Next: The Wealth Management Firm of the Future
Wealth Management
OCTOBER 9, 2024
The keys to driving growth and success for wealth management firms in 2023 and beyond.
Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management
Wealth Management
NOVEMBER 15, 2023
With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.
Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Webinars
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
Wilmington Trust Names New Wealth Management Leader
Wealth Management
OCTOBER 31, 2024
Lisa Roberts joined the firm in 2023, previously serving as the head of U.S. She will succeed Doris Meister, who stepped down earlier this year.
Future Proof 2023
The Big Picture
JANUARY 19, 2023
This is the next generation of the wealth management industry, and they want to stay ahead of the curve. Michael Kitces expects it to be the Best Conference Experience for 2023 , and we agree! Registration is now open for FutureProof 2023 The post Future Proof 2023 appeared first on The Big Picture.
Registration now OPEN for Future Proof 2023
The Reformed Broker
JANUARY 18, 2023
FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba. Prices jump in 2 weeks.
The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023
Wealth Management
APRIL 7, 2023
Nexus Strategy's Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.
The 2023 RIA Edge Study: The Drivers of Growth & Success
Wealth Management
OCTOBER 11, 2023
Unlock the secrets to success in the ever-evolving world of wealth management with the 2023 RIA Edge Study.
The Word on WealthTech for September 2023
Wealth Management
AUGUST 31, 2023
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
Can The Wealth Management Industry Change Its Model To Reach a Diverse Client Base?
Wealth Management
SEPTEMBER 11, 2023
Advisors, reps and leaders from throughout the industry discussed diversity, equity and inclusion issues during a think tank held in conjunction with the 2023 WealthManagement.com Industry Awards.
The Word on WealthTech for November 2023
Wealth Management
NOVEMBER 3, 2023
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
Wealth Management Industry Awards: On the Red Carpet with Martin Tarlie
Wealth Management
OCTOBER 11, 2023
Listen as Martin Tarlie, Director, Product Lead, GMO, discusses how their 2023 Wealthies Initiatives help financial advisors.
Wealth Management Industry Awards: On the Red Carpet with David Warne
Wealth Management
OCTOBER 11, 2023
Listen as David Warne, Executive Director, Head of Strategic Services, Atria Wealth Solutions, discusses how their 2023 Wealthies Initiatives help financial advisors.
The Word on WealthTech for December 2023
Wealth Management
DECEMBER 1, 2023
F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
Adviser links: diverse talent
Abnormal Returns
FEBRUARY 12, 2024
riabiz.com) Does Citigroup ($C) have a path forward in wealth management? kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem. trillion in assets.
WMIQ: Navigating the Current RIA M&A Market
Wealth Management
FEBRUARY 9, 2024
Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
State Regulators Receive More Tips in 2023
Wealth Management
OCTOBER 23, 2024
Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, according to a new NASAA report.
Media 
274
274 
The Latest In Financial #AdvisorTech (August 2023)
Nerd's Eye View
AUGUST 7, 2023
Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!
Estate Planning 246
246 
Advisor Movement Increased 7.5% in 2023
Wealth Management
MARCH 13, 2024
A total of 9,674 experienced advisors changed jerseys in 2023, according to the most recent Diamond Consultants Advisor Transition Report.
Consulting 287
287 Consulting 287
287 
Reporting 2023 Charitable Contributions for Income Taxes
Wealth Management
FEBRUARY 26, 2024
As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.
Taxes 298
298 
YCharts: Clients Ditched Advisors at Alarming Rates in 2023
Wealth Management
MARCH 20, 2024
More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.
Clients 312
312 Clients 312
312 
The Latest In Financial #AdvisorTech (April 2023)
Nerd's Eye View
APRIL 3, 2023
Welcome to the April 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Estate Planning 246
246 
The Latest In Financial #AdvisorTech (November 2023)
Nerd's Eye View
NOVEMBER 6, 2023
Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Compliance 246
246 
Adviser links: a positive experience
Abnormal Returns
NOVEMBER 6, 2023
(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. citywire.com) Choreo is buying the wealth management business of BDO USA. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit.
Adviser links: a bull market in advice
Abnormal Returns
OCTOBER 2, 2023
financial-planning.com) How to create a better wealth management-focused podcast strategy. citywire.com) Another venture capital firm is getting into the wealth management business. investmentnews.com) Breakthru was a welcome addition to Future Proof 2023.
The Latest In Financial #AdvisorTech (July 2023)
Nerd's Eye View
JULY 3, 2023
Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Estate Planning 246
246 
RIA Edge Podcast: DFA’s Catherine Williams on 2023 RIA M&A Gamechangers
Wealth Management
SEPTEMBER 5, 2023
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.
298 
RIAs Faced a 213% Spike in Paid Errors and Omissions Claims in 2023
Wealth Management
MARCH 1, 2024
A report from insurance broker Golsan Scruggs shows large increases in claims involving both the suitability standard and wire fraud in 2023.
Insurance 298
298 Insurance 298
298 
12 Midweek Must Reads for Real Estate Investors (Nov. 1, 2023)
Wealth Management
OCTOBER 31, 2023
Real estate fundraising fell by 71% between the second and third quarters of 2023, according to numbers provided by research firm Preqin. Yahoo Finance looks at how much of a problem non-performing real estate loans are causing for regional banks. These are among today’s must reads from around the commercial real estate industry.
Banking 290
290 
Eight Must Reads for CRE Investors Today (March 10, 2023)
Wealth Management
MARCH 9, 2023
The Federal Reserve’s February 2023 Beige Book numbers show commercial real estate lending has remained stable. reported falling foot traffic at malls last month. These are among today’s must reads from around the commercial real estate industry.
Numbers 277
277 Numbers 277
277 
10 Must Reads for CRE Investors Today (Feb. 15, 2023)
Wealth Management
FEBRUARY 14, 2023
The Mortgage Bankers Association has lowered its 2023 forecast for commercial mortgage production, predicting a 15 percent decline. Kroger and Albertsons will sell off 300 stores in order to complete their merger, reports GlobeSt.com. These are among today’s must reads from around the commercial real estate industry.
279 
Nine Must Reads for CRE Investors Today (March 8, 2023)
Wealth Management
MARCH 7, 2023
Real Insights forecasts some challenges for commercial real estate investors in 2023. Realty Income agreed to buy a portfolio of more than 400 convenience stores across the U.S. in a sale-leaseback transaction, reports Commercial Property Executive. These are among today’s must reads from around the commercial real estate industry.
Sales 279
279 
We are Austin-bound June 12th
The Reformed Broker
JUNE 1, 2023
pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 I’m headed out to Austin, Texas this June and bringing a whole bunch of my Ritholtz Wealth Management colleagues with me, including our financial planner in the area.
RIA Roundup: MAI Acquires More Assets in January Than All of 2023
Wealth Management
JANUARY 26, 2024
It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.
Assets 278
278 Assets 278
278 
Adviser links: helping clients feel secure
Abnormal Returns
FEBRUARY 19, 2024
washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. billion in donor-recommended grants in 2023. riaintel.com)
Clients 279
279 
The New World of RIA Firm M&A: A 2023 RIA Edge Study
Wealth Management
JANUARY 4, 2024
Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.
276 
10 Must Reads for Real Estate Investors Today (April 3, 2023)
Wealth Management
APRIL 3, 2023
Opportunity Zone fundraising offerings are on track to fundraise less capital in 2023 than a year ago, according to The DI Wire. Without assistance from federal regulators or a bailout from elected officials, industry advocates say the office sector could collapse, reports Bisnow.
264 
The Top ETFs of 2023
Wealth Management
DECEMBER 22, 2023
The top performing ETF from each sector in the past year.
317 
11 Midweek Must Reads for Real Estate Investors (Aug. 30, 2023)
Wealth Management
AUGUST 29, 2023
Newmark found that commercial real estate lending fell by 52% year-over-year in the second quarter of 2023. Private equity player KSL Capital Partners struck a deal to acquire Hersha Hospitality Trust in an all-cash deal valued at $1.4 billion, reported GlobeSt.com.
246 
Boxes & Lines: Poking Holes in the Financial Status Quo
The Big Picture
SEPTEMBER 15, 2023
Recorded August 8th, 2023. Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.”
The Word on WealthTech for October 2023
Wealth Management
OCTOBER 6, 2023
F2 Strategy's co-founder and CEO provides his take on the most important wealthtech news of the last month.
331 
Of Myths and Moving 2023
Wealth Management
DECEMBER 13, 2023
Setting the record straight on the most common misconceptions that can block financial advisors from improving their business lives.
Schwab Benchmarking: RIA Growth Rebounds in 2023
Wealth Management
JULY 18, 2024
After a rough 2022 of negative growth, many independent RIAs rebounded last year, with a median organic growth rate of 5%, according to Schwab’s RIA Benchmarking report.
289 
WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards
Wealth Management
SEPTEMBER 8, 2023
The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.
344 
2023 Predictions for the Digital Asset Ecosystem
Wealth Management
JANUARY 5, 2023
While cryptocurrencies have experienced recent collapses, the underlying blockchain technology still has immense potential to propel the modern innovation of finance.
Assets 306
306 Assets 306
306 
Let's personalize your content