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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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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

July 9, 2025 23 Slides START SLIDESHOW hudiemm/iStock/Getty Images A big industry focus these days is on organic growth; many stress that if advisors can crack the code and grow their client base, they can gain a competitive edge. New client AUM grew on average 7.5% Where should an advisor look to improve on this?

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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? Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. David Bodamer , Editorial Director , WealthManagement.com June 30, 2025 2 Min Read Jerome Wilson / Alamy Stock Photo St.

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Adviser links: sitting in the middle

Abnormal Returns

Podcasts Michael Batnick talks with John Phoenix, founder and partner at Wealth advisor Growth Network, about RIA M&A. youtube.com) Ben Johnson and Julie Willoughby talk with John West, co-founder of Flat Rock Wealth Partners. riabiz.com) Not every client touchpoint has to be personalized. wealthmanagement.com)

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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Not all advisors are fiduciaries.

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Slow Adoption for Many Reasons

Inside Information

Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was. But a number of readers got back to me with a reality check.