Wealth Management

JUNE 17, 2025

Zach Ivey, Savant Wealth Management's CIO, discusses evolving investment landscapes, alternative allocations and educating advisors on private market liquidity at Wealth Management EDGE.

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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

JUNE 30, 2025

For financial advisors, there's a delicate balance between leveraging AI-driven marketing tools and maintaining authentic client relationships.

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Wealth Management Management Marketing Marketing 203

Wealth Management

JUNE 26, 2025

It’s this unique vantage point, and depth of knowledge and empathy, plus a natural ability to “connect the dots” that have earned Jason the trust and respect of the industry’s most sophisticated financial advisors at one of the nation’s leading recruiting and consulting firms.

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Financial Advisor Wealth Management Estate Planning Recruitment 222

Wealth Management

JUNE 12, 2025

Wealth Management EDGE's final day featured RIA leaders discussing growth strategies and client relationships, plus a geopolitical threat simulation for advisors.

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Wealth Management

JUNE 20, 2025

F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.

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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. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.

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Wealth Management Management Financial Advisor Business Planning 160

Wealth Management

JULY 1, 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 Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B

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Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JULY 8, 2025

This robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality,” Jalina Kerr, head of advisor experience for Schwab Advisor Services, said in a statement.

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Wealth Management Estate Planning Compliance Clients 221

Wealth Management

JULY 2, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

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Planning Estate Planning Wealth Management Commission 264

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. They also make up the second biggest client base for financial advisors after baby boomers.

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Financial Advisor Estate Planning Wealth Management Financial Planning 243

Wealth Management

JULY 10, 2025

Tony Parr shares Parr McKnight Wealth Management Group's journey at Wells Fargo Private Client Group, and how it leveraged the firm’s independent channels to achieve a “frictionless” launch of its RIA.

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Financial Advisor Wealth Management Clients Management 177

Wealth Management

JUNE 27, 2025

In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present).

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Estate Planning Marketing Marketing Wealth Management 262

Wealth Management

JULY 18, 2025

One is for G2s to feel empowered, and [two is] for G1s to have the confidence that they can ultimately leave the firm both from a client relationship as well as from an executive standpoint.” Related: Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand “It’s a relationship business,” he said.

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Estate Planning Wealth Management Planning Clients 253

Wealth Management

JULY 24, 2025

Financial advisors who use storytelling to connect emotionally with clients are more successful than those who rely solely on data and statistics.

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Clients Financial Advisor 211

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 235

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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Financial Advice Asset Allocation Clients Wealth Management 228

Nerd's Eye View

JULY 4, 2025

Which will ultimately provide greater tax planning certainty to advisors and their clients for 2025 and beyond (and avoid the year-end rush they faced with the late-December passage of TCJA in 2017).

Financial Planner 219

Financial Planner Taxes Retirement Planning Tax Planning 219

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 Estate Planning Planning Clients 168

Abnormal Returns

JUNE 30, 2025

kitces.com) Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. podcasts.apple.com) Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther. kitces.com) Some straightforward tools to protect elderly clients. Jeffrey Brown.

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Wealth Management Financial Advisor Management Portfolio 173

Wealth Management

JUNE 27, 2025

Among the things I’ve been unable to get to in-depth this week was an integration similar in some ways to that of Jump and RightCapital: a new collaboration between the popular PreciseFP, a client engagement and data-gathering software (today part of Docupace), and AI notetaker Zocks. It has become a challenge to keep up with new rollouts.

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Wealth Management Estate Planning Startup Financial Planning 166

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 Recruitment Estate Planning Financial Advisor 154

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.

Retirement 130

Retirement Clients Planning Estate Planning 130

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.

Retirement 130

Retirement Clients Planning Estate Planning 130

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

JULY 9, 2025

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% in 2023, according to a study by Ensemble Practice and BlackRock.

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Wealth Management Estate Planning Business Planning Taxes 170

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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Assets Wealth Management Financial Advisor Estate Planning 278

Nerd's Eye View

NOVEMBER 26, 2024

Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. Welcome to the 413th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kevin Leahy.

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Wealth Management Financial Advisor Clients Planning 246

Wealth Management

JUNE 9, 2025

Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.

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Charitable Planning Clients Planning Financial Advisor 249

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.

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Wealth Management Estate Planning Clients Planning 180

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 Marketing Marketing Tax Planning 136

Wealth Management

JULY 15, 2025

Patrick Donachie , Senior Reporter , WealthManagement.com July 15, 2025 2 Min Read Kurt Brady / Alamy Stock Photo JPMorgan is urging a Nevada federal court to halt a former advisor’s alleged attempts to entice prior clients to join her at Wells Fargo. JPMorgan is asking for the TRO while the dispute is undergoing FINRA arbitration.

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Clients Estate Planning Wealth Management Planning 166

Wealth Management

JULY 16, 2025

Financial advisors face risks of losing business when clients pass away. Learn how to conduct an internal assessment to retain surviving family members.

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Financial Advisor Clients Planning 179

Wealth Management

JULY 23, 2025

FINRA investigates Morgan Stanley's client screening practices for money laundering risks, focusing on procedures from October 2021 to September 2024.

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Clients 136

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.

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Truemind Capital

APRIL 4, 2025

It helped me learn about the possibilities of AI use in wealth management. Many wealth management outfitsin the US have started using AI in their operations and basic level of advice. However, there is a strong scope for AI to replace many wealth managers. appeared first on Investment Blog.

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Wealth Management Management Asset Allocation Investing 59

Abnormal Returns

JULY 14, 2025

Podcasts Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. youtube.com) Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. billion valuation.

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Wealth Management Financial Planner Valuation Communication 147