Wealth Management

JULY 2, 2025

trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds. This means financial advisors would be well-served to focus on courting Gen Xers at this pivotal moment in their lives, Horton said.

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Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning 276

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Wealth Management

JUNE 11, 2025

WealthManagement.com Staff June 11, 2025 28 Slides START SLIDESHOW Wealth Management EDGE game show The second day of Wealth Management EDGE on Wednesday included a series of firsts.

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Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS.

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Clients Estate Planning Wealth Management Planning 276

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr.

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Wealth Management

JULY 9, 2025

The list provides a picture of the places with the most growth potential compared to the competition in the wealth management profession. As you might expect, states with higher net worth households, such as New York, Connecticut and Massachusetts, are oversaturated. Click through to see where the biggest opportunities are.

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Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JUNE 23, 2025

For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Prior to her current role, she was the Executive Editor at Wealth Management Real Estate, which covered the intersection of commercial real estate and institutional investment.

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Wealth Management

JULY 18, 2025

Related: Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand “It’s a relationship business,” he said. Instead, he bought out his stake and started his own RIA, CD Wealth Management, based in Dallas. “It You’re building these relationships with the intent to keep them forever.

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Wealth Management

JULY 2, 2025

Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.

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Wealth Management

JUNE 27, 2025

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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Wealth Management Estate Planning Startup Financial Planning 191

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 (..)

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Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JULY 1, 2025

Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

Wealth Management 206

Wealth Management Estate Planning Clients Planning 206

Wealth Management

JULY 3, 2025

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. is joining the trend toward combining wealth management and tax planning by merging with Brookfield, Wis.-based based QBCo Advisory.

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Wealth Management

JULY 1, 2025

He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position.

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Wealth Management Estate Planning Planning Clients 192

Wealth Management

JUNE 25, 2025

Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system. We had to deal with this major fire before figuring out it was no big deal. But that was challenging.

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Wealth Management Estate Planning Financial Advisor Clients 166

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

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Wealth Management Engineering Estate Planning Management 180

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 (..)

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF In addition, NorthRock Partners acquired a Bay Area firm that works with tech employees, and Aon’s NFP brought on a Tennessee-based wealth manager.

Planning 166

Planning Wealth Management Estate Planning Clients 166

Wealth Management

JULY 15, 2025

Leonard Weiss started his career in 1977 at Shearson Hayden & Stone and later worked for firms including Prudential/Wachovia and EF Hutton before founding Weiss Wealth Management Group of Raymond James in 2005. “We Paul Hack started as an advisor in 1969 at Roney & Company, which was acquired by Raymond James.

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Estate Planning Wealth Management Planning Clients 180

Wealth Management

JUNE 30, 2025

Equity Supremacy Ends About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

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Management Wealth Management Estate Planning Clients 166

Wealth Management

JULY 10, 2025

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire’s Channing Olson has been leading the $30 billion RIA’s strategy to revamp its tech stack and processes after a run of M&A.

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Wealth Management Estate Planning Clients Planning 166

Wealth Management

JULY 2, 2025

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.

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Distribution Estate Planning Wealth Management Planning 208

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 (..)

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Wealth Management

JULY 15, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment Diversification is SO Back Diversification is SO Back by Ryan Nauman Jul 15, 2025 6 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)

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Clients Estate Planning Wealth Management Planning 191

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: (..)

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Wealth Management Insurance Estate Planning Clients 166

Wealth Management

JULY 18, 2025

White Jul 18, 2025 1 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Luke Oliver, Head of Strategy at KraneShares Investing Strategies Navigating Investment Challenges with Luke Oliver, KraneShares Navigating Investment (..)

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Wealth Management

JUNE 12, 2025

The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax Wealth Management, speaking at the Wealth Management Edge conference this week in Boca Raton, Fla.

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Wealth Management

JULY 22, 2025

The HENRYs (High Earner, Not Rich Yet) are really being pushed to a sole practitioner financial advisor that is there to invest the money and not be a true wealth manager across the family,” he said. you have to have flexibility in that space to be able to provide best-in-class services, advice, and planning.”

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Estate Planning Wealth Management Clients Planning 130

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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Yardley Wealth Management

SEPTEMBER 3, 2024

The post Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs Starting your own business is an exciting and challenging journey.

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

Yardley Wealth Management

FEBRUARY 11, 2025

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.

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Wealth Management

JULY 18, 2025

See more from Olivia Greer You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 Estate Planning Whats the Status of Jeffrey Epsteins Estate? Whats the Status of Jeffrey Epsteins Estate?

Wealth Management 147

Wealth Management Assets Management Estate Planning 147

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.

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Estate Planning Planning Wealth Management Fiduciary Duty 225

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Wealth Management

JULY 18, 2025

Lipson You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 Estate Planning Whats the Status of Jeffrey Epsteins Estate? Whats the Status of Jeffrey Epsteins Estate?

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Wealth Management

JULY 15, 2025

Zephyr , is an award-winning asset and wealth management software that offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel.

Wealth Management 214

Wealth Management Portfolio Estate Planning Asset Allocation 214