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 276

Clients Estate Planning Wealth Management Planning 276

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 246

Wealth Management Estate Planning Compliance Clients 246

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%).

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Assets Wealth Management Financial Advisor Estate Planning 279

Wealth Management

JULY 2, 2025

About the Author Katie Greifeld See more from Katie Greifeld You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news U.S. Active is 10% of ETF assets now — lots of room to grow.” RFG Advisory Launches Suite of Active ETFs $6.5B

Planning 270

Planning Estate Planning Wealth Management Commission 270

The Big Picture

JULY 16, 2025

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! She joins Barry Ritholtz to discuss what you need to know about planning for retirement. She is the Director of Personal Finance and Retirement Planning at Morningstar.

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Retirement Retirement Planning Portfolio Planning 130

Wealth Management

JULY 17, 2025

Minopoli said that more people, beyond the ultra-wealthy, are looking for financial advisors and accountants who can help them connect the dots between their investments and tax situations. The biggest single expense for retirees is taxes, and they need to think about how to plan for that.”

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Wealth Management Clients Management Estate Planning 221

Wealth Management

JULY 3, 2025

based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JUNE 20, 2025

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 handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Wealth Management Management Financial Advisor Clients 200

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 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JULY 18, 2025

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan.

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Wealth Management

JUNE 27, 2025

Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

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Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JUNE 20, 2025

I cannot say enough about how well received this last session was by advisors, several of whom came up later to say thanks. It was the same case for the panelists, who included Sheryl O’Connor, the CEO of IncomeConductor , Christine Simone, a partner at Move Health , and Lauren Clough, co-founder and CEO of bQuest.

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Wealth Management Management Financial Advisor Estate Planning 147

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 205

Wealth Management Estate Planning Clients Planning 205

Wealth Management

JULY 2, 2025

See more from Anthony M.

Wealth Management 180

Wealth Management Estate Planning Planning Clients 180

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.

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Wealth Management Estate Planning Tax Planning Financial Advisor 162

Wealth Management

JULY 10, 2025

We’re planning on making a selection that moves less toward a generic co-pilot and more toward a specialized RIA financial advisor-specific AI overlay. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

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 256

Wealth Management Management Estate Planning Business Planning 256

Carson Wealth

DECEMBER 20, 2024

You can move these large stock holdings to a DAF, get the tax break, and then use the money to make donations every year through your retirement. Your tax footprint for the year can grow substantially, depending on the size of your retirement accounts. Scott Berryman is a non-registered affiliate of Cetera Advisor Networks, LLC.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Wealth Management

JULY 15, 2025

Related: M&A Advisory Gladstone Launches $500 RIA Seller Connection Service NFP Buys Wealth and Retirement Firm Levine Group Aon-owned NFP has acquired a former Kestra Holdings-affiliated firm based in Brentwood, Tenn. Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting.

Planning 165

Planning Wealth Management Estate Planning Clients 165

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 240

Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JUNE 25, 2025

Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system. But their house was linked to Zillow, and the value had gone down a ton. We had to deal with this major fire before figuring out it was no big deal.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Nerd's Eye View

JULY 15, 2025

Welcome to the 446th episode of the Financial Advisor Success Podcast ! Misty is the owner of Sound View Financial Advisors, an RIA based in Walpole, Massachusetts, that oversees $46 million in assets under management for approximately 100 client households. Welcome everyone! My guest on today's podcast is Misty Lynch.

Financial Advisor 122

Financial Advisor Certification Clients Estate Planning 122

Wealth Management

JULY 18, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Accounting 249

Accounting Taxes Estate Planning Wealth Management 249

Wealth Management

JUNE 30, 2025

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.” Related: Goldman Sachs Adds ‘ETF Look Through’ to Direct Indexing Strategy Edward Jones and Natixis IM have worked together since 2011.

Management 165

Management Wealth Management Estate Planning Clients 165

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 15, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Is a Roth Conversion Worth It for All Clients?

Estate Planning 180

Estate Planning Wealth Management Planning Clients 180

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

JULY 2, 2025

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

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 191

Wealth Management Estate Planning Planning Clients 191

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 Investments Investing Asset Allocation 52

Wealth Management

JUNE 10, 2025

According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group. LifeBridge, which is based in Houston, is led by Managing Director Michael Rudelson and lead financial advisors Selena Krampota and Grayson Palmer.

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Wealth Management

JUNE 11, 2025

In between all the fun and games, the likes of Focus Financial CEO Michael Nathanson, Rise Growth Partners founder Joe Duran, TradePMR President and CEO Robb Baldwin and others took the stage in front of an audience of 1,600 attendees, including 1,000 financial advisors, at The Boca Raton resort in Boca Raton, Fla.

Wealth Management 179

Wealth Management Management Financial Advisor Business Planning 179

Wealth Management

JULY 15, 2025

Related: Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role About the Author Patrick Donachie Senior Reporter, WealthManagement.com Patrick Donachie is a senior reporter for WealthManagement.com , covering federal and state regulation, litigation and M&A deals in financial services.

Clients 191

Clients Estate Planning Wealth Management Planning 191

Wealth Management

JUNE 17, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B

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Wealth Management Estate Planning Compliance Planning 189

Midstream Marketing

DECEMBER 28, 2024

Key Highlights Are you a financial advisor and a business owner looking to stand out? In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors. In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Wealth Management

JUNE 10, 2025

A graduate of the University of Wisconsin-Madison, Armstrong leads WealthManagement.com's editorial direction, ensuring delivery of authoritative, timely, and actionable insights that help financial professionals grow their practices and better serve their clients.

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Wealth Management Marketing Marketing Tax Planning 147

Zoe Financial

JUNE 20, 2025

At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.

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Retirement Planning Retirement Planning Estate Planning 40