WealthManagement Edge

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NaviPlan Creator Aims New Firm Conquest Planning At U.S. Market

Jan 03, 2022

After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.

Are You Charging Enough?

Dec 29, 2021

Deciding what to charge when starting out or as an advisor re-evaluating your pricing can be difficult; here are some things to consider.

Father/Son Team Move Book to LPL Financial From MML

Dec 23, 2021

Sterling Wealth Group, which manages about $390 million in client assets, will join JFC Financial Network, an OSJ of LPL, following a year of due diligence.

RIA Edge Podcast: Merit’s Kay Lynn Mayhue on Building a National Wealth Management Firm

Dec 21, 2021

Merit Financial Advisors President Kay Lynn Mayhue provides a look under the hood at the firm's recent acquisitions and rapid growth.

Pivoting to High-Net-Worth Clients Is No Easy Task

Dec 17, 2021

Advisors who want to reposition their firms to focus on wealthier households have their work cut out for them.

RIA Edge Podcast: Wipfli's Jeff Pierce's Strategies for Driving Quality RIA Growth

Dec 15, 2021

Wipfli Financial Advisors CEO Jeff Pierce details how his firm is using M&A to acquire both clients and talent that will drive future growth.

RIA Edge: Driving the Next Generation of Growth for the RIA Community

Nov 30, 2021

Why Informa and the WealthManagement.com team are investing in new events, research, data and digital offerings for RIAs.

RIA Edge Podcast: Growth by Design with Journey’s Penny Phillips

Nov 23, 2021

Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors.

RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney

Nov 12, 2021

Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies.

RIA Edge: Strategic RIA Growth With Stan Gregor

Oct 27, 2021

Summit Financial's Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms.