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 147

Wealth Management Financial Advice Portfolio Management Consulting 147

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

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 183

Wealth Management Assets Management Investing 183

Wealth Management

FEBRUARY 11, 2025

The consulting firm says the wealth management industry can address the shortage by boosting productivity levels and attracting new talent.

Wealth Management 295

Wealth Management Consulting Management 295

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 228

Financial Advice Asset Allocation Clients Wealth Management 228

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 220

Wealth Management Estate Planning Management Planning 220

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 290

Wealth Management Management 290

Abnormal Returns

MARCH 17, 2025

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your business. podcasts.apple.com) Advisortech Trust & Will raised another round of capital.

Portfolio 147

Portfolio Wealth Management Clients Management 147

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 147

Compensation Planning Wealth Management Clients Planning 147

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

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

Abnormal Returns

JANUARY 13, 2025

kitces.com) 9 questions for Bob Veres about future of wealth management. (advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. morningstar.com) Financial advisers are warming to crypto.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Abnormal Returns

APRIL 4, 2025

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. podcasts.apple.com) David Senra looks for lessons in the rise of Ken Griffin, founder of Citadel.

Wealth Management 147

Wealth Management Economics Management Investing 147

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 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

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

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 147

Wealth Management Retirement Planning Financial Advice Clients 147

Wealth Management

MARCH 18, 2025

Merits Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.

Wealth Management 252

Wealth Management Financial Advisor Planning Management 252

Wealth Management

MARCH 14, 2025

Silverleaf Wealth Management, which is affiliated with Gladstone Wealth Partners, a large enterprise of LPL, will use the capital to expand its services and fund M&A.

Wealth Management 242

Wealth Management Management 242

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 201

Wealth Management Management 201

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

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 195

Wealth Management Marketing Marketing Management 195

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 148

Investing Investments Wealth Management Numbers 148

Wealth Management

APRIL 28, 2025

NAPA Summit marks 25 years as DC plans evolve from niche to mainstream, highlighting industry transformation through wealth management integration and workplace benefits convergence.

Planning 181

Planning Wealth Management Management 181

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

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 162

Wealth Management Media Economy Clients 162

The Big Picture

APRIL 10, 2025

In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

Investing 130

Investing Investments Startup Wealth Management 130

Wealth Management

APRIL 29, 2025

Merits acquisition of Safeguard Wealth Management Group will bring over $597 million in client assets, but more importantly, a financially-focused YouTube channel that regularly clocks tens of thousands of views.

Wealth Management 157

Wealth Management Assets Clients Management 157

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 everyone! Welcome to the 433rd episode of the Financial Advisor Success Podcast !

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Nerd's Eye View

MARCH 11, 2025

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. Welcome everyone! My guest on today's podcast is Lorie Jones.

Financial Advisor 130

Financial Advisor Certification Wealth Advisor Clients 130

The Big Picture

MARCH 10, 2025

It’s well understood academically, but it’s still seeping out into the real practice of wealth management. It seems it’s still early days in the widespread understanding of how and why people behave the way they do around money and risk.

Investments 196

Investments Investing Food Ethics 196

Abnormal Returns

OCTOBER 28, 2024

podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning." Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media.

Risk Tolerance 275

Risk Tolerance Retirement Consulting Financial Planning 275

Abnormal Returns

APRIL 21, 2025

Podcasts Michael Kitces talks with Cameron Passmore, the CEO of PWL Capital, and of the 'Rational Remind' podcast. kitces.com) Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan.

Retirement Planning 162

Retirement Planning Estate Planning Retirement Planning 162

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age.

Fiduciary Duty 147

Fiduciary Duty Financial Advice Financial Planning Clients 147