200 million gap at this alternative investments operation.
The conundrum of why zero-fee funds don’t always fly off the shelf has the asset management industry scrambling to find the sweet spot when it comes to expense ratios. Spoiler alert, brand names matter.
Securities America’s quest for scale through acquisitions is leaving a lot of reps waiting on hold as the near-constant state of consolidation creates headaches and technology glitches that might not have been anticipated.
And in the popular Open Notebook segment, Jeff and Bruce ponder how far is too far when it comes to leaning on a global pandemic as an excuse for lousy service.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
