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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 Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 billion AUM RIA in Menlo Park, Calif., a suburb of Nashville.

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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Nerd's Eye View

Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone! Read More.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

Where should an advisor look to improve on this? A recent study by SmartAsset , a service for connecting consumers with financial advisors, highlights the states around the country where advisors might have the most significant opportunities to attract new clients. The company recently ranked 44 U.S.

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#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.

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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? Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financial advisors' capacity to serve more clients more completely.” He also previously served as editorial director for Waste360.

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

Zoe Financial

Example : Set up an automatic transfer to your savings account after every paycheck or schedule monthly check-ins with your financial advisor. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. Revisit your plan after major life events or annually to reflect changing circumstances.