The Big Picture

MAY 3, 2025

Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. billion in assets under management.

Clients 147

Clients Investing Investments Wealth Advisor 147

Nerd's Eye View

FEBRUARY 18, 2025

Welcome to the 425th episode of the Financial Advisor Success Podcast ! 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. Welcome everyone!

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Abnormal Returns

JUNE 9, 2025

riabiz.com) Wealth advisors are on notice: inheritors are likely to fire you. How to take your clients without getting sued. kitces.com) Adviser data is both valuable and important. On the challenges of porting it to a different firm. cnbc.com) Meet the financial adviser who doesn't have their own adviser.

Financial Advising 173

Financial Advising Wealth Advisor Retirement Numbers 173

International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. These days, wealth is younger, faster, and more digital than ever – layered with complexities we didn’t even dream of back then. Lets be real for a moment. Clients were all about one thing: performance.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 54

Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

Abnormal Returns

NOVEMBER 18, 2024

Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. kitces.com) Tax planning and wealth management go hand-in-hand. standarddeviationspod.com) Brendan Frazier talks with Doug and Heather Boneparth about the keys to success for a couple.

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor 74

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 74

Darrow Wealth Management

NOVEMBER 7, 2024

In working with your tax professional and investment advisor, make a tax plan that incorporates your diversification goals and considers tax strategies on new exercises. Seriously consider working with a firm like Darrow Wealth Management that specializes in stock option and IPO planning.

Taxes 98

Taxes Wealth Management Wealth Advisor Tax Planning 98

Diamond Consultants

DECEMBER 16, 2024

By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. Option 2: Sell the business to a strategic buyer A quality wealth management business is like the holy grail: everyone wants it.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Nerd's Eye View

MARCH 11, 2025

Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

Financial Advisor 130

Financial Advisor Certification Wealth Advisor Clients 130

Darrow Wealth Management

MARCH 13, 2025

Work with a wealth advisor to discuss your financial goals and individual risk tolerances. Taking profits is a key part of managing concentrated stock positions. Schedule a consultation with a wealth advisor to discuss how we may be able to help you unwind a concentrated holding.

Management 77

Management Taxes Estate Planning Asset Allocation 77

Abnormal Returns

JANUARY 13, 2025

riabiz.com) The biz A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) 9 questions for Bob Veres about future of wealth management. 199A deductions.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Indigo Marketing Agency

OCTOBER 28, 2024

Examples of Past Holiday Messages We’ve Done for Our Clients Unified Wealth Management: Holiday Reflections and Traditions Unified Wealth Management shared a heartfelt holiday video , blending personal stories with professional gratitude. This ensures each recipient feels valued and appreciated on a personal level.

Clients 52

Clients Wealth Advisor Wealth Management Financial Advisor 52

Wealth Management

DECEMBER 3, 2024

These are among the investment must reads we found this week for wealth advisors. Several ETF sponsors have filed to roll out new crypto ETFs that provide some buffer protections to lower the overall risk profile, reports Financial Times.

Investing 264

Investing Investments Wealth Advisor 264

Darrow Wealth Management

JANUARY 16, 2025

Darrow Wealth Management does not provide tax or legal advice. Planning after sudden wealth from an inheritance For help integrating an inheritance into your financial situation, contact a wealth advisor today. Darrow Wealth Management is afee-only financial advisory firmand full-timefiduciary.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Midstream Marketing

JUNE 25, 2025

Google Ads can be one of the most effective lead-generation tools for financial advisors—if used wisely. High-Intent Audience When someone searches “retirement planning help” or “wealth advisor near me,” they’re actively looking. fiduciary advisor near Tampa”). This improves relevance and control.

Financial Advisor 40

Financial Advisor Retirement Planning Budgeting Retirement 40

Wealth Management

JULY 18, 2025

Asset managers and family wealth advisors have traveled a long way from their early experiments with ChatGPT. They’re now beginning to realize the potential of AI to enhance investment decisions, automate operations and deliver personalized client experiences.

Wealth Management 146

Wealth Management Assets Management Estate Planning 146

FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Include Keywords for Discoverability People search Instagram like they do Google, so include keywords like retirement planning, wealth advisor, or student loan help to boost discoverability.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Media 52

FMG

MAY 14, 2025

Sapphire Wealth Management Sapphire Wealth Managements website homepage features interactive links to the resource center that catch attention by flipping as viewers hover over each tile. High Point Capital Group Visitors on your financial advisor website are ultimately looking to answer the question whats in it for me?

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52

Wealth Management

JULY 9, 2025

In the Focused on the Future podcast, Lee Korn discusses Opal Wealth Advisors' approach to client relationships, AI integration and talent development.

Wealth Advisor 146

Wealth Advisor Planning Clients 146

Wealth Management

JUNE 9, 2025

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.

Wealth Management 146

Wealth Management Retirement Planning Assets 146

Wealth Management

DECEMBER 19, 2023

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.

Wealth Management 290

Wealth Management Wealth Advisor Management 290

Wealth Management

SEPTEMBER 29, 2022

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

Wealth Management 289

Wealth Management Wealth Advisor Management Planning 289

Wealth Management

NOVEMBER 30, 2023

We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.

Wealth Management 273

Wealth Management Wealth Advisor Management Portfolio 273

Wealth Management

APRIL 4, 2025

New York-based Holistic Wealth Advisors has launched its own RIA, while California-based Guardtower Financial Services moved to LPLs corporate RIA.

Wealth Advisor 256

Wealth Advisor Financial Services 256

Wealth Management

NOVEMBER 29, 2023

Wealth management should be as well. Money is personal.

Wealth Advisor 299

Wealth Advisor Wealth Management Management 299

Wealth Management

NOVEMBER 7, 2024

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

Wealth Advisor 264

Wealth Advisor Banking 264

Wealth Management

APRIL 24, 2023

Despite some high-profile departures, the bank says the exiting teams accounted for less than 20% of total wealth management assets.

Wealth Advisor 277

Wealth Advisor Wealth Management Accounting Banking 277

Wealth Management

MAY 16, 2023

Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.

Wealth Advisor 263

Wealth Advisor Investing Investments 263

Wealth Management

JULY 20, 2023

Equitable Advisors plans to get there by growing its share of wealth advisors, emphasizing holistic life planning and doubling down on its “supported independence” model.

Wealth Management 246

Wealth Management Wealth Advisor Management Planning 246

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

Investing 290

Investing Investments Wealth Advisor Startup 290

Wealth Management

OCTOBER 23, 2024

The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg and Grant Rawdin hope the initiative will help firms adopt best practices for servicing communities.

Wealth Advisor 277

Wealth Advisor Wealth Management Management 277

Wealth Management

OCTOBER 10, 2023

One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.

Wealth Advisor 289

Wealth Advisor Wealth Management Management 289

Wealth Management

JUNE 11, 2024

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. These are among the investment must reads we found this week for wealth advisors.

Investing 288

Investing Investments Wealth Advisor Wealth Management 288

Wealth Management

JANUARY 8, 2024

The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.

Wealth Advisor 278

Wealth Advisor Retirement Compliance 278

Wealth Management

NOVEMBER 13, 2023

Convergence and the growth of new plans are beyond what RPAs can handle.

Wealth Advisor 316

Wealth Advisor Planning 316

Wealth Management

SEPTEMBER 22, 2023

NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.

Wealth Advisor 287

Wealth Advisor Retirement 287