Wealth Management

JUNE 11, 2025

CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.

CFP 250

CFP Planning Financial Services Financial Planning 250

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 137

Wealth Management Marketing Marketing Tax Planning 137

Wealth Management

NOVEMBER 19, 2024

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.

Estate Planning 290

Estate Planning Planning Wealth Management Clients 290

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 165

Wealth Management Estate Planning Compliance Management 165

Wealth Management

NOVEMBER 19, 2024

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.

Estate Planning 286

Estate Planning Planning Wealth Management Clients 286

Wealth Management

MAY 27, 2025

Plan sponsors increasingly rely on third-party advisors for 401(k) and 403(b) management, with 88% using independent advisors for fiduciary oversight.

Planning 189

Planning Management 189

Wealth Management

JANUARY 10, 2025

A survey conducted in October by Ocorian found higher-for-longer rates are impacting investment hold period expectations.

Wealth Management 278

Wealth Management Management Planning Investing 278

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

Wealth Management 299

Wealth Management Estate Planning Planning Management 299

Wealth Management

JUNE 11, 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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management 155

Wealth Management Insurance Estate Planning Clients 155

Nerd's Eye View

NOVEMBER 26, 2024

Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. Welcome everyone! Welcome to the 413th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kevin Leahy.

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

Wealth Management

JUNE 16, 2025

Explore how 401(k) plan advisors can build trust with clients through transparency, consistency, and independent due diligence in the face of potential conflicts.

Planning 189

Planning Clients 189

Wealth Management

MAY 29, 2024

Steward Partners' Jim Gold details the major trends in the industry, including the future of hybrid RIAs, the impact of private equity and concerns about succession planning.

Wealth Management 289

Wealth Management Management Planning 289

Wealth Management

FEBRUARY 11, 2025

Steward Partners' Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.

Wealth Management 260

Wealth Management Management Planning 260

Wealth Management

JULY 15, 2024

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

Wealth Management 298

Wealth Management Financial Planning Management Planning 298

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 137

Wealth Management Financial Advisor Management Recruitment 137

Wealth Management

NOVEMBER 14, 2024

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.

Insurance 246

Insurance Wealth Management Management Distribution 246

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Wealth Management

MAY 21, 2025

Minneapolis-based Thrivent aims to expand its advisor workforce by 600 in 2025, addressing industry trends of an aging workforce and demand for purpose-driven advice.

Financial Advisor 263

Financial Advisor Planning 263

Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 277

Wealth Management Management Sales Assets 277

Wealth Management

JANUARY 15, 2025

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are thinking about planning in a different light.

Wealth Management 264

Wealth Management Management Financial Advisor Planning 264

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)

Wealth Management 157

Wealth Management Estate Planning Tax Planning Financial Advisor 157

Wealth Management

JUNE 9, 2025

Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.

Charitable Planning 255

Charitable Planning Clients Planning Financial Advisor 255

Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 259

Wealth Management Management Sales Assets 259

Wealth Management

JUNE 12, 2025

The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax Wealth Management, speaking at the Wealth Management Edge conference this week in Boca Raton, Fla.

Assets 145

Assets Management Wealth Management Risk Management 145

Abnormal Returns

NOVEMBER 4, 2024

awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. theblock.co) iCapital is buying AltExchange.

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Compliance 157

Wealth Management

APRIL 15, 2025

Retirement plan advisor Shane Hansons Viserly hopes to overcome a long-standing growth impediment: Getting advisors the data they need to better connect workplace savers with broader wealth management services.

Wealth Management 181

Wealth Management Management Retirement Planning Retirement 181

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Wealth Management

SEPTEMBER 23, 2024

Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.

Wealth Management 245

Wealth Management Estate Planning Management Planning 245

Wealth Management

MAY 19, 2025

Decoding covered gifts and bequests under the final regulations.

Estate Planning 234

Estate Planning Taxes Planning 234

Wealth Management

AUGUST 14, 2024

Perigon Wealth Management's Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.

Wealth Management 278

Wealth Management Planning Clients Management 278

Wealth Management

NOVEMBER 7, 2024

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Financial Advisor 298

Financial Advisor Wealth Management Planning Management 298

Abnormal Returns

MARCH 31, 2025

(thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. citywire.com) Training A plan to build skills for the first-year associate adviser. 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

Advisor Perspectives

JUNE 4, 2025

The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.

Financial Advisor 119

Financial Advisor Wealth Management Planning Management 119

Abnormal Returns

DECEMBER 2, 2024

(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.

Clients 120

Clients Wealth Management Financial Planner Startup 120

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 277

Financial Planning Wealth Management Education Planning 277

Wealth Management

JUNE 12, 2025

Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania.

Wealth Management 237

Wealth Management Financial Planning Planning Financial Advisor 237