Added on March 2017 in Form an RIA
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Summary: An ex-Merrill Lynch adviser opened a new RIA under Dynasty Financial Partners in the fifth new firm launched through Dynasty’s outsourcing platform this year.Avestar Capital will focus, in part, on cross-border wealth planning, particularly clients with inheritances or investments in both the U.S. and India.
Added on March 2017 in Form an RIA
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Summary: For financial advisors, acting prudently means more than just following rules, Joe Bert writes in Kiplinger. Advisors should aim for a higher level of care for their clients by being guided by principles.
Added on March 2017 in Form an RIA
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Summary: There are many decisions that breakaway brokers need to make when setting up their own firm, among them its business structure, which will have tax implications.
Added on March 2017 in Form an RIA
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Summary: Rep. Tom Graves, R-Ga., introduced a bill as a discussion draft that would allow a victim of a cyberattack to access the attacker’s computer in order to gather information about the attack to share with law enforcement or to stop the hacker from continuing to access their network.
Added on March 2017 in Form an RIA
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Summary: Meeting objectives requires a family office to hold and transact business involving highly sensitive information about family members, their finances and their venture partners. The same technology on family offices and their clients depend on to communicate instantly and globally makes them compelling targets of criminals worldwide. Protecting client families from financial loss and harm requires family offices to be hands-on about matters their clients may have never taken into account.
