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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.

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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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11 Investment Must Reads for This Week (June 17, 2025)

Wealth Management

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. These are among the investment must-reads we found this week for financial advisors.

Investing 214
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The Role of Financial Advisors in Managing Healthcare Expenses

WiserAdvisor

In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 Healthcare financial advisors are invaluable in helping individuals tackle this complexity. They can build a more resilient financial strategy for retirement. trillion, equating to $14,570 per person, a 7.5% increase from the previous year.

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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financial advisors for digital asset investment (16%) and decentralized exchanges (10%).

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) But what solidified my decision to move to LPL is their commitment to the communities they serve and the fact they offer various Financial Advisor Inclusion programs, like the Black Financial Advisor Community.”

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How Financial Advisors Are Crushing Client Communication (And You Can Too): The Complete Guide to Texting Platform Adoption

FMG

While 98% of text messages are read within 3 minutes, the average financial advisor email sits unopened for 6+ hours ( Wealthmanagement.com ). Modern clients expect instant responses, but most advisors remain stuck in outdated email-only loops. Why Aren’t Some Financial Advisors Texting Yet?