Wealth Management

AUGUST 6, 2025

Related: AI and Ethics: A Double-Edged Sword for Wealth Management The use of AI can expose individuals’ sensitive information to heightened risks. This article is an abbreviated summary of “Artificial Intelligence in Asset and Wealth Management,” which appears in the July/August 2025 issue of Trusts & Estates.

Wealth Management

Wealth Management

JUNE 20, 2025

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.

Wealth Management

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.

Wealth Management

Wealth Management

JUNE 26, 2025

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 (..)

Financial Advisor

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.

Estate Planning

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.

Wealth Management

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. This means financial advisors would be well-served to focus on courting Gen Xers at this pivotal moment in their lives, Horton said.

Financial Advisor

Wealth Management

JULY 2, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

Planning

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

Wealth Management

Wealth Management

AUGUST 8, 2025

The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $1,100,000,000 in brokerage assets as of January 30, 2025. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. In this role, Ms.

Estate Planning

Wealth Management

JULY 18, 2025

Related: Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand “It’s a relationship business,” he said. Instead, he bought out his stake and started his own RIA, CD Wealth Management, based in Dallas. “It You’re building these relationships with the intent to keep them forever.

Estate Planning

Wealth Management

AUGUST 1, 2025

To read just how much AI will rewire wealth management systems, we recommend reading this article by Craig Iskowitz. It’s outside of financial planning and estate planning and is a critical need that was unmet by any firm. Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Wealth Management

JUNE 27, 2025

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 (..)

Estate Planning

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.

Clients

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. Prior to her current role, she was the Executive Editor at Wealth Management Real Estate, which covered the intersection of commercial real estate and institutional investment.

Assets

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.

Wealth Management

Wealth Management

AUGUST 6, 2025

Related: Schwab Expands Roster of No Transaction Fee Mutual Funds 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.

Wealth Management

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 (..)

Wealth Management

Wealth Management

JUNE 27, 2025

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We now Pontera).

Wealth Management

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.

Wealth Management

Wealth Management

AUGUST 5, 2025

Brian Marchiel August 5, 2025 4 Min Read Donny DBM/iStock/Getty Images Plus The unified managed account has undergone a quiet but powerful evolution over the past two decades as managed accounts continue their journey to client centricity. Working toward the UMH has become a top goal for many firms.

Wealth Management

Wealth Management

JULY 31, 2025

When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence Brian Pultman, Founder and CEO of Correct Capital Wealth Management, discusses why he chose independence over taking a wirehouse transition deal. Louis” (received in 2024).

Wealth Management

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based

Estate Planning

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.

Wealth Management

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 a suburb of Nashville.

Wealth Management

Wealth Management

MAY 19, 2025

Decoding covered gifts and bequests under the final regulations.

Estate Planning

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. is joining the trend toward combining wealth management and tax planning by merging with Brookfield, Wis.-based based QBCo Advisory.

Accounting

Wealth Management

AUGUST 6, 2025

Related: Kansas-based Raymond James Team Goes Independent with $2B RIA Vince Fertitta, president of wealth management at Sanctuary Wealth, is also a Merrill alum. Wealth Enhancement Snags $164M Manwaring Wealth Wealth Enhancement, the Minneapolis-based mega RIA with $117.65

Estate Planning

Wealth Management

JULY 28, 2025

Has ERISA Litigation Been Helpful or Harmful?

Estate Planning

Wealth Management

AUGUST 4, 2025

This is happening as the wealth management industry increasingly turns to semi-liquid funds to provide clients with exposure to alternative investments. In February, InvestCloud, a tech provider for the advisory and wealth management market, announced Apollo as a founding partner in InvestCloud’s Private Markets Account Network.

Wealth Management

Wealth Management

JULY 23, 2025

Explore effective estate planning and charitable giving strategies for financial advisors to navigate complex tax policies and help clients maximize wealth.

Estate Planning

Wealth Management

AUGUST 4, 2025

nations vying for wealth management business in the United States. are registered with the Securities and Exchange Commission to conduct wealth management business here. 4, 2025) 11 Investment Must Reads for This Week (Aug. The list is quite top-heavy, with the top two countries having significant market share.

Estate Planning

Wealth Management

JULY 31, 2025

This is happening as the wealth management industry increasingly turns to semi-liquid funds to provide clients with exposure to alternative investments. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines.

Estate Planning

Wealth Management

JULY 15, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment Diversification is SO Back Diversification is SO Back by Ryan Nauman Jul 15, 2025 6 Min Read Wealth Planning Related Topics Estate Planning Financial Planning High Net Worth Insurance (..)

Clients

Wealth Management

AUGUST 5, 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 SS&C Support Platforms SS&C Unifies Wealth Management Platforms Under Black Diamond SS&C Unifies Wealth Management Platforms Under Black (..)

Wealth Management

Wealth Management

AUGUST 1, 2025

Raymond James Practice Mercer Advisors Lands $1.2B

Recruitment

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

Wealth Management