Michael Madden

A Sunny Outlook On Real Estate Trends

Expert Explains Why Current Trends Support Ground-Up, Multifamily Properties In Certain Sun Belt Areas And How Advisors Should Approach Clients’ Real Estate Investments

By Michael Madden

/ 11 Apr 2023

Serving And Educating Athlete Clients

Financial Literacy Month: Manhattan West’s Justin McCurdy Discusses Educating Athlete Clients According To Their Unique Needs

By Michael Madden

/ 4 Apr 2023

Alts Strategy In The Shadow Of Silicon Valley Bank

Crescent Grove Co-CIO Discusses The Effects Of The Banking Crisis On Fed Policy, Inflation And Markets, And How Advisors Can Hone Alts Strategies

By Michael Madden

/ 28 Mar 2023

Alts Strategy In The Shadow Of Silicon Valley Bank

GeoWealth Acquisition Aims To Enhance Service Offerings

TAMP Acquires Portfolio Management Service With Plan To Combine Technology With Full-Service Approach For Over $21 Billion In Combined Platform Assets

By Michael Madden

/ 23 Mar 2023

GeoWealth Acquisition Aims To Enhance Service Offerings

T3 Conference Preview: Largest Issues Facing Wealthtech Today

Executives From White Glove, Choreo, Advyzon, Kwanti And CogniCor Discuss The Largest Issues In Wealthtech Today

By Michael Madden

/ 9 Mar 2023

T3 Conference Preview: Largest Issues Facing Wealthtech Today

Black CEO Of The Year Shares On Inspiration And Diversity

Pathfinder Award Winner Kim Crawford Goodman, CEO Of Smarsh, Discusses Goals And Values, Improving The Industry And Career Advice

By Michael Madden

/ 28 Feb 2023

Black CEO Of The Year Shares On Inspiration And Diversity

RIA M&A Activity On A Downward Slide

DeVoe Issues Alert On Number Of Deals Dropping In First Quarter To Date, With Analysis, But Notes Transaction Size Grew

By Michael Madden

/ 27 Feb 2023

Communicate With Clients Or Lose Them

YCharts Survey On Client Communication Reveals High Client Attrition Rates Since 2020 And That Clients Want And Benefit From Frequent Communication

By Michael Madden

/ 21 Feb 2023

How Should Custodians Evolve In 2023?

How Custodians Can Develop To Better Serve Advisors And Clients, And Why Change Happens So Slowly In The Custodian Space

By Michael Madden

/ 6 Feb 2023

The Heart Of The Deal: DeVoe And Allworth Survey Emotions Of RIA Sellers

Firms Issue White Paper Exploring Emotional Considerations Of RIA Sellers, Reveals Owners Not Only Motivated For Selves, But Strongly Concerned For Clients And Staff

By Michael Madden

/ 3 Feb 2023

The Heart Of The Deal: DeVoe And Allworth Survey Emotions Of RIA Sellers

SageView Hires Veteran Consultant To Lead New Educational Platform

Retirement Plan Advisory Firm Onboards Strategic Development Consultant To Lead Platform Designed To Educate And Provide One-On-One Consultation And Coaching

By Michael Madden

/ 27 Jan 2023

SageView Hires Veteran Consultant To Lead New Educational Platform

Did RIA M&A Just Peak?

DeVoe Q4 Report Shows Ninth Consecutive Record Year, But Weakness In Fourth Quarter

By Michael Madden

/ 26 Jan 2023

Just one quick step