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The Power of the Midyear Gut Check

Wealth Management

For more information, visit: [link] See more from Louis Diamond You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news The Diamond Podcast for Financial Advisors Dave Mullens Growth Strategies The Diamond Podcast for Financial Advisors: What It Takes to Become (..)

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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions? We view valuation as a snapshot in time instead of recognizing how it evolves over a cycle, driven primarily by changes in investor psychology. Why are we constantly prodded to take action now!

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 10 Min Read The struggle is real. huafires/Creatas Video+/Getty Images Plus Will Brennan has experienced two sides of the advisor succession challenge in his young career.

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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. In that time, it has grown to 22 employees, 539 clients and $2.2 billion in discretionary and non-discretionary assets.

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Bay Area Advisor Departs Commonwealth to Start Own RIA

Wealth Management

Related: Deals & Moves: Merchant Takes Stake in Valuation Firm; Cetera, Ameriprise, LPL Add Teams “No one’s going to tap on my shoulder, send me an email, make a public announcement saying ‘Hey, you’re being absorbed. Spiegelman acknowledged that starting an RIA also brings change, but now they’re in control of their own destiny.

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Transcript: Jonathan Clements

The Big Picture

You, you grow up in, in London, you graduate Cambridge and you start at Euro Money Magazine in, in London. And that’s when I decided to move to New York City and I joined Forbes Magazine as a glorified fact checker and immediately doubled my salary moving from London. I got a piece coming out in the a RP magazine.

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401(k) Record Keepers Facing Existential Moment

Wealth Management

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.