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RIA Edge

Steward Partners’ Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.

Wealth Planning

Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge strategies. This dynamic 90-minute event will showcase how to leverage technology and navigate the landscapes of the Estate Planning & Tax landscapes. Don't miss this opportunity to get ahead of the curve in 2025 and beyond. SESSION 1 2:00-2:30 PM ET – Leveraging Technology in Estate Planning This webinar will explore how innovative platforms can streamline complex estate planning processes, enhance collaboration, and improve client satisfaction. Discover how to leverage digital tools for more efficient document management, real-time updates, and personalized client experiences—ultimately helping you deliver greater value while simplifying the estate planning journey for your clients. Sponsored by SESSION 2 2:30-3:00 PM ET – Navigating Trust Planning in a Shifting Tax & Legislative   Landscape Stay ahead of shifting tax laws with advanced...