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Basis Points: Taxation Without Added Value

Dec 20, 2024

Cetera Names Todd Mackay President of Cetera Wealth Management

Dec 20, 2024

The Word on WealthTech for December 2024

Dec 19, 2024

Selling Founders Are Scared of What Their Clients Will Say

Dec 19, 2024

Orion Lands Deal to Acquire Summit Wealth

Dec 19, 2024

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Highlights

WealthStack Roundup: Mariner To Use Catchlight To Accelerate Organic Growth

Dec 20, 2024

Plus, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary Generator.

2024 RIA M&A Activity Sets Deal Record

Dec 19, 2024

Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe &...

Selling Founders Are Scared of What Their Clients Will Say

Dec 19, 2024

Flip the script and start from a place of celebration.

2024 Best of the Best

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Concurrent Snags OneDigital Exec to Lead Retirement Division

Dec 19, 2024

David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space.

Captrust Adds $1.97B in Double Deal

Dec 19, 2024

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

Summit Stakes $1.3B North Carolina RIA

Dec 18, 2024

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th strategic investment this year.

Augmented Humanity: How Tech Empowers Advisors to be Mechanics and Guides

Dec 18, 2024

Shaping Wealth founder Brian Portnoy discusses the concept of augmented humanity—the idea that technology doesn’t replace us but enhances our brilliance and creativity.

Eight Takeaways From the 2024 Driving Firm Growth Study

Dec 18, 2024

As advisory firms increasingly focus on developing inorganic and organic growth strategies, a new WealthManagement.com/WMIQ...

President-elect Donald Trump New York Stock Exchange opening bell Time Person of the Year

Advisor Sentiment Index: Optimism Spikes After Trump Victory

Dec 18, 2024

RIA sentiment over the economy and the markets both jumped to their highest levels of the year in the wake of the presidential...

Focused on the Future Podcast Shannon Spotswood Abby Salameh RFG Advisory

Focused on the Future: Professionalizing Your Advisory Firm for Future Success

Dec 18, 2024

RFG Advisory's Shannon Spotswood and Abby Salameh share effective strategies for driving organic growth and tips for fostering...

Cerity Acquires California Accounting Firm

Dec 17, 2024

The deal with Fishman Block + Diamond will expand Cerity’s tax advice service in the Los Angeles area.

The Tech Revolution: How AI is Making Financial Advisors More Human

Dec 17, 2024

Technology is transforming the wealth management industry—not just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.

Corient Makes a Splash with $7.9B Maine RIA Deal

Dec 17, 2024

H.M. Payson & Co., a 170-year-old firm with a trust company, will represent Corient's first Maine location.

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