Helping Clients Align Wealth With Goals, Legacy, Life Transitions
For high-net-worth and ultra-high-net-worth clients, financial complexity often increases alongside wealth, especially during major transitions such as a…
Major Social Security COLA Update Expected in Under a Week
Millions of Social Security beneficiaries will get a major new clue about their 2027 benefit increase in less…
Why the Best Advisor Platforms Create Flexibility, Not Sameness
As advisor business models evolve, many firms are looking for ways to preserve autonomy while reducing the operational…
Why a Repeatable Investment Process Matters for Advisor Growth
As advisory firms grow, advisors often need to move beyond doing everything themselves and build a more structured,…
Building a Retirement Income Plan for Real Life
As clients approach retirement, financial planning needs to account for more than portfolio values and projected income. Jeanne…
Washington State Proposes Insurance Mandate for Advisors
Washington is considering new regulations mandating insurance for state-registered investment advisors, which attorneys for investors hope will reduce…
401(k) Real Talk Episode 206: September 4, 2026
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA…
Deals & Moves: NewEdge Wealth, LPL, and Osaic Poach From Rivals
NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, recruited four wealth managers to staff a new Fort…
Envestnet Makes $35M Investment in Tamarac Platform
Envestnet is increasing its technology investment in Tamarac with what it calls a $35 million surge investment in…
RIAs Using AI Increase Hiring and Advisor Productivity
With the avalanche of AI hype, product launches and announcements I’m constantly buried by, it is refreshing to…
Another 2027 Social Security COLA Update Is Coming on Sept. 11. What to Watch For.
The final Social Security cost-of-living adjustment (COLA) prediction will be released on Sept. 11, 2026, as we receive…
Great wealth transfer poised to leave advisors chasing inheritance conversations
A new study puts $17.2 trillion in home-based wealth on the move but families aren’t talking about it.…