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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

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 Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6

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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

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 (..)

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Artificial Intelligence in Asset and Wealth Management

Wealth Management

Asset managers and family wealth advisors have traveled a long way from their early experiments with ChatGPT. Whats the Status of Jeffrey Epsteins Estate? They’re now beginning to realize the potential of AI to enhance investment decisions, automate operations and deliver personalized client experiences.

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

Wealth Management

Will More Wealth Advisors Gravitate to 401(k) Plans?

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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

For instance, I will contribute an additional $10,000 to my retirement fund this year or I will pay off my $15,000 credit card balance by December 2025. Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. A spending plan isnt about restrictionits about intentionality.

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Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically

Steve Sanduski

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Do you have an estate plan?

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What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets

Darrow Wealth Management

Non-retirement assets like stocks in a brokerage account, inherited home , antiques/art/collectables, or other real estate, are generally eligible for a step-up in cost basis. Retirement accounts and IRAs do not receive a stepped up basis. Explaining the double step-up Yes, depending on how your estate plan is structured.

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