The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim
Wealth Management
JUNE 27, 2025
Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
Business Planning Estate Planning Financial Planning 
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses
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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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison
Wealth Management
JUNE 26, 2025
Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
Clients 
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
Takeaways From Day 1 of Wealth Management EDGE
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
CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets
Wealth Management
JUNE 23, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 bitcoin alternative investments Alternative Investments Young Investor Demand for Alternative Assets Is Reshaping Wall Streets Playbook Young Investor Demand for Alternative Assets Is Reshaping Wall (..)
Assets 278
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Increasing Financial Planning Efficiency With A Systematized Annual Process
Nerd's Eye View
NOVEMBER 21, 2022
Which means that on any given workday, advisors might find themselves reviewing one client’s portfolio and another’s estate plan in the morning, and having a meeting with a third client later in the afternoon. With this approach, the advisor can focus on particular planning areas (e.g.,
Montis Financial: Creating a Raving Fan Experience
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.
Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos
Wealth Management
JUNE 20, 2025
His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.
Crisis Management Financial Planning: Preparing for Unexpected Events
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. Estate planning.
Realta Wealth Loses Interim CEO
Wealth Management
JUNE 27, 2025
Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
Estate Planning 165
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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA
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 Bluespring Merges Two Texas-Based Firms to Create $1.4B
Scenes from Day 2 of Wealth Management EDGE
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 Joey Corsica & SpotMyPhotos Industry News & Trends Scenes from Day 2 of Wealth Management EDGE Scenes from Day 2 of Wealth Management EDGE (..)
It’s Crunch Time For Many Policyholders
Wealth Management
JUNE 11, 2025
Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L. Ratner Charles L. See more from Charles L.
Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel
Wealth Management
JUNE 17, 2025
Sponsored Content Alternative Investment Summit: Navigating the New Frontier Alternative Investment Summit: Navigating the New Frontier Apr 11, 2025 Advisor Sentiment Index May 2025 RIA Edge Advisor Sentiment Index: Advisors’ Market Outlook Improves Advisor Sentiment Index: Advisors’ Market Outlook Improves by WealthManagement.com Staff Jun 17, 2025 (..)
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth
Wealth Management
JUNE 10, 2025
But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. Some RIAs can turn volatility into a growth engine.
Our Technology Columnist's Takeaways from Wealth Management EDGE
Wealth Management
JUNE 20, 2025
Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.
The Latest In Financial #AdvisorTech (February 2024)
Nerd's Eye View
FEBRUARY 5, 2024
This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)
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The Power of the Midyear Gut Check
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 (..)
The Latest In Financial #AdvisorTech (April 2023)
Nerd's Eye View
APRIL 3, 2023
million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)
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Altruist Raises $152M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025)
Nerd's Eye View
MAY 5, 2025
This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)
What Are the Best Asset Classes for Active Management?
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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A $300,000 College Tour
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.
Announcing IAR CE From Kitces And The Mid-Year State Of The Blog
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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#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard
Nerd's Eye View
SEPTEMBER 3, 2024
Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.
#FA Success 303: Pivoting From ‘Robo’ Investment Management To Financial Planning In South Africa, With Louis van der Merwe
Nerd's Eye View
OCTOBER 18, 2022
What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)
#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Nerd's Eye View
NOVEMBER 29, 2022
We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)
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#FASuccess Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients, With Nicole Gopoian Wirick
Nerd's Eye View
MAY 6, 2025
What's unique about Nicole, though, is how she hired a branding consultant soon after going out on her own as an independent advisory firm to help her create a unique brand identity that reflects her approach to financial planning, has helped her attract and connect with clients who fit her ideal client persona, and now serves as the filter for evaluating (..)
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The Latest In Financial #AdvisorTech (July 2023)
Nerd's Eye View
JULY 3, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
Estate Planning 246
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Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs
Yardley Wealth Management
SEPTEMBER 3, 2024
Whether you’re driven by a passion for a specific craft or an innovative idea, taking the leap into entrepreneurship requires careful planning and thoughtful consideration. Raine, who turned her passion into a thriving business. Therefore, having a realistic and comprehensive business plan is crucial.
#FASuccess Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde
Nerd's Eye View
JUNE 4, 2024
Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! My guest on today's podcast is Freeman Linde.
Fee Only 130
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#FA Success Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde
Nerd's Eye View
JUNE 4, 2024
Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! My guest on today's podcast is Freeman Linde.
Fee Only 130
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How to Help Women With Blended Family Estate Plans
Wealth Management
JUNE 11, 2025
Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.
Estate Planning 206
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
Wealth Manager vs. Financial Advisor: What’s the Difference?
Carson Wealth
DECEMBER 13, 2022
Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do? A Financial Advisor works with clients.
Master Niche Marketing for Financial Advisors: Expert Tips
Midstream Marketing
NOVEMBER 5, 2024
Understanding Niche Marketing in the Financial Advisory Sector Niche marketing is about directing your marketing efforts to a specific group of people. For financial planning, you might target young professionals in New York City. For example, you can work with new advisors who assist with divorce financial planning.
Harness Tax: Choosing the Right Service for Your Unique Needs
Harness Wealth
FEBRUARY 13, 2023
Aside from actual tax returns, a tax advisor can help you make tax advantaged decisions in key areas like retirement, estate planning, investment management, charitable giving, and small business planning.
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Higher Market Volatility Shines a Light on Buffer ETFs
Wealth Management
JUNE 24, 2025
It’s very much case-by-case and all anchored back to identifying the strategy that’s going to maximize the success for the client’s financial plan.” We have strategies that use the full principal protection outcomes, all the way up to more conservate, high-single digit protection levels that may have a levered upside.
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Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP
Wealth Management
JUNE 11, 2025
During the term of the trust, the Beneficiary shall have the right to make withdrawals with respect to Contributions made to the trust in accordance with the following: Related: How to Help Women With Blended Family Estate Plans A. Terms of Contributions.
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Women Business Owners Group Makes Itself Heard
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: (..)
Transcript: Tom Rampulla
The Big Picture
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.
Clients 280
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401(k) Record Keepers Facing Existential Moment
Wealth Management
JUNE 9, 2025
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