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Principal to shut down RobustWealth's advisor-facing technology financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
Keebeck Wealth Management brings Halo's structured products to clients; Putnam's first active ETFs go live; and CoinShares takes a stake in Viridi Funds. ....
Why this asset manager wants to send you cereal Potomac delivers 30 boxes of branded cereal as part of the firm s “eyes on brand” marketing strategy, according to president and CIO Manish Khatta. May 24, 2021 6 MINS Remember being a kid heading to the breakfast table to have a fresh bowl of cereal only to find yourselves a little bored, so you start reading the cereal box? Now, imagine doing that same thing, as an adult, but the cereal box has fact sheets and investment strategies. With Potomac Fund Management’s latest marketing campaign: a cereal called Bull Bear by Potomac, the asset manager is bringing feelings of nostalgia to the financial advisory community, while strategically implanting the firm’s strategy fit for the modern age. ....
Goldman’s Brand Could Be Its Biggest Benefit or Achilles’ Heel in Attracting RIAs Goldman Sachs has been quietly building RIA custodial services behind the scenes, with big-name hires and plenty of resources; but can it overcome its Wall Street heritage to appeal to independent advisors? Last May, Goldman Sachs announced its acquisition of Folio Financial’s clearing and custody technology, and since then the Wall Street firm has been quietly building out a custody offering for registered investment advisors, poaching top executives from some of the largest RIA custodians in the country. And while Goldman has made no formal announcement around its RIA custodial service, industry observers say it s a smart strategy; there’s room for Goldman and other smaller custodians to pick up market share from some of the larger, rapidly consolidating players; for instance, some advisors have complained of subpar service levels at Schwab in the midst of its integra ....
SEI acquires Oranj | Financial Planning financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.