Wealth Management

JULY 9, 2025

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Wealth Management 193

Wealth Management Estate Planning Business Planning Taxes 193

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England and Wales.

Wealth Management 253

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JUNE 20, 2025

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Wealth Management 191

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JULY 2, 2025

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Financial Advisor 205

Financial Advisor Estate Planning Wealth Management Financial Planning 205

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England and Wales.

Wealth Management 239

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JULY 1, 2025

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Wealth Management 196

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JULY 2, 2025

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Wealth Management 175

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JUNE 11, 2025

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Wealth Management 172

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Wealth Management

JUNE 17, 2025

Number 8860726. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 180

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Wealth Management

JUNE 27, 2025

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Wealth Management 182

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JULY 1, 2025

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Wealth Management 186

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JULY 3, 2025

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Wealth Management 161

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JULY 2, 2025

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Distribution 198

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Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England and Wales. 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

Wealth Management 175

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Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188

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Wealth Management

JUNE 30, 2025

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Management 161

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JUNE 27, 2025

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Estate Planning 182

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Wealth Management

JUNE 11, 2025

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Wealth Management 161

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JUNE 25, 2025

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Wealth Management 161

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Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 173

Estate Planning Portfolio Management Communication Portfolio 173

Wealth Management

JUNE 12, 2025

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Assets 154

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Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England and Wales.

Wealth Management 143

Wealth Management Marketing Marketing Tax Planning 143

Wealth Management

JUNE 20, 2025

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Wealth Management 143

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Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Tax Planning Taxes 130

Nerd's Eye View

MAY 5, 2025

Welcome to the May 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Planning 173

Financial Planning Clients Planning Retail 173

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Wealth Management

JUNE 12, 2025

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Wealth Management 239

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Nerd's Eye View

JULY 7, 2025

Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 100

Planning Financial Planning Startup Clients 100

Nerd's Eye View

JULY 8, 2025

million to more than $10 million in 2025 alone) thanks in part by attracting clients who have engaged with his educational YouTube videos. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households.

Education 130

Education Clients Financial Advisor Assets 130

Nerd's Eye View

JUNE 2, 2025

Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Planning 130

Financial Planning Clients CFP Planning 130

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. So it took three years to break even when my business plan had it at one. We don’t give exact numbers.

Management 130

Management Numbers Transportation Accounting 130

Wealth Management

JUNE 11, 2025

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Estate Planning 224

Estate Planning Planning Wealth Management Fiduciary Duty 224

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JUNE 24, 2025

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Marketing 197

Marketing Marketing Wealth Management Estate Planning 197

Wealth Management

JUNE 11, 2025

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Taxes 161

Taxes Wealth Management Estate Planning Distribution 161

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JUNE 11, 2025

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Wealth Management 143

Wealth Management Estate Planning Management Education 143

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 241

Insurance Numbers Clients Business Planning 241