Wealth Management

FEBRUARY 7, 2025

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Consulting 231

Consulting 231

Wealth Management

FEBRUARY 21, 2024

Former Nitrogen CEO Aaron Klein has joined the advisor technology consultancy Ezra Group as an executive in residence.

Consulting 288

Consulting 288

Wealth Management

MAY 9, 2025

1280 Financial Partners also comes with institutional consulting capabilities it will offer to other Sanctuary partner firms.

Consulting 264

Consulting 264

Wealth Management

OCTOBER 21, 2024

With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

Consulting 297

Consulting Assets Management 297

Wealth Management

JANUARY 9, 2024

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Consulting 289

Consulting Compliance Marketing Marketing 289

Wealth Management

OCTOBER 28, 2024

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Consulting 279

Consulting Management Wealth Management 279

Wealth Management

APRIL 29, 2025

F2, a wealth management strategy and consulting firm, acquired MD Solutions and now offers wealth technology implementations.

Consulting 161

Consulting Wealth Management Management 161

Wealth Management

MARCH 9, 2023

In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses.

Consulting 264

Consulting Retirement Planning Retirement Planning 264

Wealth Management

DECEMBER 14, 2023

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

Engineering 289

Engineering Retirement Planning Consulting Planning 289

Wealth Management

AUGUST 23, 2024

AI boom increases demand for expertise in compliance, cybersecurity and permissioning; Edward Jones tech milestones; and CHIPS Act-related expansion in Southwest.

Consulting 264

Consulting Compliance 264

Wealth Management

DECEMBER 3, 2024

Co-founder Doug Fritz will become executive chairman of the firm’s board and work with clients and on strategy.

Consulting 264

Consulting Clients 264

Wealth Management

FEBRUARY 20, 2024

Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.

Wealth Management 264

Wealth Management Consulting Management 264

Wealth Management

DECEMBER 10, 2022

Justin Duft, vice president of advanced planning at Commonwealth Financial Network, discusses holistic strategies for deepening client relationships.

Consulting 264

Consulting Clients Planning 264

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. riabiz.com) Why XYPN felt they needed to launch Sapphire.

Risk Tolerance 271

Risk Tolerance Retirement Consulting Financial Planning 271

Wealth Management

JANUARY 25, 2023

Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals.

Assets 299

Assets Consulting Financial Planning Planning 299

Calculated Risk

APRIL 7, 2025

From Manheim Consulting today: Manheim Used Vehicle Value Index Shows Seasonal Decline in March Despite Strong Market Demand Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in March compared to February. This index from Manheim Consulting is based on all completed sales transactions at Manheims U.S.

Consulting 162

Consulting Accounting Sales Marketing 162

Nerd's Eye View

JANUARY 22, 2025

Self-persuasion questions can be integrated throughout the prospecting process, from the initial consultation to the assessment of a prospect's readiness to commit. This approach provides a subtle yet effective way to affirm an advisor's value while maintaining a collaborative, pressure-free dynamic.

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Wealth Management

JUNE 14, 2023

Crafford has resigned as head of business consulting after eight years with the RIA custodian. McGovern was head of technology consulting.

Consulting 328

Consulting 328

Nerd's Eye View

MARCH 10, 2025

These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

Clients 246

Clients Financial Advice Retirement Planning Financial Services 246

Calculated Risk

AUGUST 5, 2022

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease Minimally in July From Seasonal Adjustment Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 0.1% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in July from June.

Consulting 363

Consulting Sales 363

Calculated Risk

NOVEMBER 7, 2022

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Smaller Decline in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in October from September. and is now down 10.6%

Consulting 363

Consulting Sales 363

Calculated Risk

JANUARY 8, 2025

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decreased in December Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in December compared to November. This index from Manheim Consulting is based on all completed sales transactions at Manheims U.S. an increase of 0.4%

Consulting 147

Consulting Sales 147

Abnormal Returns

FEBRUARY 16, 2025

ritholtz.com) Why investors need to consult primary sources. (awealthofcommonsense.com) Want to hedge inflation? Buy stocks. axios.com) The Tesla ($TSLA) backlash is real. wired.com) Too many people confuse speculation for investing. newsletter.rationalwalk.com) Ben Carlson, "The pandemic turned us all into a bunch of degenerate gamblers."

Consulting 176

Consulting Management Investing Investments 176

Wealth Management

AUGUST 23, 2024

Verity Larsen, Founder and CEO of Versoft Consulting, discusses key strategies for a seamless post-deal integration strategy.

Consulting 301

Consulting 301

Calculated Risk

JUNE 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in May Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in May compared to April. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 12.1% from a year ago.

Consulting 297

Consulting Sales 297

Calculated Risk

MAY 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in April compared to March. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 14.0% from a year ago.

Consulting 326

Consulting Sales 326

Wealth Management

FEBRUARY 11, 2025

The consulting firm says the wealth management industry can address the shortage by boosting productivity levels and attracting new talent.

Wealth Management 297

Wealth Management Consulting Management 297

Wealth Management

APRIL 14, 2025

RIAs and consultants discuss the opportunities and perils of furthering organic growth amid volatile markets.

Consulting 285

Consulting Clients Marketing Marketing 285

The Big Picture

FEBRUARY 14, 2025

Be sure to check out our Masters in Business next week with Philipp Carlsson-Szlezak, Global Chief Economist for Boston Consulting Group (BCG); previously, he was Chief Economist at Sanford Bernstein and worked at OECD and McKinsey. All of our earlier podcasts on your favorite pod hosts can be found here.

Investing 174

Investing Investments Portfolio Management Consulting 174

Wealth Management

MAY 5, 2023

We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, NC. A lot can be learned listening to clients’ experiences with financial advisors—good and bad.

Clients 279

Clients Consulting Financial Advisor 279

Wealth Management

SEPTEMBER 26, 2023

Beaman enters the next chapter of her career, which includes a place on Commonwealth’s advisory board and a new executive coaching and consulting business.

Consulting 317

Consulting 317

The Big Picture

MAY 3, 2025

Ritholtz said that the book draws inspiration from leading investment minds such as Charles Ellis, the founder of consulting firm Greenwich Associates and the former chairman of the Yale Endowment, and the late Charlie Munger, a vice chairman at Berkshire Hathaway and Warren Buffetts longtime sidekick. billion in assets under management.

Clients 147

Clients Investing Investments Wealth Advisor 147

Calculated Risk

MARCH 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in February Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in February compared to January. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 13.1%

Consulting 344

Consulting Retail Taxes Economics 344

Wealth Management

FEBRUARY 13, 2025

The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines.

Consulting 283

Consulting Insurance 283

Calculated Risk

SEPTEMBER 9, 2022

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decline Substantially in August Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 4.0% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in August from July. but is up 8.4%

Consulting 306

Consulting Sales 306

Wealth Management

SEPTEMBER 7, 2022

HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.

Retirement Planning 305

Retirement Planning Consulting Retirement Planning 305