Wealth Management

NOVEMBER 7, 2024

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

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Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Nuvama are more than just asset managers. Particulars Amt Particulars Amt CMP 4,943.10 TTM) 30.78

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Wealth Management Management Planning Financial Services 52

Carson Wealth

MARCH 13, 2024

Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and Jon Springer along with Client Services Manager, Jessica Fricke.

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Wealth Management Management Wealth Advisor Clients 52

Zoe Financial

NOVEMBER 13, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

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Wealth Management Management Financial Advisor Taxes 52

Wealth Management

JULY 20, 2023

Equitable Advisors plans to get there by growing its share of wealth advisors, emphasizing holistic life planning and doubling down on its “supported independence” model.

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Wealth Management

OCTOBER 23, 2024

The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg and Grant Rawdin hope the initiative will help firms adopt best practices for servicing communities.

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Wealth Management

APRIL 24, 2023

Despite some high-profile departures, the bank says the exiting teams accounted for less than 20% of total wealth management assets.

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Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.

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Management Wealth Management Wealth Advisor Taxes 82

Wealth Management

JUNE 11, 2024

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Wealth Management 115

Wealth Management

NOVEMBER 29, 2023

Wealth management should be as well. Money is personal.

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Wealth Advisor Wealth Management Management 119

Wealth Management

OCTOBER 10, 2023

One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.

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Wealth Management

MAY 16, 2023

Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.

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The Big Picture

MAY 11, 2023

This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference.

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Wealth Management

OCTOBER 1, 2024

Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.

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Nerd's Eye View

JULY 10, 2023

Gary Siperstein, Jason's father, had built a successful investment management firm exclusively focused on managing portfolios of small-cap value stocks. Jason's next move was to shift the firm away from pure investment management by incorporating comprehensive financial planning for his clients.

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Wealth Management

DECEMBER 14, 2023

Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

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Wealth Management

NOVEMBER 5, 2024

BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley launched an investing index tied to prominent sports leagues globally.

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Investing Investments Wealth Advisor Assets 111

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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FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. How do you go about managing your social media? Modernize Your Website.

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Wealth Management

OCTOBER 22, 2024

Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Assets 114

Abnormal Returns

AUGUST 5, 2024

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors.

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Retirement Planning Estate Planning Wealth Advisor Tax Planning 170

Wealth Management

OCTOBER 15, 2024

Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. These are among this week’s investment must reads for wealth advisors. BlackRock launches a new tech feature for real-time monitoring of private markets data.

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Wealth Management

NOVEMBER 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. These are among the investment must reads we found this week for wealth advisors. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.

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Investing Investments Wealth Advisor Management 68

Wealth Management

MARCH 10, 2023

Three former Carson Wealth advisors have joined Private Wealth Asset Management by way of Wells Fargo Private Bank.

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Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. And there can be planning opportunities too.

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Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. And there can be planning opportunities too.

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Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

NOVEMBER 7, 2024

In working with your tax professional and investment advisor, make a tax plan that incorporates your diversification goals and considers tax strategies on new exercises. Seriously consider working with a firm like Darrow Wealth Management that specializes in stock option and IPO planning. You only get one shot at this.

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Wealth Management

JANUARY 8, 2024

The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.

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Wealth Management

SEPTEMBER 10, 2024

Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. These are among the investment must reads we found this week for wealth advisors. Are covered call ETFs a good investment, asks barchart.

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Investing Investments Wealth Advisor Assets 105

Wealth Management

SEPTEMBER 22, 2023

NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.

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FMG

OCTOBER 14, 2022

Financial Freedom Wealth Management Group. Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors. Check out the site here: New Lantern Advisors.

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Wealth Management

AUGUST 8, 2024

Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.

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Wealth Management

AUGUST 12, 2024

The sustained popularity of ETFs is threatening to take market share aware from separately managed accounts, according to Financial Times. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Accounting 114

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? A note of caution on near me searches.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 52

Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. Personal Capital to the rescue.

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Wealth Management

JUNE 18, 2024

Morgan Stanley is adding more manager-traded SMAs to its UMA platform, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Blackrock’s Chief Investment Officer reported that while hedge funds and brokerages have dipped into spot bitcoin ETFs, RIAs have been slower to embrace them.

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Investing Investments Wealth Advisor Management 118

Wealth Management

AUGUST 12, 2024

The sustained popularity of ETFs is threatening to take market share aware from separately managed accounts, according to Financial Times. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Accounting 105