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SEC Issues Agenda for July 7 Meeting of Asset Management Advisory

SEC Issues Agenda for July 7 Meeting of Asset Management Advisory
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Pallas Capital Advisors Welcomes $300 Million Merrill Lynch Team and Announces Launch of New Jersey Office

Pallas Capital Advisors Welcomes $300 Million Merrill Lynch Team and Announces Launch of New Jersey Office
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$300 Million UBS Team Joins Pallas Capital Advisors

$300 Million UBS Team Joins Pallas Capital Advisors
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BRAINTREE, Mass., May 14, 2021 /PRNewswire/ Pallas Capital Advisors, LLC ( Pallas Capital ) is pleased to announce today that a four-person team, led by Mr. Joseph A. Cullen, CFP®, joined the growing team of experienced wealth advisors at the firm. Mr. Cullen will be making the transition with all three team members from his previous firm – Ms. Shannon Smith, CFP®, AWMA ®, Ms. Ali Laflamme, and Mr. Ryner Gorowsky.
Mr. Cullen, who manages over $300 million, brings with him over twenty years of industry experience, most recently as a Financial Advisor at UBS. During his time at UBS, Mr. Cullen founded and built ....

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Fidelity Investments surpasses $10T in client assets

Fidelity Investments surpasses $10T in client assets
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IBD Succession Planning Goes In-House | Wealth Management

Succession Planning Goes In-House
A new crop of programs at IBDs helps advisors find successors keeping their clients, and assets, close to home.
The wealth management industry has long had a succession problem. Few advisors plan for their own retirement, and even fewer have a road map to step away from the business in a way that both monetizes the practice and provides continuity to their clients. Even worse is the lack of a plan in case of an advisors’ sudden death or impairment the dreaded “hit by a bus” scenario.
A 2018 study by the Financial Planning Association and Janus Henderson Investors found that 73% of financial advisors don’t have a written succession plan in place; of those who are within five years of retirement, 60% lack a succession plan. ....

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