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How Warren Buffett, the 'GOAT' of Investing, Has Influenced RIAs

Wealth Management

From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.

Investing 271
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The Kitces FinTech Map: Charting Wealth Management's Tech Evolution

Wealth Management

The Kitces Financial Advisor FinTech Solutions Map has nearly tripled in size since 2018, reflecting the rapid growth and evolution of technology solutions in wealth management.

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B. Riley Discloses FINRA Exam of Wealth Management Business

Wealth Management

Riley Financial's wealth management arm is under FINRA examination as the firm grapples with advisor departures, a $2 billion debt load, and ongoing regulatory challenges.

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Ten Beach Reads Featuring Financial Advisors

Wealth Management

With summer beach reading season approaching, you cant beat these 10 novels centering on wealth managers.

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What to Look For (And What to Avoid) in UMAs

Wealth Management

The increased popularity of UMAs is being driven by a variety of trends in the wealth management universe.

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RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

Wealth Management

TFO Family Office Partners' Chris Erblich details the purpose-driven evolution of the firm into three entities: a full-service multi-family office, a wealth management firm and a South Dakota public trust company.

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Preserving Autonomy in a Consolidating Wealth Management Landscape

Wealth Management

Advisors can leverage industry consolidation to grow their business while maintaining independence and delivering objective advice to clients.