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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Nerd's Eye View

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. My guest on today's podcast is Sebastian Guerra.

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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

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 (..)

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

Wealth Management

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 Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6

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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Will More Wealth Advisors Gravitate to 401(k) Plans? at Natixis IM, said in a statement.

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401(k) Record Keepers Facing Existential Moment

Wealth Management

Convergence of wealth, retirement and benefits at the workplace 3. Explosion of plan formation 4. Partners including: advisors (RPAs, aggregators, wealth advisors and broker/dealers); plan sponsors; participants; asset managers. Plan design and investments 7. Consolidation industry-wide 5.

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Artificial Intelligence in Asset and Wealth Management

Wealth Management

Asset managers and family wealth advisors have traveled a long way from their early experiments with ChatGPT. Concept of digital social marketing. They’re now beginning to realize the potential of AI to enhance investment decisions, automate operations and deliver personalized client experiences.

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From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

Nerd's Eye View

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.