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Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

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

Wealth Management

There is something to be said for owning your own distribution channel,” he said. Read more about: Tech for Growth Wealth Management EDGE About the Author Davis Janowski Senior Technology Editor, WealthManagement.com Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

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 Wealth Management EDGE.

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Ten Top Dividend Aristocrats

Validea

The majority maintain prudent debt management and produce significant free cash flow, enabling them to sustain dividend distributions even during economic downturns. When markets decline, these companies typically experience smaller price swings compared to the overall S&P 500.

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From Confusion to Clarity: A New Way to Review Your Estate Plan

Tobias Financial

Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming. The software connects with Orion, our portfolio managing software, ensuring that investment assets are automatically included, providing an accurate snapshot of the entire estate.

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NBFC Stock Jumps 7% After Assets Under Management (AUM) Crosses ₹1.5 Lakh Cr

Trade Brains

The shares of Motilal Oswal Financial Services Ltd have seen bullish movement after its subsidiary achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 Its team includes 2,500+ Relationship Managers and 100+ research professionals. are their own, and not that of the website or its management.

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Block Deal: Stock Crashes 8% After FII Offloads 1.9 Cr Shares Worth ₹2,273 Cr

Trade Brains

360 ONE WAM Limited engaged in wealth and asset management services, including financial asset distribution, broking, lending, credit and investment solutions, and asset and portfolio management. are their own, and not that of the website or its management.