Wealth Management

JULY 1, 2025

SGH Wealth Management's Sam Huszczo discusses the emerging movement of the next generation of financial advisors, the impact of demographic shifts and the growing youth in the industry.

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Wealth Management

JULY 2, 2025

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 They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.

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Wealth Management

MAY 9, 2025

With summer beach reading season approaching, you cant beat these 10 novels centering on wealth managers.

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Wealth Management

JUNE 23, 2025

They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financial advisors for digital asset investment (16%) and decentralized exchanges (10%).

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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 Valhalla, N.Y.

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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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Wealth Management

APRIL 10, 2025

The Kitces Financial Advisor FinTech Solutions Map has nearly tripled in size since 2018, reflecting the rapid growth and evolution of technology solutions in wealth management.

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Wealth Management

MAY 28, 2025

Wealth management firms court Gen Z with AI advisors, but human financial planners retain an edge through soft skills and personalized guidance.

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Wealth Management

JULY 2, 2025

The fund’s proposed fee is 0.22% — cheaper than any existing actively managed high-yield ETFs, data compiled by Bloomberg showed. Related: 14 Investment Must Reads for This Week (July 1, 2025) In addition to JPMorgan Asset Management, Capital Group also unveiled its first actively managed high-yield ETF last week.

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Wealth Management

JUNE 30, 2025

Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.” Natixis, however, will continue to provide direct indexing services to Edward Jones.

Management 153

Management Wealth Management Estate Planning Clients 153

Abnormal Returns

JUNE 30, 2025

kitces.com) Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. podcasts.apple.com) Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther. riabiz.com) Why Vanguard is creating two separate investment management organizations. Jeffrey Brown.

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Wealth Management

JUNE 11, 2025

A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.

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Wealth Management

JUNE 27, 2025

With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

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Wealth Management

JUNE 26, 2025

Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice. Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa.,

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Wealth Management

APRIL 24, 2025

Wellington-Altus Private Wealths Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry.

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Wealth Management

APRIL 11, 2024

JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.

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Nerd's Eye View

NOVEMBER 26, 2024

Welcome to the 413th episode of the Financial Advisor Success Podcast ! Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. Welcome everyone! Read More.

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Wealth Management

JUNE 12, 2025

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.

Assets 146

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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.

Wealth Management 165

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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 The Bordeaux team, led by managing partners Tom Myers and David Murdock, came out of Brownson, Rehmus & Foxworth, a Chicago-headquartered RIA. a suburb of Nashville.

Wealth Management 153

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Wealth Management

JUNE 3, 2025

Abbas Hasan, COO of Pure Financial Advisors, has left the $8 billion RIA backed by Emigrant Partners and Lee Equity Partners.

Financial Advisor 176

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Wealth Management

MAY 21, 2025

Minneapolis-based Thrivent aims to expand its advisor workforce by 600 in 2025, addressing industry trends of an aging workforce and demand for purpose-driven advice.

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Financial Advisor Planning 260

Wealth Management

OCTOBER 9, 2023

This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.

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Financial Advisor Clients Management 337

Wealth Management

JUNE 12, 2025

Discover key insights on maximizing advisory firm value, avoiding common seller mistakes, and navigating M&A deals from industry expert Ted Jenkin.

Financial Advisor 249

Financial Advisor 249

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.

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Wealth Management

JANUARY 15, 2025

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are thinking about planning in a different light.

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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. based registered investment advisor with $1.1 Its affiliate company, Simplex Wealth Management, serves clients with $1 million or more in assets.

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Wealth Management

MAY 23, 2024

So in 2012, he left to launch SteelPeak Wealth with $250 million in AUM. Today, it manages $3 billioon with 20 advisors on the team. After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model.

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Abnormal Returns

NOVEMBER 11, 2024

(podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Why growth is critical to a wealth manager.

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Wealth Management

JUNE 17, 2025

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.

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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 (..)

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Wealth Management

JUNE 25, 2025

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. When people enter something into the system, we want it so that they only have to enter it once.

Wealth Management 153

Wealth Management Estate Planning Financial Advisor Clients 153

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 138

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Wealth Management

SEPTEMBER 27, 2024

Listen as, Brian McLaughlin, President of Orion Advisor Technology, as he explores the innovative tech solutions that empower financial advisors to thrive in today's fast-paced market.

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Wealth Management

JULY 1, 2025

In 2022, Parthenon hired Miles as its chief executive when it bought RSM’s wealth management business and renamed it Choreo. Vest Financial Services, as president. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. But he will focus on taking the RIA into the next phase of growth.

Wealth Management 176

Wealth Management Estate Planning Planning Clients 176

Wealth Management

JUNE 17, 2025

Related: RBC Attracts Three Advisors Totaling $1.1B AUM from UBS In addition to Sandrew, Mariner also named Verne Marble to the role of managing director of Mariner Independent. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement.

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Wealth Management Estate Planning Compliance Planning 168

Wealth Management

JUNE 11, 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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

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