Wealth Management

JUNE 11, 2025

Private market investment providers believe the potential is great, but RIAs are still sorting through how to offer the alternative investments, according to a panel at Wealth Management EDGE.

Management 163

Management Wealth Management Assets Marketing 163

Wealth Management

JANUARY 30, 2025

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.

Wealth Management 229

Wealth Management Assets Management Investing 229

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 169

Wealth Management Engineering Estate Planning Management 169

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government 289

Government Asset Allocation Wealth Management Assets 289

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 289

Wealth Management Asset Allocation Management Retail 289

Wealth Management

OCTOBER 7, 2024

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

Wealth Management 278

Wealth Management Management Assets Investments 278

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 165

Wealth Management Estate Planning Compliance Management 165

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Management Asset Allocation Portfolio 264

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

Wealth Management

JUNE 13, 2025

Three UBS advisors managing $1.1 billion in client assets join RBC Wealth Management, continuing a trend of recent high-profile recruits from competitors.

Recruitment 137

Recruitment Wealth Management Assets Clients 137

Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 277

Wealth Management Management Sales Assets 277

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 (..)

Wealth Management 137

Wealth Management Marketing Marketing Tax Planning 137

Wealth Management

JUNE 5, 2025

VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.

Assets 145

Assets Management Investing Investments 145

The Big Picture

APRIL 4, 2025

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today.

Asset Allocation 147

Asset Allocation Wealth Management Assets Retail 147

Wealth Management

MAY 13, 2024

Advisors will be well-served to get comfortable with the asset class. About a quarter of Americans are already investing in crypto, according to one source.

Wealth Management 291

Wealth Management Management Assets Investing 291

Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 259

Wealth Management Management Sales Assets 259

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 (..)

Wealth Management 137

Wealth Management Financial Advisor Management Recruitment 137

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.

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

Wealth Management 299

Wealth Management Estate Planning Planning Management 299

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 155

Wealth Management Insurance Estate Planning Clients 155

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 299

Assets Investing Investments Portfolio 299

Wealth Management

MAY 28, 2025

The Department of Labor rescinded its 2022 guidance cautioning against cryptocurrency in 401(k) plans, reaffirming a neutral stance on digital assets in retirement accounts.

Retirement 285

Retirement Accounting Assets Planning 285

The Big Picture

MAY 30, 2025

Be sure to check out our Masters in Business next week with Bryon Lake , Goldman Sachs Asset Management Chief Transformation Officer. He designs portfolio solutions and extend Goldman Sachs Asset Managements suite of investment strategies to the worlds leading institutional investors and wealth management clients.

Wealth Management 173

Wealth Management Assets Management Portfolio 173

Nerd's Eye View

JANUARY 9, 2025

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

Financial Advice 228

Financial Advice Asset Allocation Clients Wealth Management 228

Wealth Management

SEPTEMBER 26, 2024

The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.

Assets 275

Assets Marketing Marketing 275

Wealth Management

SEPTEMBER 5, 2024

The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.

Wealth Management 297

Wealth Management Assets Clients Management 297

Wealth Management

JANUARY 16, 2025

Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. More than 100 continuation funds were raised between 2019 and 2021.

Assets 295

Assets 295

Wealth Management

JULY 25, 2024

The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9

Assets 286

Assets Management 286

The Big Picture

APRIL 13, 2025

As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. In the latest edition of more or me, I chat with my friend Eric Golden: I speak My guest today is Barry Ritholtz. In this conversation, Barry shares the origin story and the ideas behind his latest book, “How Not to Invest.”

Wealth Management 182

Wealth Management Assets Management Investing 182

Wealth Management

MAY 21, 2024

The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7

Wealth Management 306

Wealth Management Assets Management 306

Wealth Management

SEPTEMBER 12, 2024

Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.

Recruitment 290

Recruitment Wealth Management Assets Management 290

Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."

Clients 120

Clients Wealth Management Financial Planner Startup 120

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

Assets 274

Assets Clients 274

Wealth Management

JUNE 4, 2025

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.

Assets 169

Assets Consulting Clients Portfolio 169

Wealth Management

MARCH 24, 2025

CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the companys recently launched RIA.

Wealth Management 275

Wealth Management Portfolio Assets Management 275

Wealth Management

MARCH 19, 2024

Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

Wealth Management 304

Wealth Management Communication Assets Management 304

Wealth Management

JUNE 6, 2025

State Street survey reveals growing retail investor appetite for alternative assets, with private equity expected to benefit most from market democratization.

Retail 261

Retail Marketing Marketing Assets 261