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

Wealth Management

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 Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6

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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

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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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Will More Wealth Advisors Gravitate to 401(k) Plans? Edward Jones has over $50 billion in assets in its UMA business. In April, it announced that private assets would be part of that business. Natixis, however, will continue to provide direct indexing services to Edward Jones.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Work with a wealth advisor to discuss your financial goals and individual risk tolerances.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice. Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries.

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Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically

Steve Sanduski

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Do you have an estate plan?

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What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets

Darrow Wealth Management

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.

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