Wealth Management

JULY 1, 2025

She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. EP Wealth Hires Integrations Head From Captrust $32.6B A native of Los Angeles, she now lives in Rocklin, Calif.

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JUNE 27, 2025

With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

Estate Planning 255

Estate Planning Marketing Marketing Wealth Management 255

Wealth Management

JUNE 23, 2025

They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financial advisors for digital asset investment (16%) and decentralized exchanges (10%).

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Wealth Management

JUNE 26, 2025

She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Clients 270

Clients Estate Planning Wealth Management Planning 270

Wealth Management

JULY 8, 2025

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.

Wealth Management 213

Wealth Management Estate Planning Compliance Clients 213

Nerd's Eye View

JUNE 27, 2025

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

Financial Planner 217

Financial Planner Financial Advisor Estate Planning Clients 217

Wealth Management

JULY 3, 2025

Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. Morrison and Ring are joined by Partner and Wealth Advisor Christina Snyder, financial and wealth advisors David Hodnett and Matthew Rodgville, and a six-member operations team.

Wealth Management 152

Wealth Management Recruitment Estate Planning Financial Advisor 152

Wealth Management

JUNE 20, 2025

The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks. Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said.

Wealth Management 167

Wealth Management Management Financial Advisor Clients 167

Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Wealth Management

JULY 9, 2025

Where should an advisor look to improve on this? A recent study by SmartAsset , a service for connecting consumers with financial advisors, highlights the states around the country where advisors might have the most significant opportunities to attract new clients. The company recently ranked 44 U.S.

Wealth Management 163

Wealth Management Estate Planning Business Planning Taxes 163

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

JUNE 27, 2025

I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.

Wealth Management 162

Wealth Management Estate Planning Startup Financial Planning 162

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 174

Estate Planning Portfolio Management Communication Portfolio 174

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. Let’s say your planning tool doesn’t integrate with your CRM. It’s a shift in how we think about data, identity and access. No problem.

Wealth Management 166

Wealth Management Estate Planning Planning Clients 166

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Wealth Management

JULY 10, 2025

We have committed to continuing that, which I think is a little different for RIAs today, to have reporting just for the reporting side and to allow the advisors to deliver on different platforms. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management 152

Wealth Management Estate Planning Clients Planning 152

Wealth Management

JUNE 10, 2025

However, the most fulfilled advisors we work with are those who regularly reconnect with their “why.” Related: The Diamond Podcast for Financial Advisors: What It Takes to Become a Multi-Million-Dollar Producer • Have I defined what success looks like, and am I moving toward it?

Wealth Management 229

Wealth Management Financial Advisor Recruitment Management 229

Wealth Management

JUNE 20, 2025

Each discussed how providing a more holistic approach to distribution-phase planning in their practices can amp up organic growth for advisory firms. Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced action inside. For all of us on the editorial staff, it was a busy event.

Wealth Management 134

Wealth Management Management Financial Advisor Estate Planning 134

Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.

Wealth Management 152

Wealth Management Estate Planning Financial Advisor Clients 152

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

Wealth Management 228

Wealth Management Management Estate Planning Business Planning 228

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor 74

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 74

Wealth Management

JULY 1, 2025

She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.

Wealth Management 176

Wealth Management Estate Planning Clients Planning 176

Abnormal Returns

NOVEMBER 11, 2024

(podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kindnessfp.com) Why it's so easy to lose focus.

Wealth Management 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans? Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financial advisors' capacity to serve more clients more completely.” at Natixis IM, said in a statement.

Management 152

Management Wealth Management Estate Planning Clients 152

Tobias Financial

JUNE 2, 2025

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

Estate Planning 52

Estate Planning Planning Financial Advisor Tax Planning 52

Wealth Management

JULY 15, 2025

Because we are a multi-generational practice, we are uniquely situated to help family-owned businesses with financial planning according to their values, and in the independent space, that area is really dynamic—we can bring in new technology to solve for that, and we can do all sorts of energizing activities.”

Estate Planning 166

Estate Planning Wealth Management Planning Clients 166

Wealth Management

JULY 1, 2025

She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Boston-Area RIA Mercer Acquires $1.1B Boston-Area RIA Jul 1, 2025 Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Wealth Management 177

Wealth Management Estate Planning Planning Clients 177

Midstream Marketing

OCTOBER 30, 2024

Key Highlights A referral program helps financial advisors grow their businesses. Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financial advisors today.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Wealth Management

JULY 2, 2025

Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.

Distribution 172

Distribution Estate Planning Wealth Management Planning 172

FMG

MARCH 6, 2025

Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Wealth Management

JUNE 10, 2025

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group.

Wealth Management 166

Wealth Management Engineering Estate Planning Management 166

WiserAdvisor

JULY 9, 2025

But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money?

Financial Advisor 52

Financial Advisor Investing Investments Asset Allocation 52

Wealth Management

JUNE 17, 2025

Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. At Integrated Partners, Sandrew and the leadership team leaned into a CPA Alliance model, which connected advisors to CPAs for referrals, and vice versa. The Bahnsen Group Names President, CFO $7.5B

Wealth Management 154

Wealth Management Estate Planning Compliance Planning 154

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Tax planning. Diversification.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 134

Wealth Management Marketing Marketing Tax Planning 134