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National Bank Trust Opens New Headquarters Upscale facility provides a better banking experience","/advisor-support-platforms/finemark-national-bank-trust-opens-new-headquarters-upscale-facility-provides-a-better-banking-experience","linkAttrs",{},"Jun 2, 2008","The new FineMark National Bank Trust headquarters is now open for business in Riverwalk at Whiskey Creek, announced Joseph R. Catti, president and CEO.","articleBodyJsonSummary","normal","paidGating",{"_770":32,"_771":772},"paidContent","paidProductTaxonomy",[],"articleSize","big",{"_184":185,"_163":776,"_186":777,"_169":778,"_171":778,"_174":779,"_762":780,"_176":177,"_178":781,"_180":177,"_172":782,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":783,"_773":774},{"_165":177,"_167":177},[],"Keith A. Bujalski, CTA, CPA, Elected as New President of FIRMA","/advisor-support-platforms/keith-a-bujalski-cta-cpa-elected-as-new-president-of-firma",{},"May 19, 2008","The Fiduciary and Investment Risk Management Association, Inc. ™ (“FIRMA™”) is proud to announce that Keith A. Bujalski of Freehold, New Jersey, was elected President of the national association by the FIRMA Board of Directors at their 22nd Annual National Training Conference, held in Orlando, FL, April 6-10, 2008.",{"_770":32,"_771":784},[],{"_184":185,"_163":786,"_186":787,"_169":794,"_171":794,"_174":795,"_762":796,"_176":177,"_178":797,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":798,"_773":774},{"_165":177,"_167":177},[788],{"_54":789,"_190":790,"_192":791,"_792":793},"Matt Oechsli","/author/matt-oechsli","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8b78fa4b3af4982f/6724b89b468f573d3d8d63fe/matt-oechsli-web.jpg","role","Columnist: The Inner Game","Storming-Norming","/advisor-support-platforms/storming-norming",{},"May 1, 2008",{"_770":32,"_771":799},[],{"_184":185,"_163":801,"_186":804,"_169":803,"_171":803,"_174":805,"_762":806,"_176":177,"_178":807,"_180":177,"_172":808,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":809,"_773":774},{"_165":802,"_167":803},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt08d8e07862257f26/6733e2f04b164b26531cb00c/millaytodd.jpg","Todd Millay Named as New Managing Director of Choate, Hall & Stewart's Wealth",[],"/advisor-support-platforms/todd-millay-named-as-new-managing-director-of-choate-hall-stewart-s-wealth",{},"Apr 9, 2008","Boston, MA, April 9, 2008 Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group.",{"_770":32,"_771":810},[],{"_184":185,"_163":812,"_186":813,"_169":814,"_171":814,"_174":815,"_762":816,"_176":177,"_178":817,"_180":177,"_172":818,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":819,"_773":774},{"_165":177,"_167":177},[],"April 2008","/advisor-support-platforms/april-2008",{},"Apr 1, 2008","A summary of articles appearing in the April 2008 issue of Trusts and Estates magazines.",{"_770":32,"_771":820},[],{"_184":185,"_163":822,"_186":823,"_169":824,"_171":824,"_174":825,"_762":826,"_176":177,"_178":827,"_180":177,"_172":828,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":829,"_773":774},{"_165":177,"_167":177},[],"Tenant-In-Common Association Encourages Highest Ethical Standards with New Best Practices Guide","/advisor-support-platforms/tenant-in-common-association-encourages-highest-ethical-standards-with-new-best-practices-guide",{},"Mar 26, 2008","The Tenant-In-Common Association (TICA) promotes the highest ethical standards in the commercial real estate industry with the release of its new 2008 Guide to Certain TIC Best Practices.",{"_770":32,"_771":830},[],{"_184":185,"_163":832,"_186":833,"_169":834,"_171":834,"_174":835,"_762":836,"_176":177,"_178":837,"_180":177,"_172":838,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":839,"_773":774},{"_165":177,"_167":177},[],"U.S. Millionaires Grow at Slowest Rate Since 2003","/advisor-support-platforms/u-s-millionaires-grow-at-slowest-rate-since-2003",{},"Mar 13, 2008","CHICAGO, March 12 /PRNewswire/ -- America's millionaires are feeling the pinch. The number of U.S. households with a net worth of $1 million or more, not including primary residence (NIPR), grew just 2% in 2007 to 9.2 million, up from 9 million the year before, according to a new report, \"Affluent Market Insights 2008,\" released today by Spectrem Group.",{"_770":32,"_771":840},[],{"_184":185,"_163":842,"_186":843,"_169":847,"_171":847,"_174":848,"_762":849,"_176":177,"_178":837,"_180":177,"_172":850,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":851,"_773":774},{"_165":177,"_167":177},[844],{"_54":845,"_190":846,"_192":177,"_792":177},"Susan Konig","/author/susan-konig","Weathering The Mortgage Meltdown","/advisor-support-platforms/weathering-the-mortgage-meltdown",{},"The treacherous rollercoaster ride Wall Street has endured over the past several months goes to show that, well, gravity is a force to be reckoned with in the markets. What goes up must come down. But it also underlines another fact: Today's financial system is thoroughly interconnected. Mortgages were sold to investment firms, which sliced them up and packaged them as securities based on risk. Then, hedge and pension funds gobbled them up. The collapse in housing prices set off a dire chain reaction: Lenders are tightening their standards, borrowers are having a harder time refinancing loans, and the securities that underpin them are, quite simply, in trouble.",{"_770":32,"_771":852},[],{"_184":185,"_163":854,"_186":855,"_169":856,"_171":856,"_174":857,"_762":858,"_176":177,"_178":859,"_180":177,"_172":860,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":861,"_773":774},{"_165":177,"_167":177},[],"March 2008","/advisor-support-platforms/march-2008",{},"Mar 6, 2008","A summary of articles appearing in the March 2008 issue of Trusts and Estates magazines.",{"_770":32,"_771":862},[],{"_184":185,"_163":864,"_186":865,"_169":871,"_171":871,"_174":872,"_762":873,"_176":177,"_178":859,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":874,"_773":774},{"_165":177,"_167":177},[866],{"_54":867,"_190":868,"_192":869,"_792":870},"Donald H. 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Samers has joined UJA - Federation of New York",[],"/advisor-support-platforms/william-d-samers-has-joined-uja-federation-of-new-york",{},"Feb 25, 2008","William D. Samers, a nationally respected authority on charitable estate planning and an attorney, has joined UJA-Federation of New York as vice president, planned giving and endowments, announced Paul M. Kane, senior vice president, financial resources development.",{"_770":32,"_771":906},[],{"_184":185,"_163":908,"_186":909,"_169":911,"_171":911,"_174":912,"_762":913,"_176":177,"_178":914,"_180":177,"_172":915,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":916,"_773":774},{"_165":177,"_167":177},[910],{"_54":789,"_190":790,"_192":791,"_792":793},"Sailing Into The Wind","/advisor-support-platforms/sailing-into-the-wind",{},"Feb 7, 2008","San Antonio -- \"The volatility is the killer,\" bemoaned a frustrated Russell. \"I know I should be calling my clients, but everybody is in a panic and they're calling me. I feel like I'm spending most of my time trying to talk my clients down from the ledge. I don't think anybody can bring in new business under these circumstances. Heck, I'm just trying to keep my head above water.\"",{"_770":32,"_771":917},[],{"_184":185,"_163":919,"_186":920,"_169":921,"_171":921,"_174":922,"_762":923,"_176":177,"_178":924,"_180":177,"_172":925,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":926,"_773":774},{"_165":177,"_167":177},[],"FEBRUARY 2008","/advisor-support-platforms/february-2008",{},"Feb 4, 2008","Trusts and Estates: February 2008 table of contents",{"_770":32,"_771":927},[],{"_184":185,"_163":929,"_186":930,"_169":931,"_171":931,"_174":932,"_762":933,"_176":177,"_178":934,"_180":177,"_172":935,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":936,"_773":774},{"_165":177,"_167":177},[],"Baft Launches Standardized Master Participation Agreement","/advisor-support-platforms/baft-launches-standardized-master-participation-agreement",{},"Jan 28, 2008","The Bankers' Association for Finance and Trade is endorsing a new industry standard document today that will be used by European banks to facilitate the buying and selling of country and bank trade-related risk",{"_770":32,"_771":937},[],{"_184":185,"_163":939,"_186":940,"_169":941,"_171":941,"_174":942,"_762":943,"_176":177,"_178":944,"_180":177,"_172":945,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":946,"_773":774},{"_165":177,"_167":177},[],"To Russia with Law: Conyers Dill & Pearman, the offshore law firm, to open Moscow office","/advisor-support-platforms/to-russia-with-law-conyers-dill-pearman-the-offshore-law-firm-to-open-moscow-office",{},"Jan 22, 2008","Conyers Dill & Pearman, the original pioneer of offshore law, today confirmed that it will be proceeding with the launch of an office in Moscow, Russia",{"_770":32,"_771":947},[],{"_184":185,"_163":949,"_186":950,"_169":951,"_171":951,"_174":952,"_762":953,"_176":177,"_178":954,"_180":177,"_172":955,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":956,"_773":774},{"_165":177,"_167":177},[],"William B. Warren Joins Morris & Mcveigh LLP","/advisor-support-platforms/william-b-warren-joins-morris-mcveigh-llp",{},"Jan 16, 2008","New York, NY (January 15, 2008) – Morris & McVeigh LLP today announced that William B. Warren has joined the firm as of counsel. Mr. Warren specializes in trust and estates and tax law, and has long been recognized in Best Lawyers in America",{"_770":32,"_771":957},[],{"_184":185,"_163":959,"_186":960,"_169":961,"_171":961,"_174":962,"_762":963,"_176":177,"_178":964,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":965,"_773":774},{"_165":177,"_167":177},[],"February","/advisor-support-platforms/february",{},"Jan 15, 2008",{"_770":32,"_771":966},[],{"_184":185,"_163":968,"_186":969,"_169":970,"_171":970,"_174":971,"_762":972,"_176":177,"_178":964,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":973,"_773":774},{"_165":177,"_167":177},[],"March","/advisor-support-platforms/march",{},{"_770":32,"_771":974},[],{"_184":185,"_163":976,"_186":977,"_169":978,"_171":978,"_174":979,"_762":980,"_176":177,"_178":964,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":981,"_773":774},{"_165":177,"_167":177},[],"November","/advisor-support-platforms/november",{},{"_770":32,"_771":982},[],{"_184":185,"_163":984,"_186":985,"_169":987,"_171":987,"_174":988,"_762":989,"_176":177,"_178":990,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":991,"_773":774},{"_165":177,"_167":177},[986],{"_54":789,"_190":790,"_192":791,"_792":793},"Powerful Goal Setting: Make Your Goals a Mental Compulsion","/advisor-support-platforms/powerful-goal-setting-make-your-goals-a-mental-compulsion",{},"Jan 3, 2008",{"_770":32,"_771":992},[],{"_184":185,"_163":994,"_186":995,"_169":996,"_171":996,"_174":997,"_762":998,"_176":177,"_178":999,"_180":177,"_172":1000,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1001,"_773":774},{"_165":177,"_167":177},[],"Brown Brothers Harriman & CO. Names New Managing Partner","/advisor-support-platforms/brown-brothers-harriman-co-names-new-managing-partner",{},"Dec 18, 2007","New York, NY – December 18, 2007 – Brown Brothers Harriman & Co. (BBH) today announced the appointment of Douglas A. (“Digger”) Donahue, Jr., 56, as the new Managing Partner, effective January 1, 2008",{"_770":32,"_771":1002},[],{"_184":185,"_163":1004,"_186":1005,"_169":1007,"_171":1007,"_174":1008,"_762":1009,"_176":177,"_178":1010,"_180":177,"_172":1011,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1012,"_773":774},{"_165":177,"_167":177},[1006],{"_54":845,"_190":846,"_192":177,"_792":177},"Top Compliance Issues Facing BOMs In The New Year","/advisor-support-platforms/top-compliance-issues-facing-boms-in-the-new-year",{},"Dec 13, 2007","If you thought compliance and regulatory activity couldn’t get more intense, just wait until next year. Or so say compliance experts at Wolters Kluwer Financial Services in Minneapolis, a firm that provides financial organizations with compliance and operational risk-management solutions. In fact, consumer protection is expected to be the driving force behind new regulations and enforcement actions in the financial-services industry in the coming year. The causes, including the sub-prime mortgage and credit crisis, identity theft and other consumer-related fraud, the creation of a new securities regulatory agency, and an “active” political landscape. are likely all significant contributing factors. (We use the word active although the word demagoguery comes to mind.)",{"_770":32,"_771":1013},[],{"_184":185,"_163":1015,"_186":1016,"_169":1017,"_171":1017,"_174":1018,"_762":1019,"_176":177,"_178":1020,"_180":177,"_172":1021,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1022,"_773":774},{"_165":177,"_167":177},[],"webinar","/advisor-support-platforms/webinar",{},"Dec 12, 2007","Online webinar \"When Is The Right Time To Go Fee Only?\", January 30, 2008 3:00 p.m. EST.",{"_770":32,"_771":1023},[],{"_184":185,"_163":1025,"_186":1026,"_169":1027,"_171":1027,"_174":1028,"_762":1029,"_176":177,"_178":1030,"_180":177,"_172":1031,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1032,"_773":774},{"_165":177,"_167":177},[],"DECEMBER 2007","/advisor-support-platforms/december-2007",{},"Dec 1, 2007","A summary of articles appearing in the December 2007 issue of Trusts and Estates magazines.",{"_770":32,"_771":1033},[],{"_184":185,"_163":1035,"_186":1036,"_169":1037,"_171":1037,"_174":1038,"_762":1039,"_176":177,"_178":1040,"_180":177,"_172":1041,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1042,"_773":774},{"_165":177,"_167":177},[],"NOVEMBER 2007","/advisor-support-platforms/november-2007",{},"Nov 1, 2007","A summary of articles appearing in the November 2007 issue of Trusts and Estates magazines.",{"_770":32,"_771":1043},[],{"_184":185,"_163":1045,"_186":1046,"_169":1047,"_171":1047,"_174":1048,"_762":1049,"_176":177,"_178":1050,"_180":177,"_172":1051,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1052,"_773":774},{"_165":177,"_167":177},[],"David F. Woods, CLU®, ChFC®, LUTCF to Receive the Round Table of New York’s Lifetime Achievement Award","/advisor-support-platforms/david-f-woods-clu-chfc-lutcf-to-receive-the-round-table-of-new-york-s-lifetime-achievement-award",{},"Oct 30, 2007","NEW YORK, NY – October 29, 2007 – The Round Table of New York announced today that David F. Woods, CLU®, ChFC®, LUTCF, President of the Life and Health Insurance Foundation for Education, (LIFE) will be the recipient of the organization’s 2007 Lifetime Achievement Award",{"_770":32,"_771":1053},[],{"_184":185,"_163":1055,"_186":1058,"_169":1057,"_171":1057,"_174":1059,"_762":1060,"_176":177,"_178":1061,"_180":177,"_172":1062,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1063,"_773":774},{"_165":1056,"_167":1057},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdf8be8c845352ef0/67337d86a8f7e23ada9b4ca0/basquiat-1007.jpg","OCTOBER 2007",[],"/advisor-support-platforms/october-2007",{},"Sep 25, 2007","A summary of articles appearing in the October 2007 issue of Trusts and Estates magazines.",{"_770":32,"_771":1064},[],{"_184":185,"_163":1066,"_186":1067,"_169":1068,"_171":1068,"_174":1069,"_762":1070,"_176":177,"_178":1071,"_180":177,"_172":1072,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1073,"_773":774},{"_165":177,"_167":177},[],"The Hartford Appoints David Levenson as CEO","/advisor-support-platforms/the-hartford-appoints-david-levenson-as-ceo",{},"Sep 13, 2007","Starting Oct. 1, Levenson will lead The Hartford’s efforts to grow sales of annuities and introduce new products for Japan’s aging population",{"_770":32,"_771":1074},[],{"_184":185,"_163":1076,"_186":1079,"_169":1078,"_171":1078,"_174":1080,"_762":1081,"_176":177,"_178":1082,"_180":177,"_172":1083,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1084,"_773":774},{"_165":1077,"_167":1078},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3c6400f78ae90616/67337e23a9c5a4eeaf3ac13f/lucian-freud-0907.jpg","SEPTEMBER 2007",[],"/advisor-support-platforms/september-2007",{},"Aug 27, 2007","Table of contents for the September 2007 issue of Trusts and Estates magazine.",{"_770":32,"_771":1085},[],{"_184":185,"_163":1087,"_186":1090,"_169":1089,"_171":1089,"_174":1091,"_762":1092,"_176":177,"_178":1093,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1094,"_773":774},{"_165":1088,"_167":1089},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltf377f48b4c4b5dad/6733879bbe34477f82689b05/monet-nympheas.jpg","AUGUST 2007",[],"/advisor-support-platforms/august-2007",{},"Jul 30, 2007",{"_770":32,"_771":1095},[],{"_184":185,"_163":1097,"_186":1098,"_169":1103,"_171":1103,"_174":1104,"_762":1105,"_176":177,"_178":1106,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1107,"_773":774},{"_165":177,"_167":177},[1099,1100],{"_54":867,"_190":868,"_192":869,"_792":870},{"_54":1101,"_190":1102,"_192":177,"_792":177},"Brenda A. Kelley","/author/brenda-a-kelley","Mac vs. PC: What Works for the T&E Practitioner?","/advisor-support-platforms/mac-vs-pc-what-works-for-the-t-e-practitioner-",{},"Jul 11, 2007",{"_770":32,"_771":1108},[],{"_184":185,"_163":1110,"_186":1113,"_169":1112,"_171":1112,"_174":1114,"_762":1115,"_176":177,"_178":1116,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1117,"_773":774},{"_165":1111,"_167":1112},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt04352f90ec2b1796/6733e814be344770da689da2/8317rothko.gif","JULY 2007",[],"/advisor-support-platforms/july-2007",{},"Jul 1, 2007",{"_770":32,"_771":1118},[],{"_184":185,"_163":1120,"_186":1121,"_169":1123,"_171":1123,"_174":1124,"_762":1125,"_176":177,"_178":1126,"_180":177,"_172":177,"_766":177,"_196":767,"_181":347,"_183":348,"_194":362,"_768":1127,"_773":774},{"_165":177,"_167":177},[1122],{"_54":867,"_190":868,"_192":869,"_792":870},"Get Graphic","/advisor-support-platforms/get-graphic",{},"Jun 13, 2007",{"_770":32,"_771":1128},[],"sidebarModules",[1131,1179,1194,1306,1341,1360],{"_88":1132,"_1133":1134,"_1176":1177},"module_content_cards","data",{"_112":1135,"_1136":1137,"_196":1138,"_755":1139,"_1172":1173,"_1174":1173,"_1175":-7},"RSB - Content cards","moduleLabel","Latest news","default",[1140,1155,1163],{"_88":1141,"_1133":1142},"contentPreview",{"_184":185,"_196":1143,"_163":1144,"_169":1147,"_171":1148,"_174":1149,"_176":1149,"_762":1150,"_178":179,"_180":177,"_181":158,"_183":159,"_186":1151,"_194":271,"_768":1153},"card-horizontal",{"_165":1145,"_167":1146},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt67004ea2ccff0fbb/67abcc8f39b12b008b1cb140/restieiri-oros-hightower.jpg","Larry Restieri and Bob Oros Hightower","Hightower CEO Bob Oros To Step Down","Hightower CEO Bob Oros To Step Down ","/career-moves/hightower-ceo-bob-oros-to-step-down",{},[1152],{"_54":359,"_190":360,"_192":361},{"_770":32,"_771":1154},[],{"_88":1141,"_1133":1156},{"_184":185,"_196":1143,"_163":1157,"_169":170,"_171":170,"_174":175,"_176":175,"_762":1158,"_178":179,"_180":177,"_181":182,"_183":133,"_186":1159,"_194":195,"_768":1161},{"_165":166,"_167":168},{},[1160],{"_54":189,"_190":191,"_192":193},{"_770":32,"_771":1162},[],{"_88":1141,"_1133":1164},{"_184":185,"_196":1143,"_163":1165,"_169":263,"_171":1166,"_174":265,"_176":265,"_762":1167,"_178":179,"_180":177,"_181":233,"_183":234,"_186":1168,"_194":271,"_768":1170},{"_165":261,"_167":262},"Advisor Use of Custom Model Portfolios Rises",{},[1169],{"_54":268,"_190":269,"_192":270},{"_770":32,"_771":1171},[],"dateDisplay","show","contributorDisplay","displayAd","adConfig",{"_1178":32},"nativeAdOption",{"_88":1180,"_1181":1182,"_1133":1183},"module_newsletter_promo","uid","blta6c28a4504323eb8",{"_112":1184,"_670":1185,"_1186":1182,"_671":1187,"_196":1188,"_1189":1190,"_1191":32,"_1192":1193},"Sign Up for Newsletters","Sign up to receive the latest insights, trends, and analysis.","newsletterId","Subscribe now","horizontal","mode","dark","isOnHomepage","moduleLocation","sidebar",{"_88":1195,"_1133":1196},"module_content_spotlight",{"_196":767,"_1189":1197,"_1198":1199,"_1200":1201,"_184":1202,"_176":471,"_1203":1204},"light","textAlignment","center","moduleDesign","standard","Document","content",{"_1205":1206,"_522":1207,"_1210":1211,"_1212":503,"_1213":503,"_1214":1215,"_172":1295,"_1296":1295,"_1297":1298,"_762":1301,"_174":1300,"_181":255,"_183":1302,"_178":1303,"_768":1304},"keywords",[],{"_56":1208,"_512":1209},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt22b65b64421af461/6737484822c13397ad2f1459/iStock-1187113662.jpg","iStock-1187113662.jpg","summary","Featured WMIQ Research","heading","mobileHeading","articleBody",[1216,1232,1238,1243,1248,1253,1285,1290],{"_88":1217,"_1218":1219,"_1203":1222},"paragraph","attrs",{"_1220":1221},"textAlign","left",[1223,1225],{"_88":1224},"hardBreak",{"_88":522,"_1218":1226},{"_1220":1221,"_165":1227,"_167":1228,"_112":-5,"_1229":1230},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt21897644bb1e60b4/67374845c2f89b587e22ae12/57ce9757-7cad-46ce-ba00-6f4311af5027.mma_primary_logo_h_blue-250_1.png","57ce9757-7cad-46ce-ba00-6f4311af5027.mma_primary_logo_h_blue-250_1.png","style",{"_1231":1199},"float",{"_88":1217,"_1218":1233,"_1203":1234},{"_1220":1221},[1235],{"_88":1236,"_1236":1237},"text","Advisors and principals at wealth management firms, as well as their counterparts at retirement plan advisory firms, agree on one thing: The convergence of their business models is coming.",{"_88":1217,"_1218":1239,"_1203":1240},{"_1220":1221},[1241],{"_88":1236,"_1236":1242},"A new study of wealth managers and retirement plan advisors conducted by Wealth Management IQ, Informa and Marsh McLennan Agency, explored the reasons for the convergence and how each business model views the challenges and opportunities that lie ahead.",{"_88":1217,"_1218":1244,"_1203":1245},{"_1220":1221},[1246],{"_88":1236,"_1236":1247},"This report explores the findings of the research and provides insights that can give advisors in either camp a competitive edge as the market evolves.",{"_88":1217,"_1218":1249,"_1203":1250},{"_1220":1221},[1251],{"_88":1236,"_1236":1252},"The report will touch on:",{"_88":1254,"_1203":1255},"bulletList",[1256,1264,1271,1278],{"_88":1257,"_1203":1258},"listItem",[1259],{"_88":1217,"_1218":1260,"_1203":1261},{"_1220":1221},[1262],{"_88":1236,"_1236":1263},"How volatility, technology, demographics and retirement income are creating new opportunities in wealth and retirement.",{"_88":1257,"_1203":1265},[1266],{"_88":1217,"_1218":1267,"_1203":1268},{"_1220":1221},[1269],{"_88":1236,"_1236":1270},"How defined contribution plans are presenting advisors with access to thousands of qualified prospects.",{"_88":1257,"_1203":1272},[1273],{"_88":1217,"_1218":1274,"_1203":1275},{"_1220":1221},[1276],{"_88":1236,"_1236":1277},"How M&A is quickly aligning retirement plan and wealth management capabilities to accelerate convergence.",{"_88":1257,"_1203":1279},[1280],{"_88":1217,"_1218":1281,"_1203":1282},{"_1220":1221},[1283],{"_88":1236,"_1236":1284},"How private equity is fueling convergence — and what could be coming next.",{"_88":1217,"_1218":1286,"_1203":1287},{"_1220":1221},[1288],{"_88":1236,"_1236":1289},"Download the report. 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Trusts & Estates: February 2025 Digital Edition