Wealth Management

JUNE 11, 2025

WealthManagement.com Staff June 11, 2025 28 Slides START SLIDESHOW Wealth Management EDGE game show The second day of Wealth Management EDGE on Wednesday included a series of firsts.

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Wealth Management

JULY 1, 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 Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B The Valhalla, N.Y.

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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 (..)

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Wealth Management Financial Advisor Recruitment Management 238

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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Wealth Management

JULY 2, 2025

trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS. and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ.

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Wealth Management

JULY 2, 2025

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.

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Wealth Management

JULY 9, 2025

The list provides a picture of the places with the most growth potential compared to the competition in the wealth management profession. As you might expect, states with higher net worth households, such as New York, Connecticut and Massachusetts, are oversaturated. Click through to see where the biggest opportunities are.

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Wealth Management

JULY 1, 2025

Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

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Wealth Management

JULY 3, 2025

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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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.

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Wealth Management

JUNE 27, 2025

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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Wealth Management

JUNE 10, 2025

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. 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 170

Wealth Management Engineering Estate Planning Management 170

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.

Wealth Management 168

Wealth Management Estate Planning Compliance Planning 168

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 (..)

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Wealth Management

JULY 1, 2025

Boston-Area RIA by Diana Britton Jul 1, 2025 2 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 Alternative investment visualization with stacks of coins and percentage signs. Boston-Area RIA Mercer Acquires $1.1B

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Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Montis Financial: Creating a Raving Fan Experience Montis Financial: Creating a Raving Fan Experience Montis Financial CEO John Yanchek and Chief Operating Officer Judy Weeden discuss revamping the wealthstack for a 30-year-old RIA.

Wealth Management 156

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Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

Planning 156

Planning Wealth Management Estate Planning Clients 156

Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans? Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.”

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Management Wealth Management Estate Planning Clients 156

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. Welcome to the 413th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kevin Leahy.

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Wealth Management

JULY 15, 2025

Waycrest was co-founded by Managing Partner Jay Hack, a Raymond James advisor for more than 19 years, and Operating Partner Lowell Weiss, who had been with the broker/dealer for about 16 years. The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers.

Estate Planning 170

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Wealth Management

JULY 10, 2025

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire’s Channing Olson has been leading the $30 billion RIA’s strategy to revamp its tech stack and processes after a run of M&A.

Wealth Management 156

Wealth Management Estate Planning Clients Planning 156

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. Welcome to the 443rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Griffin Kirsch.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B According to JPMorgan, Calcote worked with about 269 households managing approximately $206 million in client assets. JPMorgan claimed that on June 4, Calcote called her supervisor to tell him she was resigning.

Clients 172

Clients Estate Planning Wealth Management Planning 172

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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management 156

Wealth Management Insurance Estate Planning Clients 156

Wealth Management

JULY 2, 2025

Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. Prior case law in the Southern District of New York (Morales v. Quintiles Transnational Corp. 2d 369 (S.D. 1998) and Donoghue v.

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Distribution Estate Planning Wealth Management Planning 186

Nerd's Eye View

APRIL 15, 2025

Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome to the 433rd episode of the Financial Advisor Success Podcast !

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Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

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Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning 172

Estate Planning Wealth Management Compliance Recruitment 172

Nerd's Eye View

MARCH 11, 2025

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Welcome to the 428th episode of the Financial Advisor Success Podcast !

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Yardley Wealth Management

SEPTEMBER 3, 2024

The post Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs Starting your own business is an exciting and challenging journey.

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Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

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Wealth Management

JULY 15, 2025

This cheap money artificially propped up asset prices and inflation which resulted in an increase in asset-class correlations The normalization of these macro forces, particularly inflation and Treasury yields, will reduce asset class correlations, which will boost the benefits of portfolio diversification.

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Wealth Management

JUNE 24, 2025

The funds have grown from $5 billion in assets at the end of 2020 to $50 billion by 2025, according to Morningstar. Two managers—Innovator and First Trust—still dominate the space, though others are competing by launching variations on the theme (i.e., In a recent report, BlackRock projected the space will reach $650 billion by 2030.

Marketing 189

Marketing Marketing Wealth Management Estate Planning 189

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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Taxes 156

Taxes Wealth Management Estate Planning Distribution 156

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

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Estate Planning Wealth Management Assets Fiduciary Duty 222

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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

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