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Business Planning Download Planning 
Wealth Management
JULY 2, 2025
Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.
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Wealth Management
JUNE 26, 2025
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
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Wealth Management
JUNE 27, 2025
Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
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Wealth Management
JULY 8, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)
Wealth Management
JULY 1, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Stock market chart data silhouette Investing Strategies The Promise of Direct Indexing—And the Disconnect Holding It Back The Promise of Direct Indexing—And the Disconnect Holding It Back by Don Cody (..)
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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Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Wealth Management
JULY 9, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income Fintech by Paige Smith Jul 9, 2025 2 Min Read (..)
Wealth Management
JUNE 23, 2025
Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so.
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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
JULY 1, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)
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? expansion with significant support from some large firms.
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
JUNE 17, 2025
Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.
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
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. Let’s say your planning tool doesn’t integrate with your CRM. It’s a shift in how we think about data, identity and access. No problem.
Nerd's Eye View
MARCH 24, 2025
For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!
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Wealth Management
JULY 1, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment ETFs Explained: Innovations, Trends, and the Investment Landscape ETFs Explained: Innovations, Trends, and the Investment Landscape by Ryan Nauman Jun 30, 2025 Wealth Planning Related (..)
Wealth Management
JUNE 11, 2025
Duran and the industry's self-proclaimed nerd, Michael Kitces, participated in a "Financial Feud" game show where they debated topics such as private equity, succession planning and the value of a brand.
Wealth Management
JULY 3, 2025
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 His team was previously with Osaic for 12 years.
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.
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Nerd's Eye View
DECEMBER 24, 2024
And be certain to listen to the end, where Paul shares how advisors can build trust and familiarity with prospects by sending them their book before actually meeting for the first time, why Paul recommends that advisors build a standalone book website that allows visitors to download the book for free in exchange for their name and email address (allowing (..)
Wealth Management
JUNE 30, 2025
Will More Wealth Advisors Gravitate to 401(k) Plans? at Natixis IM, said in a statement.
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Wealth Management
JUNE 10, 2025
RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.
Wealth Management
JUNE 27, 2025
Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
191 
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.”
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Wealth Management
JUNE 20, 2025
For all of us on the editorial staff, it was a busy event. Each discussed how providing a more holistic approach to distribution-phase planning in their practices can amp up organic growth for advisory firms. She noted that while everyone has their own technology already, “there is a power to having a single chassis.”
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
JUNE 11, 2025
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Charles L. Ratner Charles L. See more from Charles L.
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
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
JUNE 12, 2025
Sponsored Content Alternative Investment Summit: Navigating the New Frontier Alternative Investment Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Sponsored Content Boost Impact With Equity Awards Boost Impact With Equity Awards Jun 13, 2025 1 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)
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Nerd's Eye View
FEBRUARY 6, 2023
This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)
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Wealth Management
JUNE 12, 2025
Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania.
Nerd's Eye View
MARCH 25, 2024
In this article, Kitces Managing Editor Sydney Squires shares how the fully virtual Kitces team constructs its biannual team retreats – and how other leaders of virtual teams can also plan and execute a retreat of their own. While a great deal of work is involved in the logistical planning of organizing a retreat (e.g.,
246 
Nerd's Eye View
JULY 25, 2022
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.
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Brown Advisory
JULY 30, 2015
Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Here are some ideas for planning work that you can tackle earlier in the year.
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The Big Picture
MAY 20, 2025
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Then you get a graduate degree from MIT and you go to Harvard Business School. What was the career plan? So it took three years to break even when my business plan had it at one.
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Wealth Management
JUNE 11, 2025
Today, women aren’t just beneficiaries; they’re trustees, fiduciaries and stewards of complex estate plans often involving multigenerational wealth. In my practice representing high-net-worth clients in estate and trust disputes, I often see how expectations, emotional baggage and vague documents can turn estate plans into battlegrounds.
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Steve Sanduski
OCTOBER 1, 2024
Taking on outside capital to shore up succession planning. They hear us from the radio, then they go to the website, then they download something, and then maybe you have a webinar or some other event. I will handle the marketing and business development. You handle the financial planning.” It was terrible.
Clever Girl Finance
JUNE 4, 2023
Whether it’s your side hustle or full-time job , you need to ensure you have a business plan in place, so you cover your costs and turn a profit. Printables are one of the cheapest craft ideas to sell because you create the item, and the person downloads it and prints it! On-demand shirts Who doesn’t love a good T-shirt?!
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Steve Sanduski
JANUARY 16, 2023
Click here to download the Values Clarification Template. How many things will you say “no” to in order to keep space for saying “yes” to your values? Your answer to these questions will help you clarify which values are truly important versus which ones are merely posturing and virtue signaling.
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Steve Sanduski
APRIL 22, 2024
Download your data and get to work in Excel! When you know what your optimal client fee range is you will know which new clients should work with which advisor and whether or not a book of business purchase is a good fit – or perhaps even which part of your business isn’t a good fit. Now it’s your turn.
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Steve Sanduski
JANUARY 5, 2023
And while putting this career planning roadmap in place may not be why you became an advisor, it’s critical if you want to attract and retain top talent. Download my Financial Advisor Career Path to Partnership roadmap for free here. Why the wrong team? Decode your emotions to drive top level performance with Denise Shull.
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