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

byDiana Britton

Feb 11, 2025

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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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Feb 11, 2025

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Feb 25, 2025

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

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Feb 11, 2025

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Wealth Planning

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

Feb 26, 2025

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

byDiana Britton

Feb 11, 2025

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

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Feb 11, 2025

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Trusts & Estates

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Latest from Jennifer Smith

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Estate Planning

Delaware’s New Beneficiary Well-Being Statute Delaware’s New Beneficiary Well-Being Statute

byTodd A. Flubacher, Kristin Keffelerand 2 more

Dec 17, 2024

16 Min Read

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Estate Planning

New Uniform Law Permits Electronic Signatures on Estate Planning Documents New Uniform Law Permits Electronic Signatures on Estate Planning Documents

byJennifer Smith, Michelle Hongand 1 more

Mar 20, 2023

12 Min Read

All from Jennifer Smith

Estate Planning

Delaware Law Authorizes Electronic Execution of Trust Documents

May 23, 2022

16 Min Read

byJennifer Smith, Michelle Hongand 1 more

Estate Planning

Two States Enact Grantor Trust Reimbursement Statutes

Feb 17, 2021

5 Min Read

byJennifer Smith, Kristen A. Curatolo

Estate Planning

Grantor Trust Reimbursement Statutes

Jan 27, 2021

14 Min Read

byKristen A. Curatolo, Jennifer Smith

Estate Planning

The World is Our Oyster

May 21, 2020

11 Min Read

byJennifer Smith, Karly Laughlinand 1 more

Latest news

Larry Restieri and Bob Oros Hightower

Career Moves

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

Feb 11, 2025

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Investing Strategies

Morningstar: Advisor Use of Custom Model Portfolios Rises

Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Sponsored Content

Featured WMIQ Research

Wealth Managers and RPA Advisors

Why convergence is coming and what it means.

CE Webinars

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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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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