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 (..)

Wealth Management 196

Wealth Management Management Financial Advisor Clients 196

Wealth Management

JUNE 17, 2025

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. Alex Ortolani , Senior Reporter June 17, 2025 2 Min Read Rob Sandrew (left) and Verne Marble join Mariner. The Overland Park, Kan.-based

Wealth Management 189

Wealth Management Estate Planning Compliance Management 189

Wealth Management

OCTOBER 15, 2023

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

Estate Planning 274

Estate Planning Investments Investing Assets 274

Abnormal Returns

NOVEMBER 6, 2024

morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. podcasts.apple.com) Taxes A year-end tax planning checklist. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estate plan.

Estate Planning 167

Estate Planning Tax Planning Retirement Taxes 167

Wealth Management

JUNE 25, 2025

Direct Indexing: Invesco JY: After evaluating various direct indexing solutions, our investment team decided on Invesco’s 130/30 strategy. But I think as of right now, we feel like Fidelity and Schwab are the big players in the space and feel good about them. As told to senior reporter Alex Ortolani and edited for length and clarity.

Wealth Management 144

Wealth Management Estate Planning Financial Advisor Clients 144

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Ratner Charles L. See more from Charles L.

Wealth Management 162

Wealth Management Insurance Estate Planning Clients 162

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

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

Wealth Management 175

Wealth Management Engineering Estate Planning Management 175

Abnormal Returns

MAY 21, 2025

podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S. savantwealth.com) Investing The time you spend tracking your stock investments, is time you can't spend on other aspects of your life. morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement.

Estate Planning 157

Estate Planning Financial Services Education Retirement 157

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 176

Wealth Management Management Financial Advisor Business Planning 176

Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 256

Estate Planning Banking Financial Advisor Clients 256

Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

Estate Planning 119

Estate Planning Planning Distribution Valuation 119

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

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 147

Wealth Management Marketing Marketing Tax Planning 147

Abnormal Returns

SEPTEMBER 4, 2024

nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition. marketwatch.com) Investing You're never going to turn stocks into a predictable asset.

Estate Planning 261

Estate Planning Retirement Tax Planning Planning 261

Wealth Management

JUNE 12, 2025

Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024.

Assets 162

Assets Management Wealth Management Risk Management 162

Wealth Management

FEBRUARY 21, 2023

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

Estate Planning 246

Estate Planning Taxes Clients Planning 246

Abnormal Returns

DECEMBER 4, 2024

docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. tonyisola.com) How to get more money into a 529 account.

Retirement 144

Retirement Estate Planning Taxes Assets 144

Abnormal Returns

JUNE 5, 2024

(ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. creativeplanning.com) Investing Why index fund investing is so counterintuitive. beyond-wealth.com) How estate planning for blended families can go wrong.

Estate Planning 292

Estate Planning Retirement Planning Accounting 292

Abnormal Returns

SEPTEMBER 9, 2024

kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.' fa-mag.com) How to use the new digital estate planning platforms.

Financial Planner 271

Financial Planner Estate Planning CFP Financial Advice 271

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." (noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." kindnessfp.com) Trusts, 101.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Abnormal Returns

SEPTEMBER 23, 2024

podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. wealthmanagement.com) Why GV invested in Wealth.com. (youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen.

Wealth Management 273

Wealth Management Estate Planning Clients Management 273

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Wealth Management

JUNE 10, 2025

It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. For advisors, this is an important exercise that can provide clarity and set the stage for a strong finish to the year. And the best part?

Wealth Management 147

Wealth Management Financial Advisor Management Recruitment 147

Abnormal Returns

MARCH 4, 2024

investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. (advisorperspectives.com) Practice management Why RIAs need to focus on organic growth.

Recruitment 274

Recruitment Estate Planning Financial Planning Retirement 274

Abnormal Returns

SEPTEMBER 27, 2023

humbledollar.com) Investing How the introduction of the IRA changed how Americans invest. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. marketwatch.com) Why your estate plan should include this letter. thomaskopelman.com) Five risks from a concentrated stock position.

Estate Planning 274

Estate Planning Taxes Insurance Retirement 274

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. 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.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. For more information about estate planning and wealth management services, visit yardleywealth.net and yardleyestate.net. “You’re there as a business leader.”

Estate Planning 52

Estate Planning Communication Planning Wealth Management 52

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JULY 13, 2022

Everything You Should Have Been Taught About Investing In School, But Weren’t." peterlazaroff.com) Estate planning Why you need an estate plan. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?:

Estate Planning 187

Estate Planning Medical Financial Advisor Accounting 187

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. morningstar.com) QLACs are coming to the 401(k) plan. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com)

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Wealth Management

MARCH 15, 2023

The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.

Estate Planning 130

Estate Planning Planning Assets Management 130

Abnormal Returns

JUNE 12, 2024

humbledollar.com) Private equity investments is gaining traction with the HNW crowd. Why you need to plan for it. substack.com) Estate planning for blended families is tricky. (podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. moneytalks101.substack.com)

Asset Allocation 261

Asset Allocation Financial Advisor Estate Planning Retirement 261