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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 WealthManagement EDGE 2025 Industry News & Trends Scenes From Day 1 of WealthManagement EDGE 2025 Scenes From Day 1 of WealthManagement EDGE (..)
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealthmanagement. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.
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Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at WealthManagement EDGE. Number 8860726.
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Number 8860726. Securities and Exchange Commission seal ETFs 14 Investment Must Reads for This Week (July 1, 2025) 14 Investment Must Reads for This Week (July 1, 2025) Jul 1, 2025 RFG President and CIO Rick Wedell ETFs $6.5B RFG Advisory Launches Suite of Active ETFs $6.5B
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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. Number 8860726.
Mason, who ran Rubicon WealthManagement, a registered investment advisor in Gladwyne, Pa., Number 8860726. Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS.
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 Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.
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 WealthManagement Real Estate, which covered the intersection of commercial real estate and institutional investment.
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According to the ACA Group, the emails purport to be from SEC Chief Information Officer David Button and ask for advisors to confirm their emails (likely in an attempt to build trust for future scamming attempts).
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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Number 8860726. It was this confluence of things,” Brown said.
The list provides a picture of the places with the most growth potential compared to the competition in the wealthmanagement profession. Number 8860726. As you might expect, states with higher net worth households, such as New York, Connecticut and Massachusetts, are oversaturated.
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Mariner launched its independent channel in 2020, offering back-office support, practice management, marketing, investment and compliance to affiliated advisors. Number 8860726. He has also held senior roles at LPL Financial and Edelman Financial Engines. The Overland Park, Kan.-based
Bay Area Firm Consilium WealthManagement joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium WealthManagement joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Number 8860726.
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 WealthManagement EDGE 2025 Industry News & Trends Scenes From Day 1 of WealthManagement EDGE 2025 Scenes From Day 1 of WealthManagement EDGE (..)
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The group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.
These are the biggest fish in their respective ponds, each having leveraged size to solidify their standing in a rapidly evolving wealthmanagement industry. Compliance Built for the Masses With a large advisor base, firms often manage risk to the lowest common denominator.
In 2022, Parthenon hired Miles as its chief executive when it bought RSM’s wealthmanagement business and renamed it Choreo. Most recently, he was serving as head of the wealthmanagement business and chief marketing officer. Number 8860726. Boston-Area RIA Mercer Acquires $1.1B Vest Financial Services, as president.
awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealthmanagement with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. theblock.co) iCapital is buying AltExchange.
True North Expands in SF In addition, NorthRock Partners acquired a Bay Area firm that works with tech employees, and Aon’s NFP brought on a Tennessee-based wealthmanager. Levine Group will join NFP, which does wealthmanagement, retirement plan advice, insurance and benefits consulting. Number 8860726.
They’re really building out these full-service wealthmanagement businesses that are client-centric, built on giving advisors more tools to help them grow.” They take different approaches, such as having recommended or approved lists, building models internally or partnering with third-party model providers or asset managers.
Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of WealthManagement We are in the process of moving over to Orion’s portal system. Number 8860726. We had to deal with this major fire before figuring out it was no big deal. But that was challenging.
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youtube.com) Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer. Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. kitces.com) Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire.
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The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax WealthManagement, speaking at the WealthManagement Edge conference this week in Boca Raton, Fla.
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Compliance Challenges and Common Philanthropic Pitfalls Weve said, but it bears repeating, that philanthropic planning can be complex, especially when the amounts involved are substantial. Working with an Advisor to Stay Compliant Today, philanthropy is an important part of private wealthmanagement for many individuals and families.
The HENRYs (High Earner, Not Rich Yet) are really being pushed to a sole practitioner financial advisor that is there to invest the money and not be a true wealthmanager across the family,” he said. billion Consilium WealthManagement in Danville, Calif. Number 8860726.
He is among a handful of trusts & estates attorneys featured in the top tier in Chambers USA: America's Leading Lawyers for Business in the WealthManagement category, is listed in The Best Lawyers in America and is recognized as an "Illinois Super Lawyer" by Super Lawyers magazine. Number 8860726.
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