Remove Estate Planning Remove License Remove Wealth Management
article thumbnail

Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

Leonard Weiss started his career in 1977 at Shearson Hayden & Stone and later worked for firms including Prudential/Wachovia and EF Hutton before founding Weiss Wealth Management Group of Raymond James in 2005. “We It also specializes in intergenerational wealth transfer, business succession and legacy planning.

article thumbnail

Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.” Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bay Area Advisor Departs Commonwealth to Start Own RIA

Wealth Management

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management. Spiegelman and his team of three had been at Commonwealth Financial Network for the last eight years.

article thumbnail

Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs

Yardley Wealth Management

Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Whether you’re driven by a passion for a specific craft or an innovative idea, taking the leap into entrepreneurship requires careful planning and thoughtful consideration. The post Are You Ready to Start Your Own Business?

article thumbnail

Digital Currencies, Modern Trusteeship and Change

Wealth Management

Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles. in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% President Donald Trump’s Executive Order No.

article thumbnail

Rethinking Trust and Estate Planning For Authors and Artists

Wealth Management

Scott, Charlotte Jones Voiklis July 18, 2025 18 Min Read iStock|Getty Images Traditional estate planning typically involves organizing and distributing an individual’s assets after death in accordance with their wishes and minimizing estate, gift and generation-skipping transfer taxes through tools such as wills, trusts and beneficiary designations.

article thumbnail

Cracks in the Safety Net

Wealth Management

Related: Artificial Intelligence in Asset and Wealth Management Families increasingly report difficulty finding support. 15 Nearly all providers (90%) report an inability to maintain quality standards, and 57% say they struggle to connect families with case managers. 10 Over 550 nursing homes have closed since 2015.