Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

Planning

Wealth Management

JUNE 23, 2025

Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so.

Assets

Wealth Management

AUGUST 1, 2025

It’s outside of financial planning and estate planning and is a critical need that was unmet by any firm. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Many business owners are unprepared to go through this type of transition or capital event.

Estate Planning

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning

Wealth Management

JUNE 26, 2025

Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Clients

Wealth Management

JULY 31, 2025

Derek Fitteron July 31, 2025 3 Min Read For wealthy families with complex financial lives, protection often starts with trusts, estate plans, and tax-optimized investment strategies. But expensive doesn’t always mean comprehensive—and even elite plans can fail if they don’t align with specific personal needs.

Insurance

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Stock market chart data silhouette Investing Strategies The Promise of Direct Indexing—And the Disconnect Holding It Back The Promise of Direct Indexing—And the Disconnect Holding It Back by Don Cody (..)

Wealth Management

Wealth Management

JULY 31, 2025

Wealth managers will play a considerable role in helping current asset holders plan and facilitate this unprecedented reallocation of wealth. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Wealth Management

JULY 9, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income Fintech by Paige Smith Jul 9, 2025 2 Min Read (..)

Wealth Management

Wealth Management

JULY 31, 2025

She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management

Wealth Management

JULY 28, 2025

Related: Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Another plaintiff’s attorney, Carl Engstrom of Engstrom Lee, noted that total 401(k) plan costs have declined 30% from 2009, when 5500 forms became publicly available, until 2022, with the steepest declines among mega plans, which are the most frequent litigation targets.

Estate Planning

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

Wealth Management

Wealth Management

JULY 3, 2025

Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Wealth Management

JULY 2, 2025

Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.

Distribution

Wealth Management

JULY 17, 2025

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies. Related: Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B

Wealth Management

Wealth Management

JUNE 20, 2025

Each discussed how providing a more holistic approach to distribution-phase planning in their practices can amp up organic growth for advisory firms. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. For all of us on the editorial staff, it was a busy event.

Wealth Management

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. Let’s say your planning tool doesn’t integrate with your CRM. It’s a shift in how we think about data, identity and access. No problem.

Wealth Management

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

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based

Estate Planning

Wealth Management

AUGUST 1, 2025

Related: Osaic Adds $700M Team, Boosting W-2 Model’s Succession Planning Support “Advisors are seeing that we can support them. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B They keep their community, they keep their support model, they keep that leadership team that they love.

Recruitment

Wealth Management

JULY 31, 2025

He is a National “Top 1200 Advisor” (received in 2024) as ranked by Barron’s Magazine, and is ranked as a Small Business Monthly “Best Wealth Managers in St. Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Wealth Management

Wealth Management

JUNE 17, 2025

Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.

Wealth Management

Wealth Management

JULY 10, 2025

Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Accounting

Wealth Management

JUNE 10, 2025

RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.

Wealth Management

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Cetera alternative investments Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models Cetera Launches First in a Planned Line of Alternative Investments Models (..)

Wealth Management

Wealth Management

JULY 15, 2025

Because we are a multi-generational practice, we are uniquely situated to help family-owned businesses with financial planning according to their values, and in the independent space, that area is really dynamic—we can bring in new technology to solve for that, and we can do all sorts of energizing activities.”

Estate Planning

Wealth Management

JULY 30, 2025

Amanda Albright, Maxwell Adler July 30, 2025 2 Min Read (Bloomberg) -- AllianceBernstein LP plans to convert three of its fixed-income mutual funds into exchange-traded funds, underscoring the growing popularity of the lower-cost investment product. Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 30, 2025

401(k) Real Talk Episode 161: July 30, 2025 401(k) Real Talk Episode 161: July 30, 2025 Open and honest conversation about IRA rollovers, the explosion in 401(k) plan formation, the possibility of private equity in DC plans and more. trillion by 2030 [link] Micro market fueling explosion of 401k plan formation [link].

Estate Planning

Wealth Management

JULY 22, 2025

That includes Creative Planning, Mariner, Savant Wealth, Cerity Partners, Hightower, Steward Partners and Corient, to name a few. They’ll combine services, such as investment management and financial planning. This approach can be challenging for some firms but presents significant opportunities for scale and growth.”

Estate Planning

Wealth Management

JULY 31, 2025

Concept of digital social marketing.

Estate Planning

Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.

Wealth Management

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 (..)

Wealth Management

Wealth Management

JUNE 11, 2025

Duran and the industry's self-proclaimed nerd, Michael Kitces, participated in a "Financial Feud" game show where they debated topics such as private equity, succession planning and the value of a brand.

Wealth Management

The Big Picture

APRIL 15, 2025

We’ve already seen consumers begin to freeze travel and spending plans in place. As the Economist magazine observed, this is the biggest economic self-error in a century, it leads to an international realignment. These regional alliances develop, giving them the heft to negotiate regional deals with the U.S.

Economics