Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026.

Estate Planning 185

Estate Planning Wealth Management Recruitment Startup 185

Abnormal Returns

MAY 29, 2023

(ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now."

Wealth Management 189

Wealth Management Financial Advising Estate Planning Banking 189

Abnormal Returns

MAY 8, 2023

citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not. investmentnews.com)

Wealth Management 223

Wealth Management Estate Planning Taxes Valuation 223