Wealth Management

JUNE 26, 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 businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

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Financial Advisor Wealth Management Estate Planning Recruitment 233

Wealth Management

JUNE 27, 2025

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JUNE 26, 2025

Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

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Clients Estate Planning Wealth Management Planning 276

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. " Brennan’s response?

Estate Planning 253

Estate Planning Wealth Management Clients Planning 253

Wealth Management

JULY 9, 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 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)

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Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JULY 1, 2025

billion in client assets, expanding Steward’s presence in the Bay Area. The RIA serves high-net-worth individuals and families in Northern California with portfolios exceeding $10 million in assets. Its affiliate company, Simplex Wealth Management, serves clients with $1 million or more in assets. Seo and a team of about 10.

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Wealth Management Estate Planning Clients Planning 205

Wealth Management

JULY 3, 2025

manages about $300 million in client assets. Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JULY 2, 2025

Let’s say your planning tool doesn’t integrate with your CRM. An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. No problem.

Wealth Management 180

Wealth Management Estate Planning Planning Clients 180

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future.

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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.

Assets 162

Assets Management Wealth Management Risk Management 162

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

Financial Planner 170

Financial Planner Engineering Clients Taxes 170

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.

Accounting 263

Accounting Taxes Estate Planning Wealth Management 263

Wealth Management

JULY 15, 2025

Because we are a multi-generational practice, we are uniquely situated to help family-owned businesses with financial planning according to their values, and in the independent space, that area is really dynamic—we can bring in new technology to solve for that, and we can do all sorts of energizing activities.”

Estate Planning 180

Estate Planning Wealth Management Planning Clients 180

Wealth Management

JULY 10, 2025

Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

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

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Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans? Edward Jones has over $50 billion in assets in its UMA business. When the deal closes, Edward Jones will become the overlay manager for its UMA business, something it is currently outsourcing to Natixis. The terms of the deal were not disclosed. at Natixis IM, said in a statement.

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Management Wealth Management Estate Planning Clients 165

Yardley Wealth Management

NOVEMBER 12, 2024

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Wealth Management

JULY 15, 2025

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. Mosaic Pacific, founded in 2014, will grow Creative Planning’s footprint in the Pacific region and bring on board about six more advisors, along with compliance and support staff.

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Planning Wealth Management Estate Planning Clients 165

Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.

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Wealth Management Estate Planning Financial Advisor Clients 165

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

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Financial Planning Planning Financial Advisor Ethics 59

Wealth Management

JUNE 20, 2025

His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

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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.

Wealth Management 191

Wealth Management Estate Planning Planning Clients 191

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 191

Clients Estate Planning Wealth Management Planning 191

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. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Quintiles Transnational Corp.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

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 189

Wealth Management Estate Planning Compliance Planning 189

Tobias Financial

JUNE 2, 2025

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming.

Estate Planning 52

Estate Planning Planning Financial Advisor Tax Planning 52

Wealth Management

JUNE 10, 2025

But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. Some RIAs can turn volatility into a growth engine.

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Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JUNE 10, 2025

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. If you find more friction than momentum, it may be time to rethink what’s possible — not to chase change, but to ensure you’re set up to thrive.

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Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JUNE 10, 2025

billion-billion RIA in Florida under the name Security Financial Management. 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.

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Yardley Wealth Management

FEBRUARY 18, 2025

We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan. Benefits of Waterfall Wealth Management Managing significant assets can be complex. Peace of mind – Offers clarity and confidence in financial decision-making.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

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Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.

Media 179

Media Estate Planning Wealth Management Planning 179

Nerd's Eye View

JULY 15, 2025

Misty is the owner of Sound View Financial Advisors, an RIA based in Walpole, Massachusetts, that oversees $46 million in assets under management for approximately 100 client households.

Financial Advisor 122

Financial Advisor Certification Clients Estate Planning 122

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

WiserAdvisor

JUNE 13, 2025

It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

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 (..)

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Wealth Management Management Business Planning Financial Advisor 179

Workable Wealth

NOVEMBER 11, 2020

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Your coverage level is unique to you and your situation.

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Estate Planning Insurance Financial Planning Planning 52