Wealth Management
JUNE 23, 2025
Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.
Nerd's Eye View
JUNE 16, 2025
While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
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Wealth Management
JUNE 17, 2025
Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.
Nerd's Eye View
JUNE 3, 2025
Welcome to the 440th episode of the Financial Advisor Success Podcast ! Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households. Welcome everyone!
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Wealth Management
JUNE 10, 2025
Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. These are among the investment must reads we found this week for financial advisors. Congress seems set to open the private markets to retail investors next year, reports Barron’s.
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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