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

Wealth Management

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

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

Wealth Management

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement.

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$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

In 2022, Parthenon hired Miles as its chief executive when it bought RSM’s wealth management business and renamed it Choreo. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. Most recently, he was serving as head of the wealth management business and chief marketing officer.

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VBL, HDFC Bank, Kaynes Tech and 5 other stocks in which Goldman Sachs acquired stake via Block Deal

Trade Brains

Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. Voltas Voltas Limited is an India-based air conditioning and engineering solutions provider and a project specialist.

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2 Stocks jump after Goldman Sachs, Morgan Stanley and others acquire stake worth up to ₹2,002 Cr

Trade Brains

Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. crores, the share of Azad Engineering Limited has reached an intraday high of Rs. Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. lakh shares.

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

Tobias Financial

Tobias Financial Advisors is registered as an investment advisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.