Top 10 Trends Shaping Wealth Management in 2024
Wealth Management
JANUARY 26, 2024
Many of the trends identified by Datos Insights could help wealth management firms navigate challenges throughout 2024.
The Top 10 Wealth Management M&A Deals in 2024
Wealth Management
JANUARY 22, 2025
Private equity dominated deal activity in 2024, sowing the seeds for more M&A and tuck-in acquisitions, according to Echelon Partners.
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Tech Trends In Wealth Management To Watch In 2024
Wealth Management
DECEMBER 22, 2023
Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the coming year.
WealthStack Roundup: ‘Invent Village’ To Debut At Wealth Management EDGE 2024
Wealth Management
MAY 3, 2024
Also, BlackRock invests in Willow, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.
Bridging the Gap: Insurance and Wealth Management
Wealth Management
NOVEMBER 14, 2024
Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.
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The 2024 WealthStack Study
Wealth Management
AUGUST 20, 2024
Technology and the growth of wealth management firms.
2024 Year in Review: AI in Wealth Management Accelerates
Wealth Management
DECEMBER 27, 2024
Artificial intelligence is no passing fad. It's only going to become part of an advisor's business more and more.
The Word on WealthTech for June 2024
Wealth Management
JUNE 6, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for August 2024
Wealth Management
AUGUST 8, 2024
F2 Strategy's Doug Fritz gives his take on the most important wealth management tech news, including Envestnet, Orion and cash sweeps.
The Word on WealthTech for May 2024
Wealth Management
MAY 22, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for July 2024
Wealth Management
JULY 5, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for January 2024
Wealth Management
DECEMBER 31, 2023
F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for February 2024
Wealth Management
JANUARY 31, 2024
F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech For October 2024
Wealth Management
OCTOBER 3, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for November 2024
Wealth Management
NOVEMBER 1, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for April 2024
Wealth Management
APRIL 5, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech For September 2024
Wealth Management
SEPTEMBER 5, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The WealthStack Podcast: CTO Think Tank Insights with Michelle Feinstein
Wealth Management
JULY 26, 2024
Salesforce's Michelle Feinstein discusses the findings from the 2024 CTO Think Tank hosted at Wealth Management EDGE.
10 Investment Must Reads for This Week (Nov. 26, 2024)
Wealth Management
NOVEMBER 26, 2024
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. Morningstar published its 2025 investment outlook for financial advisors.
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The Word on WealthTech for December 2024
Wealth Management
DECEMBER 19, 2024
F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.
The Word on WealthTech for March 2024
Wealth Management
MARCH 6, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
AI Assistant Jump Wins 'Best In Show' At WealthStack Tech Demos
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Edelman Adds $453M RIA in Pacific Northwest
Wealth Management
MAY 13, 2024
The acquisition of Soudmark Wealth Management is Edelman’s first deal of 2024.
RIA Firm Expansion Plans: A 2024 RIA Edge Study
Wealth Management
MARCH 20, 2024
Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.
MAI Acquires $662M California Firm
Wealth Management
JANUARY 13, 2025
Concentric Wealth Management represents MAIs second West Coast acquisition in 2024.
Unpacking 2024 Investment Trends
Wealth Management
MARCH 4, 2024
Michael Batnick explores how investors can navigate the changing landscape of cash investments in 2024.
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2024 Trends in Trust and Estate Planning
Wealth Management
NOVEMBER 19, 2024
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
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AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos
Wealth Management
MAY 20, 2024
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
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Focus Hub Merges In $4B Seattle RIA
Wealth Management
JANUARY 24, 2025
The acquisition of Merriman Wealth Management marks the ninth for Focus Partners Wealth, the newly rebranded The Colony Group and Buckingham Strategic Wealth, since Jan.
Ten Best Books of 2024 for Financial Advisors
Wealth Management
DECEMBER 5, 2024
Memoirs dominate the best business books of 2024 for financial advisors.
Adviser links: a unique experience
Abnormal Returns
NOVEMBER 18, 2024
kitces.com) Tax planning and wealth management go hand-in-hand. wealthmanagement.com) The biz The 2024 Fidelity RIA Benchmarking Study is out. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life. justincastelli.io) Taxes Some speculation on what is next for the TCJA.
Alternatives Fundraising from Retail Investors on Track to Reach $115B in 2024
Wealth Management
JULY 24, 2024
raised its forecast for the year after strong inflows during the first half of 2024. Stanger & Co.
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The 10 Best and 10 Worst States for Retirement in 2024
Wealth Management
JULY 23, 2024
Delaware tops the list of best states to retire in 2024, while California and New York bring up the rear.
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Trends in Trust and Estate Planning 2024
Wealth Management
OCTOBER 23, 2024
Wednesday, November 20, 2024 | 1:00 PM Eastern Standard Time
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Adviser links: making a mistake
Abnormal Returns
SEPTEMBER 23, 2024
(podcasts.apple.com) Daniel Crosby talks money lessons from Presidents with Megan Gorman who is the founding partner of Chequers Financial Management. podcasts.apple.com) Future Proof A Future Proof 2024 wrap-up. citywire.com) How Morton Wealth built a practice focused on nextgen clients. riaintel.com) How advisers can overstep.
10 Investment Must Reads for This Week (Oct. 29, 2024)
Wealth Management
OCTOBER 29, 2024
Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. These are among the investment must reads we found this week for wealth advisors. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.
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Election 2024: Understanding and Navigating the Implications for the Markets and the Economy
Wealth Management
AUGUST 11, 2024
Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content
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The Future is All About Process Improvement
Wealth Management
FEBRUARY 16, 2024
Amplify is redefining the future of wealth management with strategic operational improvements and cutting-edge tech advancements for 2024.
Industry Awaits Final Versions of Regulations in 2024
Wealth Management
DECEMBER 22, 2023
Industry experts cited the DOL’s fiduciary rule, further guidance on the SEC’s marketing rule and potential movement on unpaid FINRA arbitration awards as possible developments in 2024.
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Embracing Contemporary Client Expectations in 2024 and Beyond
Wealth Management
MARCH 22, 2024
In 2024, client expectations have evolved with the rise of instant gratification fueled by technology.
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Adviser links: going back to work
Abnormal Returns
SEPTEMBER 16, 2024
thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. (morningstar.com) Custodians How many custodians is too many? investmentnews.com) What to look for in a new custodian.
2024: The Year of the Creative RIA Deal
Wealth Management
DECEMBER 22, 2023
Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.
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Net Lease Sector Anticipates More Velocity Ahead for 2024
Wealth Management
MARCH 28, 2024
Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.
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FPA Names Wealth Enhancement Group Exec as 2024 President-Elect
Wealth Management
SEPTEMBER 27, 2023
Wealth Enhancement Group SVP Paul Brahim is FPA's president-elect in 2024. He'll succeed Claudia Cypher Kane, who starts her term as president Jan.
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