Wealth Management

JULY 18, 2025

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. One is training programs and peer groups.

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Wealth Management

JULY 9, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income Fintech by Paige Smith Jul 9, 2025 2 Min Read (..)

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JULY 17, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1 True North Expands in SF Jul 15, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Wealth Management 221

Wealth Management Clients Management Estate Planning 221

Wealth Management

JUNE 27, 2025

Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JULY 3, 2025

Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B His team was previously with Osaic for 12 years.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Wealth Management

JUNE 23, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 bitcoin alternative investments Alternative Investments Young Investor Demand for Alternative Assets Is Reshaping Wall Streets Playbook Young Investor Demand for Alternative Assets Is Reshaping Wall (..)

Assets 279

Assets Wealth Management Financial Advisor Estate Planning 279

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JULY 18, 2025

White Jul 18, 2025 1 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 Luke Oliver, Head of Strategy at KraneShares Investing Strategies Navigating Investment Challenges with Luke Oliver, KraneShares Navigating Investment (..)

Accounting 263

Accounting Taxes Estate Planning Wealth Management 263

Wealth Management

JULY 15, 2025

Related: M&A Advisory Gladstone Launches $500 RIA Seller Connection Service NFP Buys Wealth and Retirement Firm Levine Group Aon-owned NFP has acquired a former Kestra Holdings-affiliated firm based in Brentwood, Tenn. Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting.

Planning 165

Planning Wealth Management Estate Planning Clients 165

Wealth Management

JULY 2, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

Wealth Management 180

Wealth Management Estate Planning Planning Clients 180

Wealth Management

JUNE 20, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Wealth Management

JULY 15, 2025

Is a Roth Conversion Worth It for All Clients?

Estate Planning 180

Estate Planning Wealth Management Planning Clients 180

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment ETFs Explained: Innovations, Trends, and the Investment Landscape ETFs Explained: Innovations, Trends, and the Investment Landscape by Ryan Nauman Jun 30, 2025 Wealth Planning Related (..)

Wealth Management 191

Wealth Management Estate Planning Planning Clients 191

Wealth Management

JULY 10, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 dollar percent sign private equity leverage deals Alternative Investments Private Credit Firms Pitch More Leverage to Win Over Deals Private Credit Firms Pitch More Leverage to Win Over Deals by Olivia (..)

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JULY 2, 2025

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Wealth Management

JUNE 30, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment ETFs Explained: Innovations, Trends, and the Investment Landscape ETFs Explained: Innovations, Trends, and the Investment Landscape by Ryan Nauman Jun 30, 2025 Wealth Planning Related (..)

Management 165

Management Wealth Management Estate Planning Clients 165

Wealth Management

JULY 15, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment Diversification is SO Back Diversification is SO Back by Ryan Nauman Jul 15, 2025 6 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)

Clients 191

Clients Estate Planning Wealth Management Planning 191

Wealth Management

JUNE 20, 2025

Each discussed how providing a more holistic approach to distribution-phase planning in their practices can amp up organic growth for advisory firms. I cannot say enough about how well received this last session was by advisors, several of whom came up later to say thanks.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JUNE 25, 2025

Naomi Win Orion Wealth Management EDGE WealthTech Our Technology Columnists Takeaways from Wealth Management EDGE Tech Takeaways from Wealth Management EDGE Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Wealth Management

JUNE 17, 2025

Sponsored Content Alternative Investment Summit: Navigating the New Frontier Alternative Investment Summit: Navigating the New Frontier Apr 11, 2025 Advisor Sentiment Index May 2025 RIA Edge Advisor Sentiment Index: Advisors’ Market Outlook Improves Advisor Sentiment Index: Advisors’ Market Outlook Improves by WealthManagement.com Staff Jun 17, 2025 (..)

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

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 240

Wealth Management Financial Advisor Recruitment Management 240

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 179

Wealth Management Engineering Estate Planning Management 179

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 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JUNE 11, 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 Joey Corsica & SpotMyPhotos Industry News & Trends Scenes from Day 2 of Wealth Management EDGE Scenes from Day 2 of Wealth Management EDGE (..)

Wealth Management 179

Wealth Management Management Financial Advisor Business Planning 179

Wealth Management

JULY 18, 2025

White Jul 18, 2025 1 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 Luke Oliver, Head of Strategy at KraneShares Investing Strategies Navigating Investment Challenges with Luke Oliver, KraneShares Navigating Investment (..)

Media 179

Media Estate Planning Wealth Management Planning 179

Wealth Management

JUNE 11, 2025

Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L. Ratner Charles L. See more from Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Wealth Management

JUNE 27, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth by WealthManagement.com Staff Jun 27, 2025 Wealth Planning (..)

Estate Planning 191

Estate Planning Wealth Management Compliance Recruitment 191

Midstream Marketing

OCTOBER 30, 2024

Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estate planning Their values and preferences To make a better referral program, it’s important to understand your ideal client. Learn what they like and what rewards they want.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Wealth Management

JUNE 12, 2025

Sponsored Content Alternative Investment Summit: Navigating the New Frontier Alternative Investment Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Sponsored Content Boost Impact With Equity Awards Boost Impact With Equity Awards Jun 13, 2025 1 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)

Assets 162

Assets Management Wealth Management Risk Management 162

Financial Symmetry

APRIL 14, 2025

529 Plan When it comes to saving for future education expenses, this is probably the most advertised or talked about account for children given the ballooning cost of college tuition the past two decades. Consulting with a dedicated estate planning attorney is crucial before setting these types of irrevocable trusts up.

Accounting 62

Accounting Taxes Education Planning 62

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. I even went on advertising calls with the advertising director.

Investments 146

Investments Investing Retirement Management 146

Indigo Marketing Agency

MARCH 5, 2025

By sharing knowledge on topics such as retirement planning, wealth management, and investment strategies, you demonstrate your expertise while attracting an audience already interested in your services. Unlock Your Retirement Potential Free Seminar) Keep the email short, focusing on benefits and a clear CTA.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Including video marketing in your plan can improve communication with clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Convergence of wealth, retirement and benefits at the workplace 3.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Wealth Management

JUNE 11, 2025

Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.

Estate Planning 225

Estate Planning Planning Wealth Management Fiduciary Duty 225

The Big Picture

APRIL 8, 2025

And, and I know it sounds a little bit like an advertisement, but I really believe that, Barry Ritholtz : Well the the next question, the obvious question is, who are the clients? We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses.

Asset Allocation 146

Asset Allocation Wealth Management Clients Assets 146