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.

Estate Planning 154

Estate Planning Financial Advisor Planning Wealth Management 154

Wealth Management

JULY 16, 2025

Explore the performance, volatility and diversification benefits of private and public infrastructure investments for wealth managers and financial advisors.

Portfolio 247

Portfolio Wealth Management Clients Financial Advisor 247

Wealth Management

JULY 10, 2025

Tony Parr shares Parr McKnight Wealth Management Group's journey at Wells Fargo Private Client Group, and how it leveraged the firm’s independent channels to achieve a “frictionless” launch of its RIA.

Financial Advisor 177

Financial Advisor Wealth Management Clients Management 177

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 136

Wealth Management Management Financial Advisor Estate Planning 136

Wealth Management

JUNE 30, 2025

For financial advisors, there's a delicate balance between leveraging AI-driven marketing tools and maintaining authentic client relationships.

Wealth Management 203

Wealth Management Management Marketing Marketing 203

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 160

Wealth Management Management Financial Advisor Business Planning 160

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.

Financial Advisor 168

Financial Advisor Financial Planner Wealth Management Management 168

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%).

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

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 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JULY 16, 2025

Financial advisors face risks of losing business when clients pass away. Learn how to conduct an internal assessment to retain surviving family members.

Financial Advisor 179

Financial Advisor Clients Planning 179

Wealth Management

MAY 9, 2025

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

Financial Advisor 260

Financial Advisor Wealth Management Management 260

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 235

Wealth Management Financial Advisor Recruitment Management 235

Wealth Management

JULY 24, 2025

Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world.

Financial Advisor 154

Financial Advisor Wealth Management Management 154

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. bestinterest.blog) Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter.

Wealth Management 173

Wealth Management Financial Advisor Management Portfolio 173

Wealth Management

JULY 2, 2025

About the Author Katie Greifeld See more from Katie Greifeld You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news U.S. Active is 10% of ETF assets now — lots of room to grow.” RFG Advisory Launches Suite of Active ETFs $6.5B

Planning 264

Planning Estate Planning Wealth Management Commission 264

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.

Estate Planning 262

Estate Planning Marketing Marketing Wealth Management 262

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.

Financial Advisor 263

Financial Advisor Planning 263

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. He also previously served as editorial director for Waste360.

Wealth Management 221

Wealth Management Estate Planning Compliance Clients 221

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 247

Financial Advisor 247

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 based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial.

Wealth Management 154

Wealth Management Recruitment Estate Planning Financial Advisor 154

Wealth Management

JULY 16, 2025

Power’s annual survey of nearly 3,700 advisors forecasts a pending “talent crisis.“ In addition, LPL’s Commonwealth snags its 12th top satisfaction ranking among independent advisors, and Stifel leads for employee advisors.

Financial Advisor 219

Financial Advisor Retirement 219

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?

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

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.

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

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.,

Clients 274

Clients Estate Planning Wealth Management Planning 274

Nerd's Eye View

JULY 4, 2025

Which will ultimately provide greater tax planning certainty to advisors and their clients for 2025 and beyond (and avoid the year-end rush they faced with the late-December passage of TCJA in 2017).

Financial Planner 219

Financial Planner Taxes Retirement Planning Tax Planning 219

Wealth Management

JULY 10, 2025

Explore the trade-offs between comfort and growth for financial advisors, as the industry landscape evolves and challenges the status quo in 2025.

Financial Advisor 136

Financial Advisor 136

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 168

Wealth Management Estate Planning Planning Clients 168

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 172

Financial Advisor 172

Wealth Management

JULY 18, 2025

Ryan said that, in the current environment, “promises don’t cut it” when offering younger, successful advisors equity. Related: Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand “It’s a relationship business,” he said. You’re building these relationships with the intent to keep them forever.

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Wealth Management

JULY 9, 2025

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.

Wealth Management 170

Wealth Management Estate Planning Business Planning Taxes 170

Wealth Management

JULY 17, 2025

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners.

Financial Advisor 168

Financial Advisor 168

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.

Financial Advice 228

Financial Advice Asset Allocation Clients Wealth Management 228

Abnormal Returns

JULY 14, 2025

youtube.com) Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. rcmalternatives.com) Tyler Howell talks firm building with Dave Sather, founder and CEO of Sather Financial Group. thinkadvisor.com) A Q&A with Pure Financial Advisors CEO Joe Anderson.

Wealth Management 147

Wealth Management Financial Planner Valuation Communication 147

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.

Fee Only 56

Fee Only Financial Advisor Certified Financial Planner Financial Planner 56

Advisor Perspectives

JUNE 4, 2025

The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.

Financial Advisor 119

Financial Advisor Wealth Management Planning Management 119

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 168

Wealth Management Engineering Estate Planning Management 168

Yardley Wealth Management

FEBRUARY 18, 2025

The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. This method ensures that financial obligations and goals are met in a systematic and efficient manner. Benefits of Waterfall Wealth Management Managing significant assets can be complex.

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Wealth Management Management Estate Planning Distribution 52