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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

Those who are in the older cohort for this generation will be more closely aligned with baby boomer preferences, including holding face-to-face meetings with their advisors and receiving detailed quarterly reports on their investments. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

It has become a challenge to keep up with new rollouts.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. Use Case 2: Agentic AI Between Disconnected Systems Today, most firms are burdened by the tyranny of software silos. Agentic AI eliminates this dependency. Let’s say your planning tool doesn’t integrate with your CRM.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

In this episode of the RIA Edge Podcast, Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning, which have far more profound impacts on client outcomes than marginal tweaks to an allocation model or changes in asset managers and investment funds.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Alex Ortolani , Senior Reporter June 17, 2025 2 Min Read Rob Sandrew (left) and Verne Marble join Mariner. The Overland Park, Kan.-based

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4