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Australian fintech firm makes U S launch with family-focused platform

Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.

United statesGavin spitznerBlake woodSantiago burridgeBest lifeWealth consulting partnersWealth managementPractice and client management

Lumiant Enters U S Market with Values-Based Financial Life Advice Platform

CHICAGO (BUSINESS WIRE) May 17, 2022

United statesMonte carloGavin spitznerBlake woodChris dadejUniversity of kansasLumiant coSantiago burridgeChief technologyChief productFintech globalWealth consulting partnersSenior vice presidentBest lifeBusiness wire

RIAs Predict the Failure of Private Equity Ownership

'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Procyon CEO Phil Fiore.

Morgan stanleyJason fertittaGavin spitznerBriand baumPhil fioreUniversity of oregonDynasty financial partnersInterchange capital partnersMerrill lynchAmericana partnersWall streetWealth consulting partners

Dynasty IPO seen as more permanent solution for access to capital

Firm may be less nimble, CEO Penney more transparent after shares float, analysts say.

New yorkUnited statesNew jerseySankt peterburgLarry rothGavin spitznerShirl penneyHarvey golubDynasty financial partnersNew york city basedWealth consulting partnersBasking ridgeLou diamondDiamond consultantsFocus financialIndustry news

TD Bank launches new robo | Financial Planning

Is the bank late to the automated investing party, or trying to bring some investors bank home?

Gavin spitznerDavid goldstoneDominion bankTd ameritradeTd bankCharles schwabInvesting plusAutomated investingWealth consulting partnersToronto dominion bankEssential portfoliosBackend benchmarkingRobo advisors

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