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

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. One is training programs and peer groups.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

Wealth Management

Related: M&A Advisory Gladstone Launches $500 RIA Seller Connection Service NFP Buys Wealth and Retirement Firm Levine Group Aon-owned NFP has acquired a former Kestra Holdings-affiliated firm based in Brentwood, Tenn. Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting.

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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

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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. Let’s say your planning tool doesn’t integrate with your CRM. Use Case 2: Agentic AI Between Disconnected Systems Today, most firms are burdened by the tyranny of software silos. No problem.