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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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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.

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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 (..)

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$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

Vest Financial Services, as president. 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

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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 (..)

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

Tobias Financial

In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

He has also held senior roles at LPL Financial and Edelman Financial Engines. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement. The Overland Park, Kan.