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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.

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Adviser links: loving clients’ problems

Abnormal Returns

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.

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Choosing the Right Business Structure: A Financial Planner’s Guide

Yardley Wealth Management

The post Choosing the Right Business Structure: A Financial Planner’s Guide appeared first on Yardley Wealth Management, LLC. This choice affects taxes, liability, management, and operational flexibility.

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Adviser links: technical skill

Abnormal Returns

cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. Here are 101 action items.

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What is a Financial Plan, and How Do I Make One?

Harness Wealth

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

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Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning

Harness Wealth

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. At Harness, we offer tax advisors a community of tax and wealth managers to help address client needs.

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Transcript: Brian Hamburger

The Big Picture

Now, full disclosure, Ritholtz Wealth Management has been around a decade. With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work. For most of the clients that come to us for startup work, right? BRIAN HAMBURGER, FOUNDER, PRESIDENT & CEO, MARKETCOUNSEL: Thanks, Barry.