Wealth Management

FEBRUARY 7, 2025

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Consulting 235

Consulting 235

Wealth Management

FEBRUARY 21, 2024

Former Nitrogen CEO Aaron Klein has joined the advisor technology consultancy Ezra Group as an executive in residence.

Consulting 288

Consulting 288

Wealth Management

OCTOBER 21, 2024

With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

Consulting 297

Consulting Assets Management 297

Wealth Management

JANUARY 9, 2024

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Consulting 289

Consulting Compliance Marketing Marketing 289

Wealth Management

OCTOBER 28, 2024

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Consulting 279

Consulting Management Wealth Management 279

Wealth Management

MARCH 9, 2023

In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses.

Consulting 264

Consulting Retirement Planning Retirement Planning 264

Wealth Management

DECEMBER 14, 2023

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

Engineering 289

Engineering Retirement Planning Consulting Planning 289

Wealth Management

AUGUST 23, 2024

AI boom increases demand for expertise in compliance, cybersecurity and permissioning; Edward Jones tech milestones; and CHIPS Act-related expansion in Southwest.

Consulting 264

Consulting Compliance 264

Wealth Management

DECEMBER 3, 2024

Co-founder Doug Fritz will become executive chairman of the firm’s board and work with clients and on strategy.

Consulting 264

Consulting Clients 264

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. Financial marketing consultants provide many services. Financial marketing consultants provide many services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Wealth Management

FEBRUARY 20, 2024

Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.

Wealth Management 264

Wealth Management Consulting Management 264

Wealth Management

DECEMBER 10, 2022

Justin Duft, vice president of advanced planning at Commonwealth Financial Network, discusses holistic strategies for deepening client relationships.

Consulting 264

Consulting Clients Planning 264

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. riabiz.com) Why XYPN felt they needed to launch Sapphire.

Risk Tolerance 275

Risk Tolerance Retirement Consulting Financial Planning 275

Wealth Management

FEBRUARY 7, 2025

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Consulting 130

Consulting 130

Nerd's Eye View

MARCH 10, 2025

These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

Clients 246

Clients Financial Advice Retirement Planning Financial Services 246

Wealth Management

JANUARY 25, 2023

Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals.

Assets 299

Assets Consulting Financial Planning Planning 299

Nerd's Eye View

JANUARY 22, 2025

Self-persuasion questions can be integrated throughout the prospecting process, from the initial consultation to the assessment of a prospect's readiness to commit. This approach provides a subtle yet effective way to affirm an advisor's value while maintaining a collaborative, pressure-free dynamic.

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Wealth Management

JUNE 14, 2023

Crafford has resigned as head of business consulting after eight years with the RIA custodian. McGovern was head of technology consulting.

Consulting 328

Consulting 328

Calculated Risk

AUGUST 5, 2022

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease Minimally in July From Seasonal Adjustment Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 0.1% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in July from June.

Consulting 363

Consulting Sales 363

Calculated Risk

MAY 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in April compared to March. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 14.0% from a year ago.

Consulting 326

Consulting Sales 326

Calculated Risk

NOVEMBER 7, 2022

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Smaller Decline in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in October from September. and is now down 10.6%

Consulting 363

Consulting Sales 363

Calculated Risk

JANUARY 8, 2025

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decreased in December Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in December compared to November. This index from Manheim Consulting is based on all completed sales transactions at Manheims U.S. an increase of 0.4%

Consulting 147

Consulting Sales 147

Abnormal Returns

FEBRUARY 16, 2025

ritholtz.com) Why investors need to consult primary sources. (awealthofcommonsense.com) Want to hedge inflation? Buy stocks. axios.com) The Tesla ($TSLA) backlash is real. wired.com) Too many people confuse speculation for investing. newsletter.rationalwalk.com) Ben Carlson, "The pandemic turned us all into a bunch of degenerate gamblers."

Consulting 182

Consulting Management Investing Investments 182

Nerd's Eye View

MARCH 21, 2025

Which reflects similar results from recently released Kitces Research on Advisor Productivity, which found that asset-based fees are used by 92% of surveyed advisory teams (and are the primary revenue source for 86% of respondents), with 42% using hourly or project fees, 37% offering retainer or subscription fees, and 34% receiving commissions (with (..)

Financial Planner 228

Financial Planner Commission Communication Clients 228

Wealth Management

AUGUST 23, 2024

Verity Larsen, Founder and CEO of Versoft Consulting, discusses key strategies for a seamless post-deal integration strategy.

Consulting 302

Consulting 302

Wealth Management

MARCH 19, 2025

With the 2024 recruiting headwinds behind us, advisor transitions are expected to look much different in 2025, according to a new report from Diamond Consultants.

Recruitment 259

Recruitment Consulting 259

Calculated Risk

JUNE 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in May Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in May compared to April. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 12.1% from a year ago.

Consulting 297

Consulting Sales 297

Wealth Management

MARCH 17, 2025

Aneri Jambusaria considered the other side of the advisor shortage coin, RIAs discussed growth partly due to that demand, and M&A consultants noted the importance of differentiation to keep growing at Future Proof Citywide in Miami.

Consulting 263

Consulting Clients 263

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 297

Wealth Management Consulting Management 297

The Big Picture

MARCH 7, 2025

This week, I speak with Philipp Carlsson , Global Chief Economist for Boston Consulting Group. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He was also Chief Economist at Stanford C.

Economics 162

Economics Budgeting Consulting Government 162

The Big Picture

FEBRUARY 14, 2025

Be sure to check out our Masters in Business next week with Philipp Carlsson-Szlezak, Global Chief Economist for Boston Consulting Group (BCG); previously, he was Chief Economist at Sanford Bernstein and worked at OECD and McKinsey. All of our earlier podcasts on your favorite pod hosts can be found here.

Investing 173

Investing Investments Portfolio Management Consulting 173

Wealth Management

MAY 1, 2024

Brian Hughes has had a 30-year career in financial services, most recently as founder and president of wealth management consultancy Hughes Growth Strategies.

Wealth Management 289

Wealth Management Financial Services Consulting Management 289

Wealth Management

MAY 5, 2023

We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, NC. A lot can be learned listening to clients’ experiences with financial advisors—good and bad.

Clients 279

Clients Consulting Financial Advisor 279

Wealth Management

SEPTEMBER 26, 2023

Beaman enters the next chapter of her career, which includes a place on Commonwealth’s advisory board and a new executive coaching and consulting business.

Consulting 317

Consulting 317

Calculated Risk

MARCH 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in February Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in February compared to January. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 13.1%

Consulting 344

Consulting Retail Taxes Economics 344

Wealth Management

FEBRUARY 13, 2025

The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines.

Consulting 285

Consulting Insurance 285