Abacus Wealth Partners
429 Santa Monica Blvd. Suite 500
Santa Monica, CA 90401
No. advisers: 50
|Financial planning clients||N/A|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
March 5, 2018 - Financial advisers can now use Orion Advisor Services' portfolio accounting tool to show clients their private assets as easily as their public holdings. The company's latest feature, Alternative Investment Platform, lets advisers track and maintain investment...
March 1, 2018 - One of the many lessons advisers learned from the 2008 market crash was how poorly aligned portfolios were with clients' appetite for losses. In the decade since, entrepreneurs have tried to address the gap with technology, promising to replace subjective...
February 8, 2018 - If the theme of the 2017 T3 Conference was the fiduciary rule, 2018 was all about the future of financial advice. Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on exponential...
May 6, 2017 - Mandy Hummel needed a change. A resident of Grass Valley, Calif., located outside Sacramento in the foothills of the Sierra Nevada mountains, Ms. Hummel had spent the last several years of her career working in customer service for a company that manufactures...
March 16, 2017 - Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future success,...
March 2, 2017 - Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system every...
September 25, 2016 - Hillary Clinton and Donald Trump will face a lot of skepticism from financial advisers as they square off Monday in the first presidential debate. Reflecting the polarization and bitterness permeating the campaign, many advisers indicated in an InvestmentNews...
September 18, 2016 - Health-care costs are the great unknown of retirement. Not only are health expenses rising quickly overall, but medical needs and conditions vary dramatically from person to person. There are several moving parts, from combinations of different health-insurance...
June 15, 2016 - Socially responsible investors are the type of clients financial advisers should be clamoring for, and some large independent advisory firms are making the investments to attract them. People who want to put their money to work in companies with practices...
December 16, 2015 - The Federal Reserve's decision to raise its benchmark interest rate, its first hike in almost a decade, will signal a victory of sorts for retirees over the long term as rates eventually climb to more normal levels. Of course, there are several factors...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Today's retiree's expect so much from retirement than previous generations and advisers are in prime position to help their clients what's important and what's not.
Latest news & opinion
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