Jan-Patrick Barnert | WealthManagement

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McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

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Fidelity: PE Fueled Record 89% of RIA Deals in 2024 Fidelity: PE Fueled Record 89% of RIA Deals in 2024

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Morningstar: Advisor Use of Custom Model Portfolios Rises Morningstar: Advisor Use of Custom Model Portfolios Rises

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Estate Planning in a New Political Era: The 2025 Playbook Estate Planning in a New Political Era: The 2025 Playbook

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McKinsey Estimates Advisor Shortage of 100,000 by 2034 McKinsey Estimates Advisor Shortage of 100,000 by 2034

byDiana Britton

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Top Hollywood Attorney Joins Wealth.com’s Legal Team Top Hollywood Attorney Joins Wealth.com’s Legal Team

byPatrick Donachie

Feb 11, 2025

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Snappy Kraken Launches AI-backed RIA Enterprise Hub Snappy Kraken Launches AI-backed RIA Enterprise Hub

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ETFs

ETF to Cover $8 Billion in Short Options and the Market Knows It ETF to Cover $8 Billion in Short Options and the Market Knows It

byJan-Patrick Barnert

Nov 13, 2023

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Equities

S&P 500 Facing a Historical Warning Sign After This Year's Slump S&P 500 Facing a Historical Warning Sign After This Year's Slump

byJan-Patrick Barnert

Dec 21, 2022

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Larry Restieri and Bob Oros Hightower

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Hightower CEO Bob Oros To Step Down

Feb 11, 2025

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Industry News & Trends

McKinsey Estimates Advisor Shortage of 100,000 by 2034

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Morningstar: Advisor Use of Custom Model Portfolios Rises

Advisor Use of Custom Model Portfolios Rises

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Wealth Managers and RPA Advisors

Why convergence is coming and what it means.

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Estate Planning in a New Political Era: The 2025 Playbook
Feb 26, 2025
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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Feb 25, 2025
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2:00 pm EST
WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination
Feb 20, 2025
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Building Connections with Affluent Women Clients
Mar 4, 2025
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