Wealth Management

JUNE 27, 2025

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

Estate Planning 275

Estate Planning Marketing Marketing Wealth Management 275

Wealth Management

JULY 1, 2025

billion in client assets to its independent advisor channel. trillion in client assets across its subsidiaries. EP Wealth Hires Integrations Head From Captrust $32.6B New York Team From Ameriprise Raymond James Adds $1.1B New York Team From Ameriprise The Valhalla, N.Y. The Valhalla, N.Y. Raymond James has about $1.58

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JULY 17, 2025

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies.

Wealth Management 221

Wealth Management Clients Management Estate Planning 221

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. Concept of digital social marketing.

Estate Planning 274

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Wealth Management

JUNE 26, 2025

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

Clients 276

Clients Estate Planning Wealth Management Planning 276

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 has acquired a team in Hawaii overseeing $430 million in client assets.

Planning 165

Planning Wealth Management Estate Planning Clients 165

Wealth Management

JUNE 27, 2025

I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

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 (..)

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

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. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

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.

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. It’s a shift in how we think about data, identity and access. The rise of agentic AI changes that completely.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

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. Concept of digital social marketing.

Accounting 264

Accounting Taxes Estate Planning Wealth Management 264

Abnormal Returns

JUNE 16, 2025

Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. kitces.com) Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire. riabiz.com) How Robinhood ($HOOD) plans to send leads to TradePMR.

Estate Planning 162

Estate Planning Compliance Engineering Retirement 162

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

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

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 247

Financial Planner Financial Advice Retirement Retirement Planning 247

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 179

Estate Planning Wealth Management Planning Clients 179

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.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

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 173

Financial Planner Engineering Clients Taxes 173

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 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

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.

Management 165

Management Wealth Management Estate Planning Clients 165

Abnormal Returns

MARCH 10, 2025

kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. wealthmanagement.com) The number of cash balance plans are on the rise. abnormalreturns.com)

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

JULY 22, 2025

That includes Creative Planning, Mariner, Savant Wealth, Cerity Partners, Hightower, Steward Partners and Corient, to name a few. They’ll combine services, such as investment management and financial planning. This approach can be challenging for some firms but presents significant opportunities for scale and growth.”

Estate Planning 147

Estate Planning Wealth Management Compliance Planning 147

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 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

Wealth Management

JUNE 20, 2025

The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks. Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

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.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

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

Abnormal Returns

JULY 21, 2025

morningstar.com) Frazer Rice talks with Brandon Rains of the Rains Law Firm about the challenges of estate planning. trillion in assets. blogs.cfainstitute.org) Taxes When it comes to tax planning, what you need to know about the BBB. kitces.com) How optimism affects planning for retirement.

Wealth Management 147

Wealth Management Estate Planning Wealth Advisor 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.

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JULY 22, 2025

Related: Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners Wood had previously advised on client assets of about $502 million and said communication and planned moves for those clients were going well so far. As of June, Steward Partners had over $40 billion in total assets, 590 partners, 296 advisors and 73 offices.

Estate Planning 165

Estate Planning Wealth Management Clients Planning 165

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

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

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.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax 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. Concept of digital social marketing.

Media 180

Media Estate Planning Wealth Management Planning 180

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. Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced action inside. For all of us on the editorial staff, it was a busy event.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147