Wealth Management

Latest News

Deals & Moves: EP Wealth, Waverly Acquire Half-Billion Dollar RIAs

Apr 4, 2025

Stratos Wealth Advisors Loses Two Teams

Apr 4, 2025

Raymond James Adds $828M Arizona Team From RBC

Apr 3, 2025

Q&A: How John Thiel Aims to Put Advisors Back on Top

Apr 3, 2025

stock market trader tariffs

RIA

Tariff Fallout: The Day Advisor Cell Phones Died

The day after Trump announced a global tariff regime, one advisor fielded calls until his cell phone ran out of juice, another praised the virtue of alternatives and most everyone prepared clients for some volatile days ahead.

Lars Knudsen Hightower lawsuit

RIA

Arbitrators Rule Against Enforcing Hightower Non-Compete on Washington Advisor

Arbitrators Reject Hightower Non-Compete Clause in Advisor Dispute

Apr 4, 2025

New York Stock Exchange stock prices April 3, 2025 reciprocal tariffs

ETFs

The Best & Worst Performing ETF Categories After the Announcement of Reciprocal Tariffs

The Best & Worst Performing ETF Categories Following Trump's Reciprocal Tariffs

Apr 4, 2025

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Investment

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stock market trader tariffs

RIA

Tariff Fallout: The Day Advisor Cell Phones Died Tariff Fallout: The Day Advisor Cell Phones Died

byAlex Ortolani

New York Stock Exchange stock prices April 3, 2025 reciprocal tariffs

ETFs

The Best & Worst Performing ETF Categories After the Announcement of Reciprocal Tariffs The Best & Worst Performing ETF Categories Following Trump's Reciprocal Tariffs

byAniket Ullal, CFRA Research

President Donald Trump tariffs

Investing Strategies

What Financial Advisors Are Saying to Clients About 'Liberation Day'What Financial Advisors Are Saying to Clients About 'Liberation Day'

byDavid Bodamer

Wealth Planning

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Robert Levitt Levitt Capital Management WMTV on Location

High Net Worth

Moving to Europe? What U.S. Investors Need to Know

Apr 1, 2025

Celebrity Estates Podcast Jackie Bevilaqua Gene Hackman Elder care estate planning

Estate Planning

Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

Mar 31, 2025

retiree walking with shopping bags retirement

Retirement

Advisors, Retirement and 'Real Retirement'

Advisors, Retirement and “Real Retirement”

Mar 31, 2025

WealthTech

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The WealthStack Podcast Zocks Mark Gilbert

Artificial Intelligence

The WealthStack Podcast: How AI Is Reshaping the Advisor Experience with Mark Gilbert WealthStack Podcast: How AI Is Reshaping the Advisor Experience

businessman AI prompt

Artificial Intelligence

Why AI Isn’t Your RIA’s Top Technology Priority Why AI Isn’t Your RIA’s Top Technology Priority

byMatt Sonnen

State Street Global Advisors Ethic

Support Platforms

Ethic Raises $64M, Led By State Street Global Advisors Ethic Raises $64M, Led By State Street Global Advisors

byDavis Janowski

RIA Edge

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RIA Edge

How RIAs Can Move Beyond Referral Networks For Organic Growth

Marketing and growth experts at RIA Edge Nashville discussed how advancements in client outreach and tracking have made it more realistic for even small RIAs to move beyond relying solely on referrals for new business.

Lisa Crafford Arthur Ambarik RIA Edge Nashville

RIA Edge Next Gen Advisors Don't Want to be Cold Callers

For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients.

Morgan Bell, Matt Sonnen, Vickie Lewin and Jordan Hutchison discuss AI and organic growth at RIA Edge Nashville.

RIA Edge The AI-Powered Advisor and the Future of Advice

AI will not replace advisors, but it may drive out those who don’t leverage it, according to fintech executives at RIA Edge Nashville.

small dollar signs big dollar sign RIA valuations M&A metrics

RIA RIA Valuation Metric Hits Near-Decade High

Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.

Trusts & Estates

Latest Digital Edition

Trusts & Estates: April 2025 Digital Edition

Feature on Estate Planning & Taxation

Estate Planning

Responding to Connelly

Estate Planning

Art Donations: A Checklist for Donors and Advisors

Estate Planning

What’s Trending With Collectibles?

Estate Planning

How Charities Decide to Keep, Surrender or Sell Donated Life Insurance

Estate Planning

Responding to Connelly

Estate Planning

Art Donations: A Checklist for Donors and Advisors

Estate Planning

What’s Trending With Collectibles?

Estate Planning

How Charities Decide to Keep, Surrender or Sell Donated Life Insurance

RPA

401(k) Real Talk Episode 146: April 2, 2025 401(k) Real Talk Episode 146: April 2, 2025

Open, honest and candid discussion about the Commonwealth/LPL deal, Ohio cautioning advisors about tech and 401(k)s, and the second golden age of TPAs.

RPA

Is the Second Golden Age of TPAs Coming?Is the Second Golden Age of TPAs Coming?

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.

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