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News
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
Commercial real estate succession planning creates wealth opportunity for advisors
1+ mon, 1+ week ago (651+ words) A succession planning gap is opening inside one of the most significant wealth transfer cycles in American history, creating an opportunity for financial advisors. Amid the much-talked-about Great Wealth Transfer of $124 trillion over the next 20 years or so, including around…...
Vanilla, WealthFeed land new RIA partnerships
2+ mon, 1+ week ago (518+ words) Estate planning technology provider Vanilla and prospecting platform WealthFeed have extended their respective networks this week, underscoring how quickly wealthtech vendors are locking down distribution deals with both boutique family offices and national RIA networks. Salt Lake City, Utah-based Vanilla…...
Creative Planning broadens reach in southwest with accounting, advisory firm acquisition
2+ mon, 3+ week ago (318+ words) Creative Planning is broadening its footprint along the Gulf Coast, announcing an agreement to acquire MarkhamNorton Accountants+Advisors, a long-established accounting and advisory firm based in southwest Florida. The Overland Park, Kansas-based registered investment advisor said the deal is set…...
Wealthbox announces new AI agents
4+ mon, 2+ week ago (339+ words) And so it's notable that Wealthbox has (finally) begun to ramp up the release of new AI features within its platform, including this month the announcement of an integrated AI Assistant and AI Agent. Meanwhile, Wealthbox's AI Agent is designed…...
What it really takes to serve ultra high net worth clients
2+ mon, 3+ week ago (369+ words) The wealth management industry talks constantly about holistic planning and comprehensive service. But the closer you look at most firms, the clearer the gaps become. Those gaps are not minor inconveniences at the ultra-high net worth level. They are deal-breakers....
One year of the OBBBA: How advisors are replanning around its biggest provisions
1+ mon, 2+ week ago (289+ words) For advisors, 2026 is the first full year all of these provisions are in effect simultaneously — and the planning implications are still being digested. Three advisors describe the provisions that have changed their client conversations most, which ones remain underused, and…...
Wealth.com raises $65M to become the all-in-one AI software for specialized planning?
3+ mon, 3+ week ago (221+ words) Michael Kitces is Head of Planning Strategy at Focus Partners Wealth, which provides an evidence-based approach to private wealth management for near- and current retirees, and Focus Partners Advisor Solutions, a turnkey wealth management services provider supporting thousands of independent…...
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…...
There’s no advisor playbook for resolving family succession conflicts, but these skills help: UBS
1+ mon, 2+ week ago (460+ words) Family conflicts can be extremely difficult for advisors to navigate when it comes to business succession planning, but UBS experts have laid out the skills and strategies that can help defuse an often incendiary situation. This could be, for example,…...