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RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Wealth Management

Emigrant has added the 21st growth-oriented platform to its expanding portfolio of independent wealth management businesses, while no less than six firms announced recruits or acquisitions this week.

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#FASuccess Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms, With Eric Stein

Nerd's Eye View

What's unique about Eric, though, is how he has chosen not to utilize the investment expertise he's built throughout his career to gather individual clients and manage their portfolios as a 'traditional' financial advisor with investment expertise, but instead to really stay focused on being an "investment nerd" by landing his current role as a partner (..)

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Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Also in industry news this week: Concerned about the (insufficient) frequency of its examinations of RIAs, an SEC committee has recommended that the regulator allow third parties to conduct these examinations and to request Congressional authorization to charge investment advisers under its purview a ‘user fee’ that would provide steady (..)

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Top Indian Stocks Held By JP Morgan – Portfolio Analysis!

Trade Brains

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. In terms of employment services, it offers permanent recruitment services, temporary staffing options, and regulatory consulting for labour law compliance.

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MiB: Peter Borish, Tudor Investments & Robin Hood

The Big Picture

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Be sure to check out our Masters in Business next week with Ilana Weinstein, founder and chief executive officer of IDW Group , the top recruiter of fund managers and traders for many of the largest hedge funds.

Investing 217
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10 Tuesday AM Reads

The Big Picture

Some Bosses Embrace Work From Home to Keep Wages Down : With potential hires in short supply, companies increase their recruiting in areas where pay is lower. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. Institutional Investor ).

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: Customer Bancorp buys a Signature Bank loan portfolio from the FDIC

MarketWatch

in premarket trades Friday after the firm said it acquired a $631 million venture banking loan portfolio from the FDIC at approximately 85% of book value, or about $536 million. The portfolio was a result of the FDIC’s takeover of Signature Bank on March 12, a bank spokesperson told MarketWatch. Customers Bancorp CUBI stock is up 0.5%

Banking 40