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Gavin Spitzner, Popular and Outspoken Advisor Tech Consultant, Dies at 57 Gavin Spitzner, Popular and Outspoken Advisor Tech Consultant, Dies at 57

On social media and at industry gatherings, Spitzner was open and transparent about his acute myeloid leukemia diagnosis.

byRob Burgess, Technology Reporter

Jan 31, 2023

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1 Min Read

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Slate Hill Partners Enters RIA Market With XO Stake Slate Hill Partners Enters RIA Market With XO Stake

Jan 31, 2023

1 Min Read

investment data

First Trust Rebrands Direct Indexing Unit, Installs New CEO First Trust Rebrands Direct Indexing Unit, Installs New CEO

byDiana Britton, Moderator

Jan 31, 2023

1 Min Read

Robert "RJ" Moore and Frank Smith

RIA Roundup: Frank Smith Takes Over as CEO at Private Advisor Group RIA Roundup: Frank Smith Takes Over as CEO at Private Advisor Group

Jan 27, 2023

1 Min Read

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Cetera to Buy Securian Financial's Retail Wealth Business Cetera to Buy Securian Financial's Retail Wealth Business

byWealthManagement.com Staff

Jan 25, 2023

1 Min Read

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Client Relations

Advisors Who Ignore Next-Gen Clients Are Missing Out on Billions Advisors Who Ignore Next-Gen Clients Are Missing Out on Billions

Jan 24, 2023

1 Min Read

money gavel handcuffs

The 10 Biggest Tax Crooks of 2022

The 10 Biggest Tax Crooks of 2022

byWealthManagement.com Staff

Mercer Advisors Rebrands to Reflect Its Position as National RIA

Mercer Advisors Rebrands to Reflect Its Position as National RIA

byDiana Britton, Moderator, Managing Editor

RIA Roundup: New Deals, Roles and Grads

RIA Roundup: New Deals, Roles and Grads

byAli Hibbs, Reporter

CI Financial Leases Office Space for Manhattan Acquisitions

CI Financial Leases Office Space for Manhattan Acquisitions

byDiana Britton, Moderator, Managing Editor

Diana Cabrices

Former Snappy Kraken Exec Launches Outsourced Chief Evangelist Offering

Former Snappy Kraken Exec Launches Outsourced Chief Evangelist Offering

byDiana Britton, Moderator, Managing Editor

Old National Bank

Financial Planning

Old National Bank Debuts Wealth Management Business

Old National Bank Debuts Wealth Management Business

byAli Hibbs, Reporter

money market

RIA Edge Roundup: $12.6B-Plus in Assets on the Move

RIA Edge Roundup: $12.6B-Plus in Assets on the Move

byAli Hibbs, Reporter

Wealthcare Starts 2023 with 3rd M&A Deal in its History

Wealthcare Starts 2023 with 3rd M&A Deal in its History

byAli Hibbs, Reporter

Tom Brady

Brady, Gisele, Patriots’ Bob Kraft Among FTX Shareholders Facing Wipeout

Brady, Gisele, Patriots’ Bob Kraft Among FTX Shareholders Facing Wipeout

Morgan Stanley

Morgan Stanley’s Jon Pruzan, Onetime CEO Candidate, Exits Firm

Morgan Stanley’s Jon Pruzan, Onetime CEO Candidate, Exits Firm

bySridhar Natarajan

Margaux Fiori

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Goldman Sachs Adds Former Raymond James Team to Custody Platform

byDiana Britton, Moderator, Managing Editor

RIA Edge Roundup: No Holiday for RIA M&A

RIA Edge Roundup: No Holiday for RIA M&A

byAli Hibbs, Reporter

Maura Creekmore and Ben Harrison

Maura Creekmore Leaves BNY Mellon | Pershing

Maura Creekmore Leaves BNY Mellon | Pershing

byAli Hibbs, Reporter

WMIQ: Stark Differences Exist Between High-Growth Firms, Others in Marketing and Client Communications

WMIQ: Stark Differences Exist Between High-Growth Firms, Others in Marketing and Client Communications

byAli Hibbs, Reporter

Alera Acquires $2.8B The Ascent Group

Alera Acquires $2.8B The Ascent Group

byAli Hibbs, Reporter

Alvarium Tiedemann SPAC Lists on Nasdaq

Alvarium Tiedemann SPAC Lists on Nasdaq

byDiana Britton, Moderator, Managing Editor

Industry News & Trends

Kingswood SPAC Files for Wentworth to Go Public

Kingswood SPAC Files for Wentworth to Go Public

byDiana Britton, Moderator, Managing Editor

Scott Minerd

Guggenheim's Minerd Was a Wall Street Outsider Who Made It His Home

Guggenheim's Minerd Was a Wall Street Outsider Who Made It His Home

bySonali Basak and John Gittelsohn

Scott Minerd Milken conference

Scott Minerd, Guggenheim’s Investment Chief, Dies at 63

Scott Minerd, Guggenheim’s Investment Chief, Dies at 63

bySonali Basak and John Gittelsohn

Industry News & Trends

Advisors Look to 2023 With Mixed Expectations for M&A

Advisors Look to 2023 With Mixed Expectations for M&A

byAli Hibbs, Reporter

Bluespring Wealth Partners Adds More Than $700M With Goldstein Advisors

Bluespring Wealth Partners Adds More Than $700M With Goldstein Advisors

byAli Hibbs, Reporter

Robertson Stephens CEO Raj Bhattacharyya

Robertson Stephens Hits $4B Milestone With Addition of LFS Wealth Advisors, Vodia Capital

Robertson Stephens Hits $4B Milestone With Addition of LFS Wealth Advisors, Vodia Capital

byWealthManagement.com Staff

Schwab’s Investment in Dynasty Could Be the First of Many

Schwab’s Investment in Dynasty Could Be the First of Many

byDiana Britton, Moderator, Managing Editor

Schwab Takes Minority Stake in Dynasty Financial Partners

Schwab Takes Minority Stake in Dynasty Financial Partners

byWealthManagement.com Staff

Jim Cahn

RIA Edge Podcast: WEG’s Jim Cahn on the Drivers of RIA M&A in 2023

RIA Edge Podcast: WEG’s Jim Cahn on the Drivers of RIA M&A in 2023

byMark Bruno, Managing Director, Wealth Management

The Healthy Advisor Podcast with Diana Britton

The Healthy Advisor: Living With Major Recurring Depression With Davis Janowski

The Healthy Advisor: Living With Major Recurring Depression With Davis Janowski

byDiana Britton, Moderator, Managing Editor

401k real talk

401(k) Real Talk Episode 45: December 14, 2022

401(k) Real Talk Episode 45: December 14, 2022

byFred Barstein, The Retirement Adviser University,

WMIQ: Firms Expect Growth, and More Jobs, in 2023

WMIQ: Firms Expect Growth, and More Jobs, in 2023

byAli Hibbs, Reporter

Hightower Bellevue Merges With $350M RIA Sovereign Wealth Advisors

Hightower Bellevue Merges With $350M RIA Sovereign Wealth Advisors

byWealthManagement.com Staff