The head of private fixed income at SLC Management is to retire at the end of the year and will be succeeded by two co-heads. Sam Tillighast has been with the firm for five years and has led the PFI team’s successful doubling of new investments in that time. His...
Hybrid RIA and broker-dealer firm Snowden Lane Partners has added a former duo from UBS to its New York office. The $200 million team includes Benny Torres Sanchez who will serve as senior partner and managing director and Claudia P. Carmona who will serve as vice president and senior registered...
Advisors seeking access to digital assets via a regulated platform offering crypto SMAs now have a new option. A strategic partnership between Eaglebrook Advisors, Inc., one of the largest SEC registered crypto separately managed account platforms, and institutional crypto platform Anchorage Digital has been announced. It offers access for advisors to...
Savvy Advisors has added two new principal wealth managers to its growing network of advisors attracted by its technology platform. Erich Yost, CFA, was previously a portfolio manager as part of a team managing $2.5 billion of assets for ultra-high-net-worth clients at Veritable and has 12 years of experience in...
Millions of people are facing retirement without enough income to live comfortably and may struggle to address the issue. A proprietary model that looks at retirement readiness has been created by Vanguard for its inaugural retirement readiness report, in which it calculates rates of what it calls ‘sustainable replacement income’,...
If you’re a top-performing financial advisor on the East Coast, there’s a good chance Chris Shaw wants to talk to you. The industry veteran with three decades of experience has been hired by Sanctuary Wealth to spearhead recruitment of advisors across the region as its East Coast regional managing director,...
While the investing world has some famous names – Warren Buffett and Cathie Wood to name just two – there are also many celebrities who are seasoned investors. But which of the A-listers who are best known for their creative arts also appear to have mastered the art of investing? A...
Technology is playing an increasingly important role in wealth management and financial planning, and combined with a great human advisor it is a potent mix. But for financial planners there’s one area of technology that has mutual benefits for clients and planners, according to a new study from the Financial...
Goldman Sachs Asset Management and Canadian DB pension plan OMERS will jointly invest in private credit opportunities in Asia Pacific having established a new partnership. The separately managed account will be managed by the private credit Asia unit of Goldman Sachs with a dedicated team in the region, part of...
The wealthiest individuals and families in the U.S. are demanding more from their family offices, including more wealth and investment management, which is driving higher incentives for the best talent. The latest biannual compensation report from Morgan Stanley’s single family office advisory group reveals that 94% of staff in family...