Wealth Management

SEPTEMBER 12, 2024

Listen as Alexander Matos AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Consulting Management 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Sarah Mulcahy AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Consulting Management 264

Abnormal Returns

MARCH 31, 2025

(podcasts.apple.com) Bogumil Baranowski talks family money dynamics with Emily Bouchrad, founder of Blended Families Flourishing and Bouchard Bespoke Consulting. open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. wealthmanagement.com) There are three different flavors of PE investment.

Wealth Management 147

Wealth Management Financial Advice Portfolio Management Consulting 147

Wealth Management

SEPTEMBER 12, 2024

Listen as Dan Zitting AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Consulting Management 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Cor Haekstra AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 264

Wealth Management Consulting Management 264

Wealth Management

SEPTEMBER 12, 2024

Listen as Dan Zitting AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 263

Wealth Management Consulting Management 263

Wealth Management

SEPTEMBER 12, 2024

Listen as Cor Haekstra AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 263

Wealth Management Consulting Management 263

Wealth Management

SEPTEMBER 12, 2024

Listen as Gary Carrai AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 262

Wealth Management Consulting Management 262

Wealth Management

SEPTEMBER 12, 2024

Listen as Sarah Mulcahy AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 262

Wealth Management Consulting Management 262

Wealth Management

SEPTEMBER 12, 2024

Listen as Gary Carrai AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.

Wealth Management 261

Wealth Management Consulting Management 261

Wealth Management

APRIL 29, 2023

USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

Consulting 264

Consulting Retirement Investing Investments 264

Wealth Management

SEPTEMBER 12, 2024

The IBD has launched a new tech consulting service, as well as other business solutions related to investment management and talent.

Consulting 254

Consulting Management Investing Investments 254

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 233

Consulting 233

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

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

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

OCTOBER 21, 2024

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

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

MAY 16, 2024

A panel of practice management consultants at the Wealth Management Edge conference discussed why that’s a mistake and what advisors can do to change it. Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business.

Wealth Management 278

Wealth Management Consulting Management 278

Wealth Management

DECEMBER 12, 2024

Chicago-based Hightowers investment in Dechtman Wealth Management is the firms sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.

Wealth Management 264

Wealth Management Consulting Management Investing 264

The Reformed Broker

AUGUST 29, 2022

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

Financial Planner 331

Financial Planner Financial Consultant Wealth Management Financial Advisor 331

Abnormal Returns

JANUARY 13, 2025

citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) 9 questions for Bob Veres about future of wealth management. (riabiz.com) The biz A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner. 199A deductions. axios.com)

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Wealth Management

MAY 16, 2024

A panel of practice management consultants at Wealth Management EDGE discussed why that’s a mistake and what advisors can do to change it. Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business.

Wealth Management 263

Wealth Management Consulting Management 263

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 279

Retirement Retirement Planning Wealth Management Consulting 279

Wealth Management

MARCH 9, 2023

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

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

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

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

The Reformed Broker

FEBRUARY 1, 2023

Gavin Spitzner loved the wealth management industry and the industry loved him back. Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business.

Wealth Management 258

Wealth Management Consulting Management 258

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

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

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

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

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

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