Capital gains taxes can lead to inertia when clients are hesitant to make beneficial long-term changes at a short-term cost.
55ip, a firm that enables advisors to custom-build investment strategies, and Fi360, a provider of fiduciary-related education and tools, have teamed to add the Fi360 Fiduciary Score to the 55ip platform as a standard factor.
55ip’s new Investment Platform to help RIAs and wealth managers design tax-optimized and personalized ETF portfolios.
An ETF strategist is transforming into a fintech firm that fundsters and others in the wealth management industry may team up with.
Craig Johnson of Piper Jaffray and Max Wolff of 55 Institutional discuss the state of the Trading Nation “Trump portfolio” with Brian Sullivan.
Max Wolff, 55 Institutional Partners, and Craig Johnson, Piper Jaffray, take a look at where gold is headed with Brian Sullivan.
Will the announcement of tax reform details be a “sell the news” event? David Seaburg of Cowen & Co. and Max Wolff of 55 Institutional discuss with Brian Sullivan
Max Wolff, Market Strategist at 55 Institutional talks with Bobbi Rebell about the impact of President Trump's recent actions on the financial markets, and his best advice to investors.
The CBOE Volatility Index has plunged. Craig Johnson of Piper Jaffray and Max Wolff discuss what that means for stocks with Brian Sullivan.
Are U.S. stocks simply too expensive to buy? Erin Gibbs of S&P Global and Max Wolff of 55 Institutional Partners stake opposite sides, in this conversation with Brian Sullivan.
Chinese bonds and equities have been sinking recently. Are American markets next? Max Wolff of 55 Institutional and Eddy Elfenbein of the Crossing Wall Street blog discuss with Eric Chemi.
Ari Wald, Oppenheimer, and Max Wolff, 55 Institutional, discuss how soon we could see the Dow hit 20,000, now that it’s surpassed 19,000.
Dr Vinay Nair, CEO at 55 Institutional, discusses the firm’s strategies for selecting the ETFs that best serve their clients’ needs.
Growth of firm continues with the appointment of Swati Bairathi as Chief Product Officer and Jennifer Root as Director of Marketing
Fi360, the nation’s foremost provider of fiduciary-related education and tools, and 55ip have partnered to offer registered investment advisors and wealth managers the ability to create custom investment strategies using the Fi360 Fiduciary Score as a standard factor
Financial planning group gains access to 55ip’s investment platform and tools to deliver custom, branded tax managed strategies to its clients
55ip Investment Platform launches with Vine Street Partners and United Advisors amongst its first client partnerships. 55ip’s platform enables growth-minded investment advisors the ability to deliver custom, brandable, tax managed strategies to their clients.
55 Institutional Partners announced today that Dr. Leonid Kogan, the award-winning architect of the firm's next-generation tax optimization technology will lead the development of its investment platform.
55 Institutional announced today the appointment of Paul Gamble as its new Chief Executive Officer, who brings 25 years of experience in advisory services, financial technology, retirement planning and investment management to the firm.
55 Institutional today announced that Steve Gruber, a founder and Managing Partner at Oak Hill Capital Partners, has joined its Board of Directors.
55 Institutional announced today the appointment of James Paddon as its new Chief Operating Officer as the firm continues to grow its client base and partnerships.
United Advisors, an advisor and wealth management support platform, and 55 Institutional, an investment management company, today announced a strategic...