Wealth Management

JUNE 13, 2024

Sources close to the company say the clearing and custody firm has let go of its business consulting group and half a dozen people in its product group, just a week after its annual INSITE conference.

Consulting 290

Consulting 290

Wealth Management

APRIL 29, 2023

USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

Consulting 264

Consulting Retirement Investing Investments 264

Wealth Management

SEPTEMBER 27, 2024

Listen as Marissa Herr, Head of Technology Consulting at Fidelity Investments, share insights on her firm’s dedication to enhancing the client experience.

Wealth Management 264

Wealth Management Management Consulting Clients 264

Wealth Management

SEPTEMBER 12, 2024

The IBD has launched a new tech consulting service, as well as other business solutions related to investment management and talent.

Consulting 255

Consulting Management Investing Investments 255

Wealth Management

SEPTEMBER 12, 2024

Listen as Alexander Matos AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Management Consulting 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Sarah Mulcahy AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Management Consulting 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Dan Zitting AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Management Consulting 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Cor Haekstra AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Management Consulting 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Dan Zitting AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 263

Wealth Management Management Consulting 263

Wealth Management

SEPTEMBER 12, 2024

Listen as Cor Haekstra AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 263

Wealth Management Management Consulting 263

Wealth Management

SEPTEMBER 12, 2024

Listen as Gary Carrai AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 262

Wealth Management Management Consulting 262

Wealth Management

SEPTEMBER 12, 2024

Listen as Sarah Mulcahy AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 262

Wealth Management Management Consulting 262

Wealth Management

SEPTEMBER 12, 2024

Listen as Gary Carrai AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 261

Wealth Management Management Consulting 261

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 235

Consulting 235

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 (..)

Wealth Management 147

Wealth Management Financial Advisor Management Recruitment 147

Wealth Management

APRIL 29, 2025

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

Consulting 165

Consulting Wealth Management Management 165

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

JUNE 11, 2025

But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Wealth Management

OCTOBER 21, 2024

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

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

Abnormal Returns

MARCH 31, 2025

(podcasts.apple.com) Bogumil Baranowski talks family money dynamics with Emily Bouchrad, founder of Blended Families Flourishing and Bouchard Bespoke Consulting. open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. wealthmanagement.com) There are three different flavors of PE investment.

Wealth Management 144

Wealth Management Financial Advice Portfolio Management Consulting 144

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

MARCH 9, 2023

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

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

MAY 1, 2024

Brian Hughes has had a 30-year career in financial services, most recently as founder and president of wealth management consultancy Hughes Growth Strategies.

Wealth Management 289

Wealth Management Financial Services Consulting Management 289

Wealth Management

DECEMBER 12, 2024

Chicago-based Hightowers investment in Dechtman Wealth Management is the firms sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.

Wealth Management 264

Wealth Management Consulting Management Investing 264

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

The Reformed Broker

AUGUST 29, 2022

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

Financial Planner 331

Financial Planner Financial Consultant Wealth Management Financial Advisor 331

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 279

Retirement Retirement Planning Wealth Management Consulting 279

Abnormal Returns

JANUARY 13, 2025

citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) 9 questions for Bob Veres about future of wealth management. (riabiz.com) The biz A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner. 199A deductions. axios.com)

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

The Big Picture

MAY 3, 2025

We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets under management.

Clients 147

Clients Investing Investments Wealth Advisor 147

Wealth Management

MAY 16, 2024

A panel of practice management consultants at the Wealth Management Edge conference discussed why that’s a mistake and what advisors can do to change it. Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business.

Wealth Management 278

Wealth Management Consulting Management 278

Wealth Management

JUNE 5, 2025

RIA and an industry consultant tell an audience at the BNY Pershing INSITE conference why acquiring firms, even in this competitive market, is easier than integrating for long-term growth. The head of a $28.5B

Consulting 189

Consulting Marketing Marketing 189

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

Wealth Management

JUNE 4, 2025

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.

Assets 179

Assets Consulting Clients Portfolio 179