Weinheimer Wealth Management Joins Exencial Wealth Advisors
Wealth Management
DECEMBER 19, 2023
Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
EP Wealth Advisors Acquires $1B Minot Wealth Management
Wealth Management
SEPTEMBER 29, 2022
The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.
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Wealth Management Real Estate’s Next Phase
Wealth Management
NOVEMBER 30, 2023
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
Adviser links: rolling in rollovers
Abnormal Returns
NOVEMBER 4, 2024
awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. kitces.com)
Wealth Advisors: Stop Asking ‘What?’ and Start Asking ‘Why?’
Wealth Management
NOVEMBER 29, 2023
Wealth management should be as well. Money is personal.
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$2B Team Joins Fifth Third Wealth Advisors from TIAA-CREF
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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First Republic Retains Nearly 90% of Wealth Advisors
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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10 Investment Must Reads for This Week (Nov. 26, 2024)
Wealth Management
NOVEMBER 26, 2024
Morningstar published its 2025 investment outlook for financial advisors. 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.
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Adviser Investments, Ropes Wealth Advisors Combine to Create $15B RIA
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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Equitable Sets 15% Growth Target for Wealth Management By 2027
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.
10 Investment Must Reads for This Week
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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Major RIAs Launch 'Net Positive' Consortium of Like-Minded Firms
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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Adviser links: a unique experience
Abnormal Returns
NOVEMBER 18, 2024
Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. kitces.com) Tax planning and wealth management go hand-in-hand. standarddeviationspod.com) Brendan Frazier talks with Doug and Heather Boneparth about the keys to success for a couple.
From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche
Nerd's Eye View
JULY 10, 2023
At the same time, the business strategies that worked for the original owner might not be suitable or as successful for their successor, which can force the 2nd-generation owner to take a different path to ensure the firm thrives into the future.
Arizona-Based Goldman PFM Advisors Jump Ship to Other RIAs
Wealth Management
OCTOBER 10, 2023
One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.
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Adviser links: humble projections
Abnormal Returns
JULY 10, 2023
Podcasts Meb Faber talks with Blake Street is a Founding Partner and CIO of Warren Street Wealth Advisors. larrykotlikoff.substack.com) The biz Goldman Sachs ($GS) has snagged another custodian client, NewEdge Wealth. mebfaber.com) Ashby Daniels talks with Hannah Moore about "doing" financial planning.
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Register Now for Future Proof 2023!
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.
Retirement Visions Joins Redhawk Wealth Advisors
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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EP Wealth Advisors Buys Wacker Wealth Partners
Wealth Management
APRIL 2, 2024
billion in Central California by acquiring Wacker Wealth Partners EP grows assets by nearly $1.2
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RIA Roundup: NFP Acquires Divergent Wealth Advisors
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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401(k) Industry Sends Urgent Call to Wealth Advisors
Wealth Management
NOVEMBER 13, 2023
Convergence and the growth of new plans are beyond what RPAs can handle.
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The Wealth Management Digest
Zoe Financial
NOVEMBER 21, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. And then the second one is that LPL launches their W2 model for high-net-worth advisors. .”
The WealthStack Podcast: Going From Wealth Advisor to Wealth Coach With Urs Bolt
Wealth Management
MARCH 15, 2024
Advisors are increasingly relying on technology to become more efficient and streamline operations. Urs Bolt details what's driving this shift.
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Ready to be a Full-Service Wealth Advisor?
Wealth Management
APRIL 20, 2023
It's more than industry knowledge and financial goals. It's about connecting clients with top-notch professionals of all types.
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EP Wealth Advisors Acquires Warren Financial Services & Associates
Wealth Management
DECEMBER 1, 2022
EP Wealth picks up its second East Coast firm, adding $274M in assets.
Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management
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.
Convergence, Small Plan Explosion and Activating Wealth Advisors Dominate RPA Broker/Dealer Roundtable
Wealth Management
SEPTEMBER 9, 2024
Attendees got heated talking about record keepers investing in and promoting services that compete with advisors.
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RIA Roundup: Mariner Wealth Advisors Acquires Arizona Tax Practice
Wealth Management
FEBRUARY 17, 2023
The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.
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Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors
Wealth Management
OCTOBER 10, 2024
The funding round values Farther at $542 million.
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Avantax Sues Mariner Wealth, Advisor For Stealing Its CPA Secrets
Wealth Management
FEBRUARY 5, 2024
Avantax filed another lawsuit against Mariner Wealth, as well as Molly Nelson, an advisor who left the firm (and filed her own suit against Avantax).
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Independent Wealth Advisors Need a Digital Brand Mindset
Wealth Management
DECEMBER 1, 2022
In uncertain times, bad advisors hide from their clients; good advisors put themselves out there—and that’s how they take market share.
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Adviser links: the RMD mentality
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.
The 15 Best Financial Advisor Websites
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.
Mission Wealth Announces Acquisition of BHJ Wealth Advisors
Wealth Management
AUGUST 2, 2023
It's the third firm the RIA has "acquihired" in 2023.
Mariner Wealth Advisors Adds $256M Executive Wealth Counselors
Wealth Management
SEPTEMBER 20, 2022
The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year.
Hightower Bellevue Merges With $350M RIA Sovereign Wealth Advisors
Wealth Management
DECEMBER 12, 2022
The merger represents Hightower’s seventh deal this year and third merger it has facilitated between firms.
Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships
Harness Wealth
OCTOBER 16, 2024
We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates , for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients. Q: How can tax advisors align with the work of wealth advisors? That’s an area where taxes can matter a lot.
RIA Roundup: EP Wealth Advisors adds $1B Lehman & DeRafelo Financial Resources
Wealth Management
APRIL 6, 2023
EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week and Private Advisor Group added a new role.
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11 Investment Must Reads for This Week (Dec. 3, 2024)
Wealth Management
DECEMBER 3, 2024
These are among the investment must reads we found this week for wealth advisors. Several ETF sponsors have filed to roll out new crypto ETFs that provide some buffer protections to lower the overall risk profile, reports Financial Times.
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U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax
Wealth Management
JUNE 21, 2024
What wealth advisors need to know about taxing unrealized gains.
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10 Investment Must Reads for This Week (Oct. 1, 2024)
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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Raymond James Launches 'Private Wealth Advisor' Training, Designation
Wealth Management
SEPTEMBER 22, 2022
In October, the first cohort of 49 advisors will graduate from the new program, part of the firm's strategic emphasis on expanding resources for advisors to clients with more than $5 million in assets,
Former Wells Fargo Advisor Recruiting Head Joins PNC Investments
Wealth Management
NOVEMBER 25, 2024
Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.
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RIA People Roundup: EP Wealth Advisors Taps Kyle Miller to Lead M&A
Wealth Management
NOVEMBER 10, 2023
A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.
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