Wealth Management

JULY 18, 2025

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan.

Estate Planning 261

Estate Planning Wealth Management Planning Clients 261

Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B

Wealth Management 165

Wealth Management Estate Planning Compliance Planning 165

Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Engineering 52

Engineering Planning Financial Planning Financial Advisor 52

Wealth Management

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

Wealth Management 169

Wealth Management Engineering Estate Planning Management 169

Wealth Management

JUNE 20, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

Wealth Management 177

Wealth Management Management Financial Advisor Clients 177

Wealth Management

JULY 15, 2025

The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers. Is a Roth Conversion Worth It for All Clients? In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Estate Planning 169

Estate Planning Wealth Management Planning Clients 169

Wealth Management

JULY 1, 2025

based registered investment advisor with $1.1 Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based Seo and a team of about 10.

Wealth Management 184

Wealth Management Estate Planning Clients Planning 184

Wealth Management

JUNE 20, 2025

I cannot say enough about how well received this last session was by advisors, several of whom came up later to say thanks. It was the same case for the panelists, who included Sheryl O’Connor, the CEO of IncomeConductor , Christine Simone, a partner at Move Health , and Lauren Clough, co-founder and CEO of bQuest.

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Wealth Management Management Financial Advisor Estate Planning 137

Wealth Management

JULY 18, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 1 Min Read Resonant Capital Advisors CEO and President Benjamin Dickey Resonant Capital Advisors, a $2.2 billion registered investment advisor based in Madison, Wis., based QBCo Advisory.

Accounting 257

Accounting Taxes Estate Planning Wealth Management 257

WiserAdvisor

JUNE 27, 2025

Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. What’s the earliest you can retire?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based

Wealth Management 197

Wealth Management Clients Management Estate Planning 197

International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Midstream Marketing

NOVEMBER 8, 2024

Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance. Articles: Discuss topics such as investing, retirement planning, and related subjects.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Wealth Management

JULY 10, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management 155

Wealth Management Estate Planning Clients Planning 155

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 thumbnail Investment ETFs Explained: Innovations, Trends, and the Investment Landscape ETFs Explained: Innovations, Trends, and the Investment Landscape by Ryan Nauman Jun 30, 2025 Wealth Planning Related (..)

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Wealth Management Estate Planning Planning Clients 181

Wealth Management

JUNE 25, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management 155

Wealth Management Estate Planning Financial Advisor Clients 155

Wealth Management

JULY 22, 2025

Diana Britton , Executive Editor , WealthManagement.com July 22, 2025 3 Min Read MicroStockHub/iStock/Getty Images Plus As mergers and acquisitions activity in the registered investment advisor space continues to break records, the RIA channel looks much different than just five years ago.

Estate Planning 155

Estate Planning Wealth Management Compliance Planning 155

WiserAdvisor

JULY 21, 2025

People usually arrive at this conclusion if they have changed jobs or just want better control over their retirement funds. A 401(k) rollover refers to transferring money from one retirement account, such as an old employer’s 401(k), into a new 401(k) or an Individual Retirement Account (IRA). Why consider a rollover?

Retirement 59

Retirement Taxes Accounting Planning 59

Wealth Management

JULY 22, 2025

Wood said he had been considering a move to a registered investment advisor in recent years. “As About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Estate Planning 169

Estate Planning Wealth Management Clients Planning 169

Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. He also emphasized the value of diversification when managing investments. Recently, tariffs implemented by the U.S.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Retirement 52

WiserAdvisor

JULY 7, 2025

Are you thinking about cashing in on your Roth Individual Retirement Account (IRA) early? This article will help you understand the rules around a Roth IRA early withdrawal and walk you through what to consider before tapping into your retirement savings early. And over time, this affects how much you have for retirement.

Planning 40

Planning Retirement Taxes Distribution 40

Trade Brains

JULY 25, 2025

It serves as the Investment Manager to UTI Mutual Fund and is also registered as a Portfolio Manager with SEBI. Through its subsidiaries, the company offers services in alternative investments, offshore funds, and retirement solutions. percent), and global investment firm T. percent), Punjab National Bank (15.09

Assets 52

Assets Management Banking Investing 52

Wealth Management

JULY 23, 2025

Diana Britton , Executive Editor , WealthManagement.com July 23, 2025 2 Min Read Adam Spiegelman Adam Spiegelman, a financial advisor based in Alamo, Calif., with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management.

Estate Planning 155

Estate Planning Wealth Management Valuation Planning 155

Tobias Financial

APRIL 1, 2025

With nearly 10 years of experience working with high-net-worth individuals in the fee-only Registered Investment Advisor space, Chad is dedicated to helping clients navigate complex financial decisions.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

Abnormal Returns

APRIL 28, 2025

rationalreminder.libsyn.com) Custodians Altruist has raised $152 million in a Series F round that values the registered investment advisor custodian at $1.9 obliviousinvestor.com) Clients who are nearing, a year so, retirement have unique needs. riabiz.com) Betterment is moving beyond its original ethos.

Financial Planner 147

Financial Planner Compliance Investment Advisor Consulting 147

Trade Brains

JULY 16, 2025

The company also provides investment and wealth management solutions such as ULIPs, mutual funds, fixed deposits, and equity investments, along with retirement planning through annuities and savings schemes. Investors must therefore exercise due caution while investing or trading in stocks.

Insurance 52

Insurance Financial Services Retirement Planning Healthcare 52

WiserAdvisor

JUNE 26, 2025

Most professionals approaching retirement know they need a plan. Retirement is no longer just about 401(k)s and Social Security. This article is a deep dive into healthcare costs in retirement. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. to 2 times.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Random Roger's Retirement Planning

JANUARY 19, 2025

It generally tilted toward cash between the two, until the end when it quoted an investment advisor who started to extend duration a year ago, unfortunate timing. Barron's looked at the merits of holding cash versus bonds which fits in here very well. The article was fine for the most part.

Investment Advisor 52

Investment Advisor Taxes Clients Investing 52

The Big Picture

MAY 13, 2025

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. And we do, as you know, all of our passively managed products or our managed in-house by our investment management group. Vanguard had to be a really interesting place.

Clients 130

Clients Investing Investments Management 130

NAIFA Advisor Today

MAY 2, 2025

Chris serves as Managing Director of M3 Financial.

Financial Services 52

Financial Services Insurance Investment Advisor Education 52

Tobias Financial

JUNE 23, 2025

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy. We’re here to help support your long-term goals.

Economics 52

Economics Financial Advisor Retirement Retirement Planning 52

Tobias Financial

JULY 21, 2025

If you’re wondering how OBBA might impact your retirement planning, we’re here to help. At Tobias Financial Advisors, we take the time to understand your unique goals and circumstances. Tobias Financial Advisors is registered as an investment advisor with the SEC. read the full article, visit here.

Taxes 52

Taxes Financial Advisor Retirement Planning Wealth Advisor 52

Trade Brains

JUNE 24, 2025

As part of this segment, it also manages food plazas, lounges, retiring rooms, and hotels. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. are their own, and not that of the website or its management.

Government 59

Government Planning Commission Food 59

Wealth Management

JUNE 11, 2025

Related: Wealth Management’s Retirement Crisis Has a Solution: Women At these meetings, women business owners share their experiences, challenges and successes in entrepreneurship, how they work with stakeholders to create actionable solutions and how they can connect with their representatives.

Wealth Management 137

Wealth Management Estate Planning Management Education 137

Wealth Management

APRIL 14, 2023

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

Retirement Planning 162

Retirement Planning Retirement Investment Advisor Planning 162

Advisor Perspectives

FEBRUARY 26, 2024

In the first installment of this series, I pledged to unveil a retirement strategy with such merit that it warrants widespread adoption by the investment advisor community. Let's delve into the compelling case for this approach.

Retirement 98

Retirement Insurance Investment Advisor Investing 98

Carson Wealth

AUGUST 25, 2022

By Craig Lemoine, Director of Consumer Investment Research. How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check.

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Retirement Planning Retirement Planning Certified Financial Planner 98