Ten Beach Reads Featuring Financial Advisors
Wealth Management
MAY 9, 2025
With summer beach reading season approaching, you cant beat these 10 novels centering on wealth managers.
The Kitces FinTech Map: Charting Wealth Management's Tech Evolution
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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The Diamond Podcast for Financial Advisors: The Canadian Wealth Management Perspective
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.
Merit Financial Advisors: Using Technology To Fuel Growth
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.
Optimizing AI for Financial Advisors
Wealth Management
OCTOBER 9, 2023
This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
Fifteen Creative Client Events for Financial Advisors
Wealth Management
MARCH 28, 2025
Smaller, more intentional gatherings financial advisors hold with clients create opportunities for conversations, introductions and growth.
The Tech Revolution: How AI is Making Financial Advisors More Human
Wealth Management
DECEMBER 17, 2024
Technology is transforming the wealth management industrynot just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.
Wildfires Prompt Some LA Wealth Managers to Look Beyond Dollars
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.
How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?
Ten Best Books of 2024 for Financial Advisors
Wealth Management
DECEMBER 5, 2024
Memoirs dominate the best business books of 2024 for financial advisors.
Adviser links: losing focus
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.
The Diamond Podcast for Financial Advisors: A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
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.
LPL Adds $345M Lincoln Financial Advisor
Wealth Management
MARCH 12, 2024
based Brian Pflaum decided to evaluate his options when he heard that his broker/dealer, Lincoln Financial Advisors, would sell to Osaic. Birmingham, Ala.-based
Wealth Management Industry Awards: On the Red Carpet with Brian McLaughlin
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.
The Diamond Podcast for Financial Advisors: eMoney's CEO on How to Elevate the Planning Experience
Wealth Management
NOVEMBER 7, 2024
eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.
Vanguard’s Head of Financial Advisor Services to Retire
Wealth Management
DECEMBER 19, 2023
Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan.
TandemGrowth Financial Advisors: Technology As A Force Multiplier
Wealth Management
DECEMBER 15, 2023
Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.
The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025
Wealth Management
DECEMBER 19, 2024
Mindy and Louis Diamonds annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025, including transitions, deals, compensation, private equity, the wirehouse recruiting race and more.
Wealth Management Industry Awards: On the Red Carpet with Martin Tarlie
Wealth Management
OCTOBER 11, 2023
Listen as Martin Tarlie, Director, Product Lead, GMO, discusses how their 2023 Wealthies Initiatives help financial advisors.
Wealth Management Industry Awards: On the Red Carpet with David Warne
Wealth Management
OCTOBER 11, 2023
Listen as David Warne, Executive Director, Head of Strategic Services, Atria Wealth Solutions, discusses how their 2023 Wealthies Initiatives help financial advisors.
How Is AI Helping Financial Advisors Right Now?
Wealth Management
JUNE 5, 2023
This piece was generated by entering the question, "How Is AI Helping Financial Advisors Right Now?" " into Google’s Bard and is presented with no editing.
Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?
Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
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Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy
Wealth Management
FEBRUARY 12, 2025
Ares' Brendan McCurdy discusses how financial advisors navigate the complexities of private equity, private credit, real estate and infrastructure.
How One Private Real Estate Firm is Attempting to Court Financial Advisors
Wealth Management
DECEMBER 18, 2023
CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.
How To Price Subscriptions
Wealth Management
MAY 2, 2025
A practical implementation guide of how financial advisors can implement a subscription payment model to clients beyond just charging the AUM fee.
Merit Financial Advisors Hires Captrust Alum To Steer M&A
Wealth Management
JANUARY 23, 2025
David Wahlen will join Merit Financial Advisors to guide its M&A activity. He joins the firm from a role at Captrust.
The Diamond Podcast for Financial Advisors: An $850M UBS Breakaway Story
Wealth Management
FEBRUARY 8, 2024
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process and more.
Bridging the Estate Planning Gap: Danny Lohrfink, Wealth.com, Discusses How They Empower Financial Advisors
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
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Diamond Podcast for Financial Advisors: How to Achieve Sustainable and Scalabe Growth
Wealth Management
JUNE 27, 2024
Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business.
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
The Diamond Podcast for Financial Advisors: 2023’s Most Valuable Insights
Wealth Management
JANUARY 11, 2024
An annual digest of the year's podcast with financial advisors with hosts Louis Diamond and Jason Diamond
The Diamond Podcast for Financial Advisors: What It Takes to Become a Multi-Million-Dollar Producer
Wealth Management
MAY 15, 2025
Altuis Learning's Dave Mullen shares growth strategies honed from his tenure at Merrill, his three bestselling books and his advisor coaching practice.
Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows
Wealth Management
JANUARY 10, 2025
A survey of DC recordkeepers found a large majority expect to see more financial advisors selling 401(k) plans with less than $5 million in assets.
Artificial Intelligence Will Drive Evolution, Not Extinction, for Financial Advisors
Wealth Management
AUGUST 7, 2023
Wealth management is a relationship-driven business. It takes an experienced financial professional with a keen understanding of behavioral finance to be a successful advisor.
Nine Investment Must Reads for This Week (May 13, 2025)
Wealth Management
MAY 13, 2025
These are among the investment must reads we found this week for financial advisors. Up to $30 billion in mutual fund marketing and distribution fees could be at risk if the SEC approves dual share classes. The Mag Seven stocks have regained momentum in recent weeks, but will that last?
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The Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something Great
Wealth Management
JANUARY 9, 2025
A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors.
Is this chart going up or down?
The Reformed Broker
AUGUST 29, 2022
You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.
How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
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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Bridging the Estate Planning Gap: Danny Lerfling, Wealth.com, Discusses How They Empower Financial Advisors
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
Estate Planning 261
261 
The Diamond Podcast for Financial Advisors: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
Wealth Management
FEBRUARY 1, 2024
What does it take to thrive in the ultra-competitive wealth management world? Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions around serving clients, training their team, building the business and managing investments.
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10 Investment Must Reads for This Week (Nov. 26, 2024)
Wealth Management
NOVEMBER 26, 2024
Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.
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Steering Clients Away From Investing Mistakes
The Big Picture
MAY 3, 2025
We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 Check it out here.
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The Diamond Podcast for Financial Advisors: An Advisor’s Guide to Thinking Through Their Biggest Decision
Wealth Management
SEPTEMBER 12, 2024
created specifically for financial advisors who are looking to optimize their business. Jason Diamond and Mindy Diamond discuss her new book, Should I Stay or Should I Go?,
Diamond Podcast for Financial Advisors: How to Achieve Sustainable and Scalable Growth
Wealth Management
JUNE 27, 2024
Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business.
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