Assets Business Planning Communication 
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. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.
Wealth Management
JUNE 17, 2025
Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.
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Nerd's Eye View
JUNE 24, 2025
Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households.
Wealth Management
JUNE 20, 2025
We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We
Nerd's Eye View
NOVEMBER 26, 2024
Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. My guest on today's podcast is Kevin Leahy.
Wealth Management
JULY 2, 2025
One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. Let’s say your planning tool doesn’t integrate with your CRM. Agentic AI eliminates this dependency. No problem.
Wealth Management
JUNE 10, 2025
Austin-based Kestra oversees about $142 billion in client assets through its companies, including independent broker/dealer Kestra FInancial, through 1,800 advisors, according to its websites. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B Bluespring made a similar move in March 2024 to merge two firms into a $1.4
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