JANUARY 31, 2025

INDUSTRY

With LA Fires, Advisors Brace for Long-Term Pro Bono Effort

“We know the need is going to be long-standing, and it’s going to be immense,” said one Los Angeles-based advisor.

ALTERNATIVE INVESTMENTS

FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.

PODCAST

Diamond Podcast for Financial Advisors: 30-Year Wirehouse Veteran on Building a $1B Independent Business

Gerry Spitzer of Questar Capital Partners shares his perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.

WMIQ RESEARCH REPORT

Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness

In partnership with Marsh McLennan Agency

Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.

Download Now >

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