Finance News
Former Thrivent Wealth Exec Joins RIA 49 Financial
Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.
By NB
Jan 30, 2024
Elements Offers Free Service to Start-Up Firms
Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.
By NB
Jan 30, 2024
Focus Financial Adds Two Partner Firm Execs to Senior Leadership
Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.
By NB
Jan 30, 2024
Asset Managers Launch Infrastructure Funds for the Wealth Channel
Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.
By NB
Jan 30, 2024