Maximizing Wealth Management Client Segmentation
Wealth Management
OCTOBER 9, 2024
Navigating client segmentation in wealth management the challenges, benefits, and technological integration driving perspective and best practices.
RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs
Wealth Management
MAY 13, 2025
TFO Family Office Partners' Chris Erblich details the purpose-driven evolution of the firm into three entities: a full-service multi-family office, a wealth management firm and a South Dakota public trust company.
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How Wealth Managers Can Compete With Family Offices for UHNW Clients
Wealth Management
JUNE 7, 2024
According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.
Steering Clients Away From Investing Mistakes
The Big Picture
MAY 3, 2025
Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. billion in assets under management. billion in assets under management. Lots of good advice from the trio. Check it out here.
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Wealth Management EDGE: Clients Are Too Worried About the Economy
Wealth Management
MAY 14, 2024
Despite persistent concerns from clients about the state of the economy, indicators are either fine or improving, according to Cetera Chief Market Strategist Brian Klimke.
Wealth Management EDGE: RIAs Need Organic Growth, Diverse Clientele To Compete In 'Unprecedented' Sellers’ Market
Wealth Management
MAY 13, 2024
Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.
Adviser links: loving clients’ problems
Abnormal Returns
DECEMBER 2, 2024
(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.
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CIA Veteran Brings Geopolitical Intelligence to Wealth Management
Wealth Management
SEPTEMBER 24, 2024
TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.
Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?
Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
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Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement
Nerd's Eye View
APRIL 21, 2025
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
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Optimizing The Planning Process To Address Challenges For Clients Who Are One Year Away From Retirement
Nerd's Eye View
APRIL 21, 2025
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
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Preserving Autonomy in a Consolidating Wealth Management Landscape
Wealth Management
APRIL 3, 2025
Advisors can leverage industry consolidation to grow their business while maintaining independence and delivering objective advice to clients.
Adviser links: losing focus
Abnormal Returns
NOVEMBER 11, 2024
(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm? kitces.com) Why growth is critical to a wealth manager. theirrelevantinvestor.com) How client expectations are changing.
Former CIA Veteran Brings Geopolitical Intelligence to Wealth Management
Wealth Management
SEPTEMBER 24, 2024
TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.
New Research Confirms ‘Age Old’ Problem: How to Advise Younger Clients
Wealth Management
MARCH 25, 2025
Wealth management firms traditionally work with older clients, for good reasons. However research suggests these firms increasingly risk losing future business to robos, fintechs and non-AUM planners.
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Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
Wealth Management
SEPTEMBER 30, 2024
Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
Wealth Management Invest: CAIS’s Brad Walker on Making Alternative Investments Accessible
Wealth Management
APRIL 21, 2025
Discover why independent wealth managers and RIAs increasingly incorporate alts into client portfolios and the innovative trends making this possible.
SEC Charges Pennsylvania Advisor Who Used Client Funds on Country Club Dues
Wealth Management
JANUARY 17, 2025
Mason of Rubicon Wealth Management defrauded at least 13 advisory clients out of more than $20 million, spending it on country club dues and a miniature golf course in New Jersey, the regulator claims.
Clients 264
264 
#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra
Nerd's Eye View
FEBRUARY 18, 2025
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.
Wealth Management Industry Awards: On the Red Carpet with Marissa Herr
Wealth Management
SEPTEMBER 27, 2024
Listen as Marissa Herr, Head of Technology Consulting at Fidelity Investments, share insights on her firm’s dedication to enhancing the client experience.
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
Wealth Management
OCTOBER 7, 2024
Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
Wealth Management Invest: Apollo’s Stephanie Drescher on Bringing Alts to the Wealth Channel
Wealth Management
MARCH 17, 2025
Apollo's Stephanie Drescher details the innovations making private investments more accessible to advisors and their clients.
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Wealth Management
APRIL 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
Sanctuary Attracts $700M Truist Team Focused on International Clients
Wealth Management
JANUARY 8, 2025
Hillguard Wealth Management will join Sanctuary Global and work out of the firms Miami office. Sanctuary President Vince Fertitta said there was a demand for an alternative to the way most banks and wirehouses treat international business.
Advisors Want Clients to Consider History When Assessing Election’s Aftermath
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
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Adviser links: hitting resistance
Abnormal Returns
MARCH 3, 2025
kitces.com) Brendan Frazier talks with David Armstrong, President and Co-founder of Monument Wealth Management, about creating better client meetings. financial-planning.com) How to stay in touch in-between client meetings. crr.bc.edu) What your clients are talking about on the golf course.
Wealth Enhancement Group Acquires $1.3B Hybrid RIA
Wealth Management
SEPTEMBER 5, 2024
The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.
Advisors Tell Clients to ‘Buy the Dip’
Wealth Management
AUGUST 6, 2024
This is an opportunity to show clients why they pay us a fee, to navigate difficult times with a rock steady approach.” Financial advisors view the market correction as a normal course of events and a good buying opportunity. Market volatility is my best friend,” one advisor said.
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CPA Firm Windes Partners With Integrated to Launch Wealth Firm
Wealth Management
NOVEMBER 30, 2023
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
Adviser links: durable portfolios
Abnormal Returns
MARCH 17, 2025
Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your business. citywire.com) FINNY uses AI to identify and message prospects.
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Adviser links: a unique experience
Abnormal Returns
NOVEMBER 18, 2024
kitces.com) Tax planning and wealth management go hand-in-hand. riabiz.com) Advisers Gretchen Halprin, "Staying in regular touch with clients – through thick and thin – is the gold standard for increasing client confidence and building your business." flowfp.com) How to help clients navigate the college application maze.
The Tech Revolution: How AI is Making Financial Advisors More Human
Wealth Management
DECEMBER 17, 2024
Technology is transforming the wealth management industrynot just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.
Adviser links: proactive communication
Abnormal Returns
JANUARY 20, 2025
(podcasts.apple.com) Dan Haylett talks with Susan Latremoille author of"The RichLife Managing Wealth and Purpose, Its Not Just about the Money The Whole Life Approach to Wealth Management." peterlazaroff.com) The biz Charles Schwab ($SCHW) wants your high net worth clients for itself. thinkadvisor.com)
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Adviser links: dissolving structures
Abnormal Returns
FEBRUARY 24, 2025
Podcasts Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book "Wealth in the Key of Life: Finding Your Financial Harmony." morningstar.com) Carl Richards and Michael Kitces on whether a client should take time before coming on as a client. How to do better for clients.
Estate Planning Services Are Becoming Table Stakes
Wealth Management
NOVEMBER 19, 2024
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
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Adviser links: making a mistake
Abnormal Returns
SEPTEMBER 23, 2024
riabiz.com) Fidelity is going to restrict third party access to 401(k) client accounts. on.ft.com) Industry groups are ramping up spending to attract people to wealth management. citywire.com) How Morton Wealth built a practice focused on nextgen clients. kitces.com) The best tool for client retention is trust.
Estate Planning Offerings are Becoming Table Stakes
Wealth Management
NOVEMBER 19, 2024
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
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Focused on the Future: Embracing the Personal in Planning with Beth Bosworth
Wealth Management
AUGUST 14, 2024
Perigon Wealth Management's Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
10 Investment Must Reads for This Week (Nov. 26, 2024)
Wealth Management
NOVEMBER 26, 2024
Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors. Morningstar published its 2025 investment outlook for financial advisors.
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Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
Wealth Management
SEPTEMBER 25, 2024
Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.
Fifteen Creative Client Events for Financial Advisors
Wealth Management
MARCH 28, 2025
Smaller, more intentional gatherings financial advisors hold with clients create opportunities for conversations, introductions and growth.
Adviser links: success rates
Abnormal Returns
JANUARY 13, 2025
(citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. riabiz.com) Advisers Clients are going to assess "success rates" from a Monte Carlo simulation differently. thinkadvisor.com) How technology is helping advisers do their real job - helping clients. 199A deductions.
Member Profile: Ray Smith - A Lifetime of Financial Service and Client Impact
NAIFA Advisor Today
FEBRUARY 4, 2025
He is the founder of Ray Smith Wealth Management and has built a career in the financial services industry that spans over five decades. Despite the shifting industry landscape, Ray's dedication to his clients and his work has remained constant.
How to Combat Client Estate Planning Procrastination
Wealth Management
MARCH 12, 2025
Be proactive about protecting clients and positioning them for whatever happens next.
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