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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.

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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

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$6.5B RFG Advisory Launches Suite of Active ETFs

Wealth Management

RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.

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

Wealth Management

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. No problem.

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Can AI replace wealth managers?

Truemind Capital

It helped me learn about the possibilities of AI use in wealth management. Many wealth management outfitsin the US have started using AI in their operations and basic level of advice. Even in India, many firms use algorithms to suggest investment options and portfolio allocation.

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Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation

Validea

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.

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MiB: Lisa Shalett, CIO Morgan Stanley

The Big Picture

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today.