Morgan Stanley's Wealth Management Team Sees Emerging Market Risks
Morgan Stanley's wealth management team sees emerging market risks that could interrupt the rally and challenge advisors to reassess positioning.
SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios
SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
Dynasty Financial Partners Appoints Shawn Shook as General Counsel to Support Legal Strategy and Advisor Transitions
Dynasty Financial Partners, a leading provider of technology-enabled wealth management solutions for independent financial advisors, has announced the appointment of Shawn Shook as General Counsel. He will report to Dynasty CEO Shirl Penney and be based at the firm’s headquarters in St. Petersburg, Florida. Mr. Shook succeeds Jonathan Morris, who is transitioning to a new role as Executive in Residence after more than a decade as General Counsel.
Focus Partners:: Seamless Advisor Transitions for Client Retention and Sustained Growth
(Focus Partners) Financial advisors often guide clients toward long-term thinking, encouraging them to invest with purpose, plan with foresight, and embrace continuity. Yet, when it comes to their own practices, many fail to apply the same strategic lens. As advisory firms mature, the ability to execute seamless advisor transitions—whether due to retirement, role shifts, or sudden departures—can make the difference between client retention and business disruption. Advisors and their firms should have a documented plan in place.
‘She’s a Midlife Crisis Rebound’
Hugh Jackman reportedly willing to risk remaining fortune to wed ‘Soul Mate’ Sutton Foster without prenup. Jackman just settled $387M divorce.