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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

We took a pause in the last year to acknowledge that, since our formation in 2019 , we have tripled in size and integrated more than nine firms. We have committed to continuing that, which I think is a little different for RIAs today, to have reporting just for the reporting side and to allow the advisors to deliver on different platforms.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group. LifeBridge, which is based in Houston, is led by Managing Director Michael Rudelson and lead financial advisors Selena Krampota and Grayson Palmer.

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Deals & Moves: AmeriFlex Adds $280M California Team From Osaic

Wealth Management

Summit Financial & Insurance Services, which manages about $280 million of client assets, joins from Osaic, which AmeriFlex departed last month. The hybrid RIA, which was founded in July 2019 by Thomas Goodson, was originally affiliated with SagePoint Financial. The firm is led by Jerry Kleber, Raz Bracha and Leah Pattison.

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What It Takes to Be Wealthier Than Most Americans in 2025

Harness Wealth

From 2019 to 2022, public equities and home equity grew as a share of the average household balance sheet, not necessarily because of increased contributions, but because of rising asset values during the bull market and housing boom.

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Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP

Wealth Management

Trusts Created Martin Griffin died on July 9, 2019, survived by his spouse, Maria Creel. 2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. See more from Andrew B.

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