NOVEMBER 16, 2024

ESTATE PLANNING

The Impact of the Election Results on Estate Planning

What can we expect in the next four years?

RPA

How the Hightower Acquisition of NEPC Could Disrupt the Wealth and Retirement Industries

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

FASTCHAT VIDEO

Responding to Retiree Income Needs in Early Retirement

Trending Podcasts

The Healthy Advisor: How Adventure Racing Shaped My Life and Business With Ryan VanGorder

Adventure racing has tested Opto CEO Ryan VanGorder’s physical and mental limits and fueled his life and approach to business.

Focused on the Future: Lisa Crafford on Building Resilient Wealth Management Firms

Constellation Wealth Capital's Lisa Crafford discusses the power of mentorship, strategic growth approaches and the importance of fostering a strong community.

INDUSTRY

LPL Attracts $410M Hollywood-Based Firm From Osaic

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

INDUSTRY

Commonwealth Adds $550M Syracuse Firm

Diversified Capital Management was previously with Cadaret Grant before Atria Wealth bought it and LPL acquired Atria.

PEOPLE

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

TECHNOLOGY

Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.

RIA NEWS

Four Focus Partner Firms Withdraw from Broker Protocol

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.

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