Wealth Management

FEBRUARY 11, 2025

Steward Partners' Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.

Wealth Management 261

Wealth Management Management Planning 261

Wealth Management

JULY 15, 2024

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

Wealth Management 298

Wealth Management Financial Planning Management Planning 298

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.

Insurance 246

Insurance Wealth Management Management Distribution 246

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)

Wealth Management 159

Wealth Management Estate Planning Tax Planning Financial Advisor 159

Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 277

Wealth Management Management Sales Assets 277

Wealth Management

JANUARY 15, 2025

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are thinking about planning in a different light.

Wealth Management 264

Wealth Management Management Financial Advisor Planning 264

Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 260

Wealth Management Management Sales Assets 260

Abnormal Returns

MARCH 31, 2025

(thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. citywire.com) Training A plan to build skills for the first-year associate adviser. awealthofcommonsense.com) Everyone wants into the wealth management business and it is attracting new class of entrants.

Wealth Management 146

Wealth Management Financial Advice Portfolio Management Consulting 146

Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

Estate Planning 312

Estate Planning Financial Planning Planning 312

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Wealth Management

NOVEMBER 7, 2024

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Wealth Management 298

Wealth Management Financial Advisor Planning Management 298

Wealth Management

AUGUST 14, 2024

Perigon Wealth Management's Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.

Wealth Management 278

Wealth Management Planning Clients Management 278

Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.

Clients 122

Clients Wealth Management Financial Planner Financial Planning 122

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.

Wealth Management 278

Wealth Management Planning Clients Management 278

Abnormal Returns

MARCH 3, 2025

Podcasts Michael Kitces talks with Jennifer des Groseilliers, CEO of The Mather Group, about building an effective equity compensation plan. kitces.com) Brendan Frazier talks with David Armstrong, President and Co-founder of Monument Wealth Management, about creating better client meetings.

Compensation Planning 146

Compensation Planning Wealth Management Clients Planning 146

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 277

Financial Planning Wealth Management Education Planning 277

Wealth Management

MARCH 31, 2025

Though explosion of plan formation may reignite third-party administrators, the wealth management industry is still not even aware they exist or of their value.

Wealth Management 261

Wealth Management Planning Management 261

Wealth Management

MARCH 18, 2025

Merits Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.

Wealth Management 254

Wealth Management Financial Advisor Planning Management 254

Wealth Management

APRIL 9, 2025

The former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.

Financial Planning 260

Financial Planning Clients Planning 260

Wealth Management

APRIL 9, 2024

Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.

Retirement Planning 317

Retirement Planning Retirement Planning 317

Abnormal Returns

SEPTEMBER 23, 2024

Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners.

Wealth Management 275

Wealth Management Estate Planning Clients Management 275

Wealth Management

MARCH 4, 2025

The self-described digital family office has also hired a new chief compliance officer, Courtney Holt, from Perigon Wealth Management.

Compliance 226

Compliance Wealth Management Planning Management 226

Wealth Management

APRIL 8, 2025

Domain Money introduces three-tier annual membership model, offering ongoing financial guidance beyond one-time plans. Tiers cater to various needs, from essential to comprehensive support.

Financial Planning 258

Financial Planning Planning Financial Guidance 258

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.

Investments 288

Investments Investing Wealth Advisor Wealth Management 288

Wealth Management

MARCH 18, 2024

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

Estate Planning 317

Estate Planning Planning Clients 317

Wealth Management

OCTOBER 4, 2023

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Retirement Planning 354

Retirement Planning Planning Retirement Business Planning 354

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. riabiz.com) Does Citigroup ($C) have a path forward in wealth management? morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem.

Wealth Management 260

Wealth Management Retirement Communication Investment Planning 260

Wealth Management

SEPTEMBER 20, 2024

The independent broker/dealer has expanded its partnership with Vestwell to launch a new pooled employer plan.

Planning 290

Planning 290

Nerd's Eye View

APRIL 15, 2025

Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome everyone! Welcome to the 433rd episode of the Financial Advisor Success Podcast ! million U.S.

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Wealth Management

SEPTEMBER 16, 2024

Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.

Financial Planning 298

Financial Planning Planning Accounting 298

Wealth Management

JANUARY 9, 2025

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Estate Planning 306

Estate Planning Planning 306

Wealth Management

OCTOBER 28, 2024

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.

Financial Planning 299

Financial Planning Financial Planner Planning 299

Wealth Management

MAY 1, 2024

While corporate pension plans have adopted alternative investment options, such as private equity and credit, 401(k) plan managers face big obstacles to accessing the space, Cerulli survey shows.

Planning 299

Planning Management Investing Investments 299

Abnormal Returns

OCTOBER 7, 2024

frazerrice.com) Creative Planning TPG just bought a big stake in Creative Planning. thinkadvisor.com) Creative Planning shows 'institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.' citywire.com) Advisortech AI is coming for the compliance stack.

Compliance 287

Compliance Wealth Management Financial Advice Government 287

Abnormal Returns

NOVEMBER 18, 2024

kitces.com) Tax planning and wealth management go hand-in-hand. (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. downtownjoshbrown.com) How tax deferment can backfire.

Wealth Management 146

Wealth Management Wealth Advisor Tax Planning Taxes 146

Wealth Management

SEPTEMBER 11, 2024

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

Retirement Planning 290

Retirement Planning Retirement Planning Assets 290

Abnormal Returns

JANUARY 13, 2025

(advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management. citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. axios.com)

Wealth Management 159

Wealth Management Financial Advising Wealth Advisor Valuation 159