Wealth Management

JUNE 10, 2025

The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business. on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients.

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Nerd's Eye View

MARCH 3, 2025

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

Estate Planning 173

Estate Planning Portfolio Management Communication Portfolio 173

Wealth Management

JULY 1, 2025

The RIA serves high-net-worth individuals and families in Northern California with portfolios exceeding $10 million in assets. Advisors who come under the legacy division maintain their brand, while leveraging Steward’s scale, resources and operational support.

Wealth Management 202

Wealth Management Estate Planning Clients Planning 202

Wealth Management

JUNE 20, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

Wealth Management 197

Wealth Management Management Financial Advisor Clients 197

Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system. We couldn’t do that necessarily with eMoney.

Wealth Management 164

Wealth Management Estate Planning Financial Advisor Clients 164

Wealth Management

JUNE 30, 2025

We believe that this integration will further strengthen our competitive advantage by building deeply personalized client portfolios, focusing on what is unique to each client. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

Management 164

Management Wealth Management Estate Planning Clients 164

Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, The screens are simple, clean and raising the most important things to my eyes.’ I have a handful of stories like that. again, is about looking at the full technology stack.

Wealth Management 164

Wealth Management Estate Planning Clients Planning 164

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 146

Wealth Management Marketing Marketing Tax Planning 146

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Given the title, I was at first worried, but her talk was fascinating.

Wealth Management 146

Wealth Management Management Financial Advisor Estate Planning 146

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

Estate Planning 164

Estate Planning Wealth Management Valuation Planning 164

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Estate planning. Create an estate plan.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Wealth Management

JUNE 12, 2025

She’s also a big believer of active in real estate and preferred securities. John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat. Small-cap equities and emerging markets, however, are areas where active management makes sense, she said.

Assets 159

Assets Management Wealth Management Estate Planning 159

Wealth Management

JULY 15, 2025

Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again. The past decade has proven that simply adding foreign investments to a portfolio does not equal diversification.

Wealth Management 211

Wealth Management Portfolio Estate Planning Asset Allocation 211

Wealth Management

JUNE 24, 2025

By buying and selling options on the underlying portfolio, like a structured product, these ETFs promise to let investors realize market gains while still getting protection when they fall. Even institutional investors are buffing up their portfolios. In a recent report, BlackRock projected the space will reach $650 billion by 2030.

Marketing 203

Marketing Marketing Wealth Management Estate Planning 203

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

Estate Planning 228

Estate Planning Wealth Management Assets Fiduciary Duty 228

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Private Equity Is Coming to 401(k) Plans: Will You Be Ready? For more information on merging trusts, see my article in the July/August 2025 issue of Trusts & Estates. Whats the Status of Jeffrey Epsteins Estate?

Estate Planning 221

Estate Planning Wealth Management Taxes Planning 221

Wealth Management

JULY 21, 2025

Coverage areas include SMAs, ETFs, model portfolios and alternative investing. He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today.

Planning 164

Planning Wealth Management Estate Planning Retirement Planning 164

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

Estate Planning 178

Estate Planning Wealth Management Retirement Planning Retirement 178

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

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 247

Estate Planning Clients Media Planning 247

Nerd's Eye View

OCTOBER 18, 2022

We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Carson Wealth

DECEMBER 13, 2022

Advisors are fluent in the world of investments and building wealth but often work with an investment team or committee in creating model portfolios and security selection. These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations.

Wealth Management 52

Wealth Management Financial Advisor Management Certified Financial Planner 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. SOURCE: Brown Advisory The “Planning J-Curve” As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later. Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Clients Startup 52

Midstream Marketing

NOVEMBER 5, 2024

Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estate planning? For instance, if you are working with entrepreneurs, your financial advice should cover business planning, succession strategies, and smart investment ideas for saving on taxes.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

Clients 280

Clients Financial Advisor Taxes Investing 280

Brown Advisory

FEBRUARY 13, 2017

Nontraditional income influences the way we as advisors think about risk and liquidity for the client when investing their portfolio. With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

Nontraditional income influences the way we as advisors think about risk and liquidity for the client when investing their portfolio. With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date.

Clients 52

Clients Portfolio Planning Education 52