Altfest Personal Wealth Management
445 Park Avenue 6th Floor
New York, NY 10022
No. advisers: 37
|Financial planning clients||More than 500|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
June 26, 2019 - With most advisers on their way to having a core technology stack in place that digitizes much of their day-to-day tasks, industry leaders are now turning their attention from the back office to the front of the house. Because for many advisers, the technology...
June 26, 2019 - Financial professionals who are increasingly competing with online digital advice firms are looking for their own set of digital advancements: tools that highlight the benefit of the human advice to clients and notifications to help advisers anticipate...
April 12, 2019 - When a client is an older woman, who has never married and has no children, or close relationships with other natural heirs to leave her considerable wealth to, extraordinary planning steps and creative thinking are needed. Multiple professionals must...
June 23, 2018 - Two days ofâ€‹ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there. Perhaps most important is for firms to create an office...
June 23, 2018 - Now that you have new tech, here's how to get advisers on board A lot is said about the benefits of technology for advisers, but less is said about how advisers can actually realize those benefits. After all, simply buying the latest gadget rarely, if...
June 23, 2018 - As the world of adviser technology continues to expand with no end in sight, how does a firm go about building the ideal technology suite for advisers? Should firms invest in adding a digital-advice component to reach millennials? And how can advisers...
November 4, 2017 - Gather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity threats....
November 4, 2016 - Findings of the recently released 2016 Study of Investment Management Outsourcing by Northern Trust and fielded by InvestmentNews Research reveal that 40% of advisors find great value in using third-party providers of investment management solutions....
August 9, 2016 - The nation's best performing independent advisory firms don't plan to add automated financial advice platforms to their list of services, even as lots of other firms are planning to go robo. Only 9% of â€śeliteâ€ť registered investment advisers â€” those...
January 14, 2016 - Independent financial advisers are increasingly finding clients from a range of investor pools, not just snagging most away from big-name brokerages. In some cases, they are even stealing them away from firms that look a lot like themselves. A new survey...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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.