2025 and Assets - Financial Advisor Source

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

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets

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14 Investment Must Reads for This Week (July 1, 2025)

Wealth Management

JULY 1, 2025

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook.

Investing

Investing Investments Financial Advisor Assets

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

Wealth Management

JUNE 17, 2025

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. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.

Investing

Investing Investments Financial Advisor Assets

Webinars

How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

8 Ways to Torture Your CFO

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Best Performing Multi-Asset Allocation Funds in 2025 – Is Your Fund on the List?

Trade Brains

JULY 15, 2025

Synopsis- Multi Asset Allocation Funds offer diversified investment in equity, debt and commodities especially gold,making them balanced investment in the volatile markets. In this article, we rank the best performing Multi-Asset Allocation Funds in 2025 based on 3 year SIP XIRR performance and other key metrics.

Asset Allocation

Asset Allocation Assets Investing Investments

Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

. 🔐 Practical Defense: Walk away with a toolkit of preventative measures to protect your organization’s assets. 📆 March 18, 2025 at 12:30pm PT, 3:30pm ET, 8:30pm GMT Join us to sharpen your fraud detections skills and learn how to build an impenetrable defense. Save your seat today!

Assets

Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

JULY 8, 2025

David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees.

Wealth Management

Wealth Management Estate Planning Compliance Clients

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

JULY 2, 2025

Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.

Planning

Planning Estate Planning Wealth Management Commission

Summit Financial Adds Four Firms Totaling $1.2B

Wealth Management

JULY 21, 2025

billion in managed assets and bringing its 2025 deal count to 11. Summit Financial acquires four new advisory teams across the US, adding $1.2

Assets

Assets Management

Bloomberg Hedge Fund & Alternative Manager Forum 2025

The Big Picture

JUNE 24, 2025

Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years.

Management

Management Portfolio Management Numbers Portfolio

What Are the Best Asset Classes for Active Management?

Wealth Management

JUNE 12, 2025

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management.

Assets

Assets Management Wealth Management Estate Planning

401(k) Real Talk Episode 161: July 30, 2025

Wealth Management

JULY 30, 2025

401(k) Real Talk Episode 161: July 30, 2025 401(k) Real Talk Episode 161: July 30, 2025 Open and honest conversation about IRA rollovers, the explosion in 401(k) plan formation, the possibility of private equity in DC plans and more.

Estate Planning

Estate Planning Wealth Management Retirement Planning

The Data on Active Large Cap Underperformance

The Big Picture

MAY 29, 2025

But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try.

Portfolio

Portfolio Financial Planning Taxes Assets

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

JULY 17, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Anthony Minopoli Innovative CPA Group RIA Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand Innovative CPA Group Launches (..)

Wealth Management

Wealth Management Clients Management Estate Planning

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

JUNE 26, 2025

Jason Diamond, Louis Diamond June 26, 2025 One of the most rewarding parts of our work is the sheer volume of conversations we have with advisors—across every model and stage of growth.

Financial Advisor

Financial Advisor Wealth Management Estate Planning Recruitment

Unlocking Estate Planning Potential with Carried Interest

Wealth Management

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike.

Estate Planning

Estate Planning Planning Valuation Taxes

Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

JULY 1, 2025

Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Raymond James added a group of seven advisors managing more than $1.1 billion in client assets to its independent advisor channel. EP Wealth Hires Integrations Head From Captrust $32.6B New York Team From Ameriprise Raymond James Adds $1.1B

Wealth Management

Wealth Management Estate Planning Recruitment Financial Advisor

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

Wealth Management

JUNE 27, 2025

June 27, 2025 Private markets are no longer just for the ultra-wealthy. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Q&A: What Was Behind Schechter’s Decision to Sell to Arax? In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future.

Estate Planning

Estate Planning Marketing Marketing Wealth Management

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

Wealth Management

JULY 2, 2025

trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

Financial Advisor

Financial Advisor Estate Planning Wealth Management Financial Planning

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

Wealth Management

JULY 3, 2025

Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Wealth Management Recruitment Estate Planning Financial Advisor

Why Gen 2 Advisors Are a Flight Risk

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.

Estate Planning

Estate Planning Wealth Management Clients Planning

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

Wealth Management

JUNE 26, 2025

Diana Britton , Executive Editor , WealthManagement.com June 26, 2025 2 Min Read Image courtesy of Ken Teegardin Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.

Clients

Clients Estate Planning Wealth Management Planning

The Power of the Midyear Gut Check

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management

Wealth Management Financial Advisor Recruitment Management

Fed's Flow of Funds: Household Net Worth Decreased $1.6 Trillion in Q1

Calculated Risk

JUNE 12, 2025

trillion during the first quarter of 2025. percent at an annual rate in the first quarter of 2025. This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) In Q1 2025, household percent equity (of household real estate) was at 72.0% - down from 72.2% Household debt increased 1.9

Nonprofit

Nonprofit Assets Accounting

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

JUNE 20, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management

Wealth Management Management Financial Advisor Clients

Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management

Wealth Management Management Estate Planning Business Planning

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

JUNE 17, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Advisor Sentiment Index May 2025 RIA Edge Advisor Sentiment Index: Advisors’ Market Outlook Improves Advisor Sentiment Index: Advisors’ Market Outlook (..)

Wealth Management

Wealth Management Estate Planning Compliance Planning

10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

JULY 9, 2025

July 9, 2025 23 Slides START SLIDESHOW hudiemm/iStock/Getty Images A big industry focus these days is on organic growth; many stress that if advisors can crack the code and grow their client base, they can gain a competitive edge.

Wealth Management

Wealth Management Estate Planning Business Planning Taxes

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Wealth Management

Wealth Management Estate Planning Startup Financial Planning

The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

JULY 2, 2025

Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.

Wealth Management

Wealth Management Estate Planning Planning Clients

Lawler: Federal Reserve Earnings Still Running Negative; No Remittances to Treasury for a While

Calculated Risk

MARCH 4, 2025

The reason, of course, is that the Federal Reserve funded the bulk of these long-term fixed rate assets with increases in interest-bearing very short-term liabilities mainly depository institution deposits (reserves) and repos --with interest rates tied to the federal funds rate. Data through 2/26/2025

Assets

Assets Accounting

Has ERISA Litigation Been Helpful or Harmful?

Wealth Management

JULY 28, 2025

Has ERISA Litigation Been Helpful or Harmful? Defending the amazing defined contribution system is laudable, but not at the expense of objectively considering important issues.

Estate Planning

Estate Planning Planning Wealth Management Retirement

Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

JULY 1, 2025

Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based billion in client assets, expanding Steward’s presence in the Bay Area.

Wealth Management

Wealth Management Estate Planning Clients Planning

A Concise and Comprehensive Review of Asset Class Performance in 1H 2025

Advisor Perspectives

JULY 7, 2025

stocks are no longer the best-performing asset class this year. Gold and foreign stocks are the best performers.

Assets

AllianceBernstein to Convert Bond, Muni Mutual Funds to New ETFs

Wealth Management

JULY 30, 2025

Amanda Albright, Maxwell Adler July 30, 2025 2 Min Read (Bloomberg) -- AllianceBernstein LP plans to convert three of its fixed-income mutual funds into exchange-traded funds, underscoring the growing popularity of the lower-cost investment product.

Estate Planning

Estate Planning Wealth Management Assets Planning

Savvy Adds $270M RIA Team in Push to Land Larger Teams

Wealth Management

JULY 31, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.

Estate Planning

Estate Planning Wealth Management Insurance Planning

FDIC: Commercial Real Estate "Past-Due and nonaccrual" Highest Since 2014

Calculated Risk

MAY 28, 2025

The FDIC released the Quarterly Banking Profile for Q1 2025: Net Income Increased from the Prior Quarter, Led by Higher Noninterest Income Quarterly net income for the 4,462 FDIC-insured commercial banks and savings institutions totaled $70.6 The banking industry reported an aggregate return on assets of 1.16 billion, up $3.8

Banking

Banking Numbers Portfolio Sales

Lawler: Some Observations on the Federal Reserve’s Balance Sheet Wind-Down and Reinvestment “Strategy” (Still in Quantitative Easing Mode, Just Less So)

Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. trillion, with most of the decline reflecting decreases in Treasury and Agency MBS holdings.

Assets

Assets Portfolio Accounting Marketing

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

Wealth Management

JUNE 10, 2025

RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

Wealth Management

Wealth Management Estate Planning Engineering Management

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

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Planning

Planning Wealth Management Estate Planning Clients

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management

Wealth Management Marketing Marketing Tax Planning

My Bias Blind Spot Bubble

The Big Picture

MARCH 3, 2025

Over that decade plus of doing CNBC, I had become friendly with Big Joe Besecker of Emerald Asset Management. Coming March 18, 2025 see more at HowNOTtoInvestbook.com The post My Bias Blind Spot Bubble appeared first on The Big Picture. . “Jordan Rules” were real, and I was absolutely convinced convinced!

Economics

Economics Assets Clients Investing

How IRS Updates in 2025 Could Impact Your Tax Practice

Harness Wealth

JULY 31, 2025

The IRS updates for 2025 are more than routine adjustments—they mark a turning point for tax professionals navigating an increasingly complex regulatory environment. With major shifts in tax brackets, standard deductions, and digital asset reporting, firms will need to rethink how they serve clients across income levels and asset classes.

Taxes

Taxes Tax Planning Estate Planning Compliance

Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

JULY 15, 2025

Is a Roth Conversion Worth It for All Clients? The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers.

Estate Planning

Estate Planning Wealth Management Planning Clients

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

JULY 10, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 10, 2025 5 Min Read Wealthspire Head of Advisory Technology Channing Olson I came to Wealthspire Advisors from their Private Ocean Acquisition about three years ago. I was leading operations at Private Ocean and took on the role of head of M&A integration for Wealthspire.

Wealth Management

Wealth Management Estate Planning Clients Planning

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

14 Investment Must Reads for This Week (July 1, 2025)

Webinars

Trending Sources

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

Webinars

Best Performing Multi-Asset Allocation Funds in 2025 – Is Your Fund on the List?

Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Schwab Expands Roster of No Transaction Fee Mutual Funds

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Summit Financial Adds Four Firms Totaling $1.2B

Bloomberg Hedge Fund & Alternative Manager Forum 2025

What Are the Best Asset Classes for Active Management?

401(k) Real Talk Episode 161: July 30, 2025

The Data on Active Large Cap Underperformance

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Unlocking Estate Planning Potential with Carried Interest

Raymond James Adds $1.1B New York Team From Ameriprise

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

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

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

Why Gen 2 Advisors Are a Flight Risk

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

The Power of the Midyear Gut Check

Fed's Flow of Funds: Household Net Worth Decreased $1.6 Trillion in Q1

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Takeaways From Day 1 of Wealth Management EDGE

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

10 States with the Most and Least Potential AUM Per Advisor

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

The Digitally Borderless Society Is Coming—And Faster Than We Think

Lawler: Federal Reserve Earnings Still Running Negative; No Remittances to Treasury for a While

Has ERISA Litigation Been Helpful or Harmful?

Steward Partners Acquires $1.1B Bay Area Firm

A Concise and Comprehensive Review of Asset Class Performance in 1H 2025

AllianceBernstein to Convert Bond, Muni Mutual Funds to New ETFs

Savvy Adds $270M RIA Team in Push to Land Larger Teams

FDIC: Commercial Real Estate "Past-Due and nonaccrual" Highest Since 2014

Lawler: Some Observations on the Federal Reserve’s Balance Sheet Wind-Down and Reinvestment “Strategy” (Still in Quantitative Easing Mode, Just Less So)

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

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

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

My Bias Blind Spot Bubble

How IRS Updates in 2025 Could Impact Your Tax Practice

Elevation Points Stakes $1B Raymond James Breakaway

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

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