Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Stock market chart data silhouette Investing Strategies The Promise of Direct Indexing—And the Disconnect Holding It Back The Promise of Direct Indexing—And the Disconnect Holding It Back by Don Cody (..)

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

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. One is training programs and peer groups.

Estate Planning 274

Estate Planning Wealth Management Clients Planning 274

Wealth Management

JULY 9, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income Fintech by Paige Smith Jul 9, 2025 2 Min Read (..)

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JULY 17, 2025

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.

Wealth Management 221

Wealth Management Clients Management Estate Planning 221

Wealth Management

JULY 15, 2025

NorthRock was initially backed by Emigrant Partners, but was bought out when insurance holding company Sammons Financial Group purchased a majority stake. 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 27, 2025

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.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JULY 3, 2025

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 California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B His team was previously with Osaic for 12 years.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Wealth Management

JUNE 23, 2025

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Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

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 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JULY 18, 2025

White Jul 18, 2025 1 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Luke Oliver, Head of Strategy at KraneShares Investing Strategies Navigating Investment Challenges with Luke Oliver, KraneShares Navigating Investment (..)

Accounting 264

Accounting Taxes Estate Planning Wealth Management 264

Wealth Management

JULY 2, 2025

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Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Dear Mr. Market

DECEMBER 31, 2024

Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Wealth Management

JULY 15, 2025

Is a Roth Conversion Worth It for All Clients?

Estate Planning 179

Estate Planning Wealth Management Planning Clients 179

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment ETFs Explained: Innovations, Trends, and the Investment Landscape ETFs Explained: Innovations, Trends, and the Investment Landscape by Ryan Nauman Jun 30, 2025 Wealth Planning Related (..)

Wealth Management 191

Wealth Management Estate Planning Planning Clients 191

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

JUNE 20, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Wealth Management

JULY 10, 2025

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Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Wealth Management

JUNE 30, 2025

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Management 165

Management Wealth Management Estate Planning Clients 165

Wealth Management

JULY 15, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment Diversification is SO Back Diversification is SO Back by Ryan Nauman Jul 15, 2025 6 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)

Clients 191

Clients Estate Planning Wealth Management Planning 191

Wealth Management

JUNE 25, 2025

Naomi Win Orion Wealth Management EDGE WealthTech Our Technology Columnists Takeaways from Wealth Management EDGE Tech Takeaways from Wealth Management EDGE Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

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. I cannot say enough about how well received this last session was by advisors, several of whom came up later to say thanks.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JUNE 17, 2025

Sponsored Content Alternative Investment Summit: Navigating the New Frontier Alternative Investment Summit: Navigating the New Frontier Apr 11, 2025 Advisor Sentiment Index May 2025 RIA Edge Advisor Sentiment Index: Advisors’ Market Outlook Improves Advisor Sentiment Index: Advisors’ Market Outlook Improves by WealthManagement.com Staff Jun 17, 2025 (..)

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

MainStreet Financial Planning

JANUARY 23, 2025

Removing items you no longer own and adding new purchases will ensure your inventory is accurate and ready for insurance purposes if needed. Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds.

Estate Planning 92

Estate Planning Budgeting Taxes Insurance 92

Wealth Management

JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

MainStreet Financial Planning

JUNE 17, 2025

These small, intentional moves aren’t just about staying organized in the short term—they also help you protect your long-term financial health, including your ability to continue building toward retirement. Plan Ahead for Seasonal Spending Think about what’s coming: back-to-school shopping, Halloween, Thanksgiving travel, holiday gifts.

Financial Planning 52

Financial Planning Retirement Planning Insurance Coverage 52

Wealth Management

JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Yardley Wealth Management

JANUARY 21, 2025

These professionals help you define clear financial objectives and create actionable plans to achieve them, whether you’re planning to buy a home, save for college, or prepare for retirement. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile.

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Wealth Management

JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Tax planning. Estate planning. Tax planning is crucial.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Workable Wealth

NOVEMBER 11, 2020

Increase (or Get) Life Insurance Life insurance is one of the easiest tasks to forget, yet it’s crucial if you carry significant debt or have dependents who rely on your income. The truth is, everyone who buys life insurance hopes their loved ones never need to use it, but it’s a true safety net for your family.

Estate Planning 52

Estate Planning Insurance Financial Planning Planning 52

WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Yet, many people put it off.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Wealth Management

JULY 22, 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 Mike Wood Steward Partners RIA Steward Partners Snags $500M Advisor From Truist Steward Partners Snags $500M Advisor From Truist by Alex Ortolani (..)

Estate Planning 147

Estate Planning Wealth Management Clients Planning 147

Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Engineering 52

Engineering Planning Financial Planning Financial Advisor 52

Wealth Management

JUNE 11, 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 Joey Corsica & SpotMyPhotos Industry News & Trends Scenes from Day 2 of Wealth Management EDGE Scenes from Day 2 of Wealth Management EDGE (..)

Wealth Management 179

Wealth Management Management Financial Advisor Business Planning 179

Wealth Management

JULY 18, 2025

White Jul 18, 2025 1 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Luke Oliver, Head of Strategy at KraneShares Investing Strategies Navigating Investment Challenges with Luke Oliver, KraneShares Navigating Investment (..)

Media 180

Media Estate Planning Wealth Management Planning 180