article thumbnail

Adviser links: bad timing

Abnormal Returns

Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. riabiz.com) How Robinhood ($HOOD) plans to send leads to TradePMR. wealthmanagement.com) Edelman Financial Engines is reportedly for sale. semafor.com) The model portfolio business continues to take share.

article thumbnail

Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1 True North Expands in SF Jul 15, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

article thumbnail

$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position. Related: Mercer Acquires $1.1B Vest Financial Services, as president.

article thumbnail

Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

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 (..)

article thumbnail

Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan

Tobias Financial

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.