Layan Odeh | WealthManagement

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

byDiana Britton

Feb 11, 2025

3 Min Read

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RIA

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

byAlex Ortolani

Feb 11, 2025

3 Min Read

Investment

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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value

Feb 25, 2025

2:00 pm EST

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Investing Strategies

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

byDavid Bodamer

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2 Min Read

Wealth Planning

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Building Connections with Affluent Women Clients Building Connections with Affluent Women Clients

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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

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Business Planning

Recent in Business Planning

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Building Connections with Affluent Women Clients Building Connections with Affluent Women Clients

Feb 11, 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

3 Min Read

WealthTech

Recent in WealthTech

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

Kathy Wunderi Wealth.com

Career Moves

byPatrick Donachie

Feb 11, 2025

1 Min Read

Robert Sofia Snappy Kraken

Marketing

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

byAlex Ortolani

Feb 11, 2025

2 Min Read

RIA Edge

Trusts & Estates

Events & Awards

Latest from Layan Odeh

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Bain, Abu Dhabi Buy Stake in CI Financial’s US Wealth Unit Bain, Abu Dhabi Buy Stake in CI Financial’s US Wealth Unit

May 11, 2023

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CI Financial

CI Financial Cut to Junk by S&P Before Firm Drops Coverage CI Financial Cut to Junk by S&P Before Firm Drops Coverage

Brookfield Has $90 Billion for Deals After Fundraising Boom

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All from Layan Odeh

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Feb 8, 2023

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Brookfield Property Fund for Rich Investors Drops as Rates Rise

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Jan 19, 2023

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CI Financial Files for IPO of $134B US Wealth Business

Dec 23, 2022

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Brookfield Has $125 Billion to Invest as CEO Sees Recession

Investment

Nov 10, 2022

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Mortgage Fund in Canada Halts Payouts Amid Liquidity Crunch

Financial Planning

Nov 9, 2022

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Larry Restieri and Bob Oros Hightower

Latest news

Career Moves

Hightower CEO Bob Oros To Step Down

Feb 11, 2025

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