Covisum's Elephant and the Snowball is the Best Whitepaper of the Year
If you need to have a converstaion with your clients then you need to read "The Elephant and the Snowball" a concise whitepaper on everything all need
Does Independent Trust Have A Future? Kestra Acquisition (And Looming Sale) Raises Questions
The deal didn’t make a lot of waves immediately. But among those who were paying attention, the Reliance buyout amounted to a declaration of war.
Ex-National Advisors Trust CEO Ron Ferguson Died, 69, This Week
Ex-National Advisors Trust CEO Ron Ferguson, 69, died on Sunday.
More Advisors, Estate Planners Seen Starting Trust Companies
At a time when financial advisors are looking for every possible business advantage, launching an advisor-owned trust company appears to be an increasingly attractive option.
At least 50 advisory firms around the country have opened up trust companies so far over the past 5 years, and that's just according to the banking authorities in three states: South Dakota, Nevada and New Hampshire.
The benefits to opening up a trust company include “stickier” assets, additional revenue, and a chance to differentiate a firm in a cutthroat marketplace, experts say.
Morgan Stanley RIA, On Holiday Dies In Accidental Drowning in Antigua
Morgan Stanley VP Ryan James Vollmer, 44 died last week under suspicious circumstances after a hotel party in St. Johns Antigua
Ryan Vollmer, 44 above swimming on this beach last week drown at 1am following a party he attended at the Galley Bay Hotel in Antigua. Local police continue an investigation to determine possible suspicious circumstances.
Police reports indicate that Vollmer was a listed as a guest at the Galley Bay Hotel, apparently had just returned to the hotel from an outing, and decided to go for a swim.