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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. Your brand always visible.

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Zephyr's Adjusted for Risk: Navigating Independence in Wealth Management

Wealth Management

Zephyr's Ryan Nauman and Sound Income Group's Barry Wheeles discuss the significant trend in the wealth management industry towards independence and the challenges and opportunities it presents.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Joey Corsica & SpotMyPhotos The annual Wealth Management EDGE conference last week in Florida was a whirlwind. Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced action inside. I jotted down quite a few notes that I think are worthy of sharing.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present).

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

The first came in 2018, when he moved from Chicago to Colorado and worked at a husband-and-wife-run advisory that didn’t present a path to equity, partly because of the potential for control of the firm passing to the founders’ children. Instead, he bought out his stake and started his own RIA, CD Wealth Management, based in Dallas. “It

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#FASuccess Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm, With Kevin Leahy

Nerd's Eye View

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.