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News
Wealthy clients hold more assets than advisors think, SEI research reveals
1+ day, 22+ hour ago (592+ words) Seven in ten wealthy Americans say their financial advisor has never asked to manage a larger share of their assets despite 95% of advisors saying they actively try to consolidate client assets. SEI Investments Company surveyed 518 financial advisors and 302 high-net-worth investors…...
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 13+ hour ago (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...
OnePoint BFG, Modern Wealth expand Florida presence
2+ day, 19+ hour ago (544+ words) OnePoint BFG Wealth Partners and Modern Wealth Management have extended their respective Southeast footprints this week, adding experienced teams from Northwestern Mutual and LPL in one of the hottest wealth markets in the US. OnePoint BFG, the Parsippany, New Jersey-based…...
Edelman Financial Engines brings fiduciary advice to small business plans
3+ day, 18+ hour ago (499+ words) Edelman Financial Engines is doubling down on its retirement planing focus with a new program for small and mid-sized employers are ready to outsource the fiduciary burden of being a plan sponsor. On Wednesday, the firm unveiled a new integrated…...
Women investors drive new advisor training from Amplified Planning
3+ day, 19+ hour ago (393+ words) Amplified Planning, the financial-planning education company founded by Hannah Moore, has launched a new specialized course aimed at helping financial planners work more effectively with women clients. The course, built on the well-supported premise that the industry's technical training has…...
Two RFG-affiliated advisory firms merge to form $750M WFA Volare
3+ day, 19+ hour ago (709+ words) Two wealth management firms operating within the RFG Advisory community have merged to create WFA Volare, a unified practice managing more than $750 million in client assets across Louisiana and surrounding markets. The transaction brings together WFA, which carries nearly 30 years…...
Prime Capital Financial taps Glenmede veteran to lead new foundations and endowments unit
4+ day, 19+ hour ago (490+ words) Prime Capital Financial has opened a dedicated endowments and foundations practice, hiring Mark Hays away from Glenmede to serve as its president. "Endowments and foundations deserve a true partner who can match institutional-caliber expertise with real personal attention, and we've…...
Wealth.com secures &Partners deal as estate planning tech surges
4+ day, 21+ hour ago (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...
Why advisors need to prepare heirs, not just assets
4+ day, 23+ hour ago (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...
Altruist VP was cited in Vanguard’s 2025 Just Invest lawsuit
1+ week, 2+ day ago (622+ words) Altruist VP of sales Robert Mennow was mentioned in a now-settled lawsuit alleging Vanguard mishandled its 2021 acquisition of Just Invest, adding a notable personnel connection between the custodian startup and its new parent company. InvestmentNews sought comment from Vanguard on…...