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Welcome to the November 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!
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 (..)
David Handler provides insights into the essential role financial advisors play in estateplanning, why it's important to have an estateplan and the importance of communication and education within families about wealth management.
Clients increasingly view estateplanning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estateplanning platform Vanilla.
Clients increasingly view estateplanning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estateplanning platform Vanilla.
Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla.
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth by WealthManagement.com Staff Jun 27, 2025 Wealth Planning (..)
WealthManagement.com Staff June 11, 2025 28 Slides START SLIDESHOW Wealth Management EDGE game show The second day of Wealth Management EDGE on Wednesday included a series of firsts.
Essential estateplanning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS.
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.
For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Investors are most interested in getting advice on risk assessment and risk management strategies from their advisors (50%).
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estateplans work when there are international heirs involved.
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estateplanning purposes. However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly. Read More.
What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estateplanning strategies every individual, regardless of fame, should consider.
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estateplanning strategies every individual, regardless of fame, should consider.
Advisor and author George Stefanou details the estateplanning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.
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