$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.
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)
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Back to Basics with Reconciliations
Less Stress, More Success: Accounting Best Practices & Processes for 2025
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
Trending Sources
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.
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.
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. .”
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.
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.
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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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.
Nuvama Wealth Management – Future Plans and Business Model Explained
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’s client-centric approach offers a comprehensive suite of wealth management solutions.
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.
The Wealth Management Digest
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.
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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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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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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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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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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Financial Advisor Website Showcase: Navis Wealth Advisors
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. Modernize Your Website.
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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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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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.
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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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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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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10 Investment Must Reads for This Week (Nov. 12, 2024)
Wealth Management
NOVEMBER 12, 2024
These are among the investment must reads we found this week for wealth advisors. Looser credit conditions could flip the script and make private equity returns more competitive with private credit.
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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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Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors
Wealth Management
OCTOBER 10, 2024
The funding round values Farther at $542 million.
11 Investment Must Reads for this Week (Nov. 5, 2024)
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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10 Investment Must Reads for This Week (Oct. 29, 2024)
Wealth Management
OCTOBER 29, 2024
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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$95B Colony Announces First Deal Since Buckingham Merger
Wealth Management
NOVEMBER 1, 2024
Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth business, as Focus continues its consolidation strategy.
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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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What Should You Do with a Cash Windfall?
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. appeared first on Darrow Wealth Management.
What Should You Do with a Cash Windfall?
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. appeared first on Darrow Wealth Management.
$95B Colony Announces First External Deal Since Buckingham Merger
Wealth Management
NOVEMBER 1, 2024
Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth business, as Focus continues its consolidation strategy.
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.
What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public
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.
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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.
11 Investment Must Reads for This Week (Oct. 22, 2024)
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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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.
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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10 Must Reads For This Week (Oct. 15, 2024)
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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Nine Investment Must Reads for This Week (Nov. 19, 2024)
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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