Wealth Management

MARCH 10, 2025

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

Wealth Management 255

Wealth Management Management 255

Wealth Management

MAY 9, 2025

Several wealth managers announced hires for key positions, including Cetera Investors, Citi Wealth and multi-family offices Parcion and Nordwand.

Wealth Management 164

Wealth Management Marketing Marketing Management 164

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government 289

Government Asset Allocation Wealth Management Assets 289

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm? kitces.com) Why growth is critical to a wealth manager. citywire.com) Advisers The exchange fund is coming to the ETF space.

Wealth Management 157

Wealth Management Estate Planning Tax Planning Financial Advisor 157

Wealth Management

MAY 15, 2025

The five credit union wealth management programs join from CUSO Financial Services, part of Atria Wealth Solutions, which was acquired by LPL Financial last year.

Wealth Management 164

Wealth Management Financial Services Management 164

Wealth Management

MAY 2, 2025

F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.

Wealth Management 164

Wealth Management Management 164

The Big Picture

APRIL 4, 2025

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today. He was recently appointed to the Harvard Management Company Board.

Asset Allocation 147

Asset Allocation Wealth Management Assets Retail 147

Abnormal Returns

MARCH 31, 2025

open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. awealthofcommonsense.com) Everyone wants into the wealth management business and it is attracting new class of entrants.

Wealth Management 144

Wealth Management Financial Advice Portfolio Management Consulting 144

Wealth Management

NOVEMBER 4, 2024

Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.

Wealth Management 348

Wealth Management Marketing Marketing Management 348

Wealth Management

APRIL 25, 2025

Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.

Wealth Management 245

Wealth Management Estate Planning Management Planning 245

The Big Picture

APRIL 13, 2025

As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. In the latest edition of more or me, I chat with my friend Eric Golden: I speak My guest today is Barry Ritholtz. In this conversation, Barry shares the origin story and the ideas behind his latest book, “How Not to Invest.”

Wealth Management 182

Wealth Management Assets Management Investing 182

Wealth Management

MAY 14, 2025

Morningstar's annual fund fee study found average fees dropped only 2 basis points in 2024.

Assets 164

Assets Management 164

Nerd's Eye View

JANUARY 9, 2025

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. 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 229

Financial Advice Asset Allocation Clients Wealth Management 229

Abnormal Returns

MARCH 17, 2025

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Practice management Why 'more AUM' may not always be better for your business. podcasts.apple.com) Advisortech Trust & Will raised another round of capital.

Portfolio 144

Portfolio Wealth Management Clients Management 144

The Big Picture

MAY 3, 2025

We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets under management.

Clients 147

Clients Investments Investing Wealth Advisor 147

Wealth Management

MARCH 17, 2025

Whats next for wealth management technology in 2025? The Oasis Group's John O'Connell discusses wealthtech trends shaping the industry.

Wealth Management 291

Wealth Management Management 291

Wealth Management

MARCH 24, 2025

CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the companys recently launched RIA.

Wealth Management 276

Wealth Management Portfolio Assets Management 276

Wealth Management

MARCH 27, 2025

F2 Strategy co-founder Doug Fritz provides his take on the most important wealth management technology news of the last month.

Wealth Management 278

Wealth Management Management 278

Abnormal Returns

MARCH 3, 2025

kitces.com) Brendan Frazier talks with David Armstrong, President and Co-founder of Monument Wealth Management, about creating better client meetings. Podcasts Michael Kitces talks with Jennifer des Groseilliers, CEO of The Mather Group, about building an effective equity compensation plan.

Compensation Planning 144

Compensation Planning Wealth Management Clients Planning 144

Wealth Management

MARCH 24, 2025

Private Wealth Stewardship is led by CEO Duane Peoples, who is joined by his wife, son and daughter, and takes a faith-based approach to wealth management. Peoples & Co.

Wealth Management 264

Wealth Management Management 264

Wealth Management

MARCH 31, 2025

Though explosion of plan formation may reignite third-party administrators, the wealth management industry is still not even aware they exist or of their value.

Wealth Management 261

Wealth Management Planning Management 261

Wealth Management

MARCH 19, 2025

Syntax is making waves in the wealth management space with its newly launched portfolio creation tool, now actively used by over 110 investment professionals.

Wealth Management 260

Wealth Management Portfolio Management Investing 260

Wealth Management

MARCH 25, 2025

Wealth management firms traditionally work with older clients, for good reasons. However research suggests these firms increasingly risk losing future business to robos, fintechs and non-AUM planners.

Clients 262

Clients Wealth Management Management 262

Wealth Management

MAY 1, 2025

Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners, the second practice to join Indivisible Partners, the RIA launched by former Merrill Lynch executive John Thiel earlier this year.

Wealth Management 231

Wealth Management Management 231

Abnormal Returns

FEBRUARY 24, 2025

citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business. (clientwise.com) Do's and don'ts for training new advisers. wealthmanagement.com) How to set up an internship program. citywire.com) Government Social Security is not rife with fraud.

Wealth Management 144

Wealth Management Retirement Planning Financial Advice Clients 144

Abnormal Returns

APRIL 4, 2025

Money management Shane Parrish talks with Brookfield CEO Bruce Flatt. bloomberg.com) Meb Faber talks with Mark Haefele, Chief Investment Officer of UBS Global Wealth Management. fs.blog) Barry Ritholtz talks with Lisa Shalett, Chief Investment Officer at Morgan Stanley.

Wealth Management 144

Wealth Management Economics Management Investing 144

Wealth Management

APRIL 28, 2025

Nicole Pullen Ross takes on an expanded role in Goldman Sachs' private wealth management division, as the firm combines its New York and Mid-Atlantic regions.

Wealth Management 216

Wealth Management Management 216

The Big Picture

MARCH 25, 2025

Todays guest is Barry Ritholtz, Chairman, and CIO of Ritholtz Wealth Management, which manages over $5.7 Fun chatting with Meb! billion for 3,900 families. His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success.

Investing 130

Investing Investments Wealth Management Management 130

Wealth Management

MAY 1, 2025

Explore how the potential approval of ETF share classes in mutual funds could transform investment options, enhance tax efficiency and reshape wealth management.

Wealth Management 211

Wealth Management Taxes Management Investing 211

Wealth Management

APRIL 23, 2025

Stifel CEO Ron Kruszewski warns that if equity markets remain depressed, it will negatively hit wealth management revenue, but keeps earnings guidance intact for 2025 based on the expectation that markets will stabilize.

Wealth Management 211

Wealth Management Marketing Marketing Management 211

Nerd's Eye View

APRIL 21, 2025

In this guest post, Jason Siperstein, president of Eliot Rose Wealth Management, introduces his firm's innovative ten-meeting process for first-year clients nearing retirement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Nerd's Eye View

APRIL 21, 2025

In this guest post, Jason Siperstein, president of Eliot Rose Wealth Management, introduces his firm's innovative ten-meeting process for first-year clients nearing retirement.

Retirement 130

Retirement Clients Planning Estate Planning 130

The Big Picture

MARCH 13, 2025

He had been on MiB prior, and it was my pleasure to intro it at NYU Stern when it first was published.

Investing 147

Investing Investments Wealth Management Numbers 147

Nerd's Eye View

APRIL 15, 2025

Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome to the 433rd episode of the Financial Advisor Success Podcast ! million U.S. million U.S.

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Abnormal Returns

FEBRUARY 4, 2025

sethlevine.com) Venture capital firm General Catalyst has launched its own wealth management operation, GC Wealth. (fa-mag.com) (ofdollarsanddata.com) Joe Wiggins, "A key element of behaviour change is shifting incentives." behaviouralinvestment.com) Venture capital The venture capital world has split in two.

Wealth Management 157

Wealth Management Media Economy Clients 157

Wealth Management

MARCH 25, 2025

The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.

Investment Advisor 263

Investment Advisor Accounting Investing Investments 263

The Big Picture

APRIL 10, 2025

Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.

Investing 130

Investing Investments Startup Wealth Management 130