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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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The Diamond Podcast for Financial Advisors: The Canadian Wealth Management Perspective

Wealth Management

Wellington-Altus Private Wealths Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry.

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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.

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Adviser links: losing focus

Abnormal Returns

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm? kitces.com) Why growth is critical to a wealth manager. citywire.com) Advisers The exchange fund is coming to the ETF space.

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Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families

Wealth Management

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

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MiB: Lisa Shalett, CIO Morgan Stanley

The Big Picture

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today.

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MiB: Michael Lewis on ‘Who is Government’

The Big Picture

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management. All of our earlier podcasts on your favorite pod hosts can be found here.