Big Beautiful Bill: What Estate-Planning Steps Make Sense Now?
Wealth Management
JULY 9, 2025
Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for advisors.
Estate Planning Planning Wealth Management 
Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand
Wealth Management
JULY 17, 2025
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based
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Takeaways From Day 1 of Wealth Management EDGE
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 (..)
Zephyr's Adjusted for Risk: The Role of Financial Advisors in Estate Planning
Wealth Management
MAY 27, 2025
David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.
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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos
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 (..)
Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race
Wealth Management
JULY 2, 2025
Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.
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Five Key Provisions of New Tax Law Affecting Estate Planning
Wealth Management
JULY 14, 2025
New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.
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Artificial Intelligence in Asset and Wealth Management
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.
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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses
Wealth Management
JUNE 26, 2025
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors
Wealth Management
JULY 2, 2025
trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion as part of the great wealth transfer over the next 10 years, or about $1.4 trillion annually.
Our Technology Columnist's Takeaways from Wealth Management EDGE
Wealth Management
JUNE 20, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr.
Schwab Expands Roster of No Transaction Fee Mutual Funds
Wealth Management
JULY 8, 2025
About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.
What Can Shakespeare Teach Us About Estate Planning?
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.
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Raymond James Adds $1.1B New York Team From Ameriprise
Wealth Management
JULY 1, 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 Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B
The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim
Wealth Management
JUNE 27, 2025
Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison
Wealth Management
JUNE 26, 2025
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.
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Scenes from Day 2 of Wealth Management EDGE
Wealth Management
JUNE 11, 2025
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.
CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets
Wealth Management
JUNE 23, 2025
For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Only 13% of high-net-worth investors planned to do so.
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10 States with the Most and Least Potential AUM Per Advisor
Wealth Management
JULY 9, 2025
The list provides a picture of the places with the most growth potential compared to the competition in the wealth management profession. As you might expect, states with higher net worth households, such as New York, Connecticut and Massachusetts, are oversaturated. Click through to see where the biggest opportunities are.
Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.
The Digitally Borderless Society Is Coming—And Faster Than We Think
Wealth Management
JULY 2, 2025
Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.
Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF
Wealth Management
JULY 15, 2025
True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B
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Expatriation, Taxes and Estate Planning
Wealth Management
MAY 19, 2025
Decoding covered gifts and bequests under the final regulations.
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Steward Partners Acquires $1.1B Bay Area Firm
Wealth Management
JULY 1, 2025
Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.
Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA
Wealth Management
JULY 3, 2025
California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B
The Power of the Midyear Gut Check
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 (..)
$27B Choreo Taps Former Edelman Exec as CEO
Wealth Management
JULY 1, 2025
He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position.
Why Gen 2 Advisors Are a Flight Risk
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.
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Montis Financial: Creating a Raving Fan Experience
Wealth Management
JUNE 25, 2025
But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Montis Financial: Creating a Raving Fan Experience Montis Financial: Creating a Raving Fan Experience Montis Financial CEO John Yanchek and Chief Operating Officer Judy Weeden discuss revamping the wealthstack for a 30-year-old RIA.
Competitive Advantages For Family Offices In Direct Acquisitions of Private Companies
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.
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Celebrity Estates: Leon Spinks and First-Generation Wealth with George Stefanou
Wealth Management
MAY 27, 2025
Advisor and author George Stefanou details the estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.
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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions
Wealth Management
JULY 10, 2025
Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.
Elevation Points Stakes $1B Raymond James Breakaway
Wealth Management
JULY 15, 2025
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
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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules
Wealth Management
JULY 2, 2025
Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT.
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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA
Wealth Management
JUNE 10, 2025
RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B
Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel
Wealth Management
JUNE 17, 2025
Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.
Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement
Nerd's Eye View
APRIL 21, 2025
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
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Optimizing The Planning Process To Address Challenges For Clients Who Are One Year Away From Retirement
Nerd's Eye View
APRIL 21, 2025
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs
Wealth Management
JUNE 30, 2025
Will More Wealth Advisors Gravitate to 401(k) Plans? at Natixis IM, said in a statement.
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David Geffen Files for Divorce, Has No Prenup
Wealth Management
JUNE 4, 2025
Billionaire David Geffen files for divorce from David Armstrong after less than two years, revealing how estate planning can safeguard wealth.
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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth
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 (..)
SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.
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JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients
Wealth Management
JULY 15, 2025
True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B
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Adviser links: losing focus
Abnormal Returns
NOVEMBER 11, 2024
(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)
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