The cost of those clients’ postponements and dodging can be high, according to Featherngill, other financial advisors, and trust and estates lawyers.
Families are facing many challenges as they begin to adopt an Enterprise mindset, and this can include concerns around family unity, monitoring and managing new opportunities and risk, leadership transitions, and enterprise governance.
The future of retail environmental, social, and governance investing will be driven by wealth management firms predicts Cerulli Associates.
Have your lawyer, investment professional and accountant in on your plans, talking to each other, and most important, conflict-free
"This new partnership with Raymond James will allow BCU Wealth Management to offer our clients comprehensive, market-leading, wealth management solutions."
The trust and estate specialists work in conjunction with the other advisors, says Lisa Featherngill, head of Abbot Downing’s Legacy and Wealth Planning unit.
“Our mission is to unlock access to high-quality financial advice for the mass affluent individuals and families that are often underserved or overlooked by the traditional wealth management industry,” said Facet Wealth CEO Anders Jones, in a
This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.
As part of the Live Oak family of companies, Live Oak Private Wealth leverages technology, innovation and a state-of-the-art client experience to give this generation and the next tailored solutions to support and advance their objectives.
The person who oversaw those operations, Charles Cornett, left Wells Fargo a year ago and currently serves as the director of business development for BNY Mellon’s Pershing Advisor Solutions, ThinkAdvisor writes.