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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. advisors’ clients, up from 20% in 2021, according to a survey Cerulli conducted in 2024. trillion annually.

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Between 2014 and 2024, Mason transferred client funds into his own accounts and those of the two entities without clients’ authorization, according to the SEC. He pleaded guilty to all of the criminal charges.

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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

Wealth Management

The deal is True North’s second since it received backing from Wealth Partners Capital Group and the HGGC Aspire Holdings platform in January 2024. Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting.

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Microsoft Report Says AI Will Replace Advisors. Advisors Say, Not So Fast

Wealth Management

during 2024. A recent study by Northwestern Mutual found that most Americans trust advisors over AI on a range of financial planning strategies. For instance, 56% of Americans surveyed said they trust humans more to create a retirement plan, versus 13% who said they would trust AI more.

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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Ready to Tackle 2024? Happy Planning and best to you in 2025!

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Dynasty Takes Minority Stake in Life Settlement Firm Abacus

Wealth Management

In 2024, it announced a minority capital raise from BlackRock, JP Morgan Asset Management and Schwab. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug.

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The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed

Nerd's Eye View

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.