CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services – PR Newswire (press release)

NEW YORK and LONDON, Oct. 30, 2018 /PRNewswire/ — CAIS, one of the leading alternative investments platforms for the independent wealth channel, and Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), are joining forces to offer independent financial advisors institutional quality …

Delaware Expands Investment Options for Trust Fiduciaries – WealthManagement.com

A recent 52-word addition – just a clause actually – to Delaware’s statute regarding authorized investments for trusts is about to make things a lot more interesting for fiduciaries. Beneficiaries’ personal values may now be considered as fiduciaries manage trust assets. This opens many doors and will hopefully unleash investment creativity among fiduciaries. Values-Based Investing …

How To Keep Goldman Sachs From Stealing Your Clients – WealthManagement.com

Three prominent entrepreneurs in wealth management spoke Monday at Charles Schwab’s annual Impact conference and agreed that the most successful registered investment advisors all share one thing in common: a relentless focus on service and providing the best client experience they can. “In our industry in particular, we’re unbelievably pathetic” when it comes to the …

Alleged binary options fraudster Yehuda Belsky wants to have electronic monitoring condition vacated – FinanceFeeds (blog)

Defense counsel argues any defrauding of investors can occur without Belsky’s use of a personal computing device. Alleged binary options scammer Yehuda Belsky, also known as “Jay Bell,” wants the Court to modify the conditions of his pretrial release as to free himself of electronic monitoring. The relevant motion was submitted at the New York …

World's largest grain traders partner to digitize transactions – Supply Chain Dive

Dive Brief: The world’s four largest grain traders are banding together to replace paper-based processes —namely contracts, invoices, and payments — with digital ones to increase reliability, efficiency and transparency, according to a press release. Archer Daniels Midland Company (ADM), Bunge, Cargill, and Louis Dreyfus Company (LDC) have teamed up to develop standardized tools to digitize agrishipping with the …

WealthBuilder Investing takes investing and financial planning online – Associated Press (press release) (blog)

“Digital investing and planning with a human touch.” PARSIPPANY, N.J., Oct. 30, 2018 (GLOBE NEWSWIRE) — WealthBuilder Investing, a new online platform for digital investment advice, has launched today. The service, which is available at www.wealthbuilderinvesting.com, provides personalized digital investment advice to individuals and corporations. The digital and paperless tools offered by WealthBuilder Investing help …

Strategic Wealth Partners Adds Ben Smith as Wealth Advisor – Hastings Tribune

DEERFIELD, Ill.–(BUSINESS WIRE)–Oct 30, 2018–Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced the addition of Ben Smith to its team of wealth advisors. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20181030005729/en/ Strategic Wealth Partners Group, LLC, an independent wealth management …