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... Office, Integrated Expands in Boston]]></title>
^
<?xml version="1.0" encoding="utf-8"?><rss version="2.0" xml:base="https://www.wealthmanagement.com" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:media="http://search.yahoo.com/mrss/" xmlns:content="http://purl.org/rss/1.0/modules/content/"> <channel> <title>wealthmanagement</title> <link>https://www.wealthmanagement.com</link> <description>Public RSS feed</description> <language>en</language> <atom:link href="https://www.wealthmanagement.com/feeds/rss.xml" rel="self" type="application/rss+xml" /> <item> <title><![CDATA[Zephyr's Adjusted for Risk: Real Estate Dynamics and Family Office Strategies with Ron Diamond]]></title> <link><![CDATA[https://www.wealthmanagement.com/high-net-worth/zephyr-s-adjusted-for-risk-real-estate-dynamics-and-family-office-strategies-with-ron-diamond]]></link> <description><![CDATA[As the keynote speaker for the upcoming IMN Real Estate Family Office and Private Wealth Conference, Ronald Diamond provides a preview of his talk, highlighting the $124 trillion wealth transfer from baby boomers and its impact on how companies are financed and the challenges and opportunities for family offices, especially when investing in real estate.]]></description> <pubDate>Fri, 30 May 2025 19:04:39 GMT</pubDate> <dc:creator>Ryan Nauman</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/high-net-worth/zephyr-s-adjusted-for-risk-real-estate-dynamics-and-family-office-strategies-with-ron-diamond]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9d72279bef8bba30/683a02e563cf594c83d1c8ad/Ron_Diamond_Speaker_card.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9d72279bef8bba30/683a02e563cf594c83d1c8ad/Ron_Diamond_Speaker_card.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Ron_Diamond_Speaker_card.png</media:title> </media:content> </item> <item> <title><![CDATA[Deals & Moves: $26B Brighton Adds Atlanta Office, Integrated Expands in Boston]]></title> <link><![CDATA[https://www.wealthmanagement.com/mergers-acquisitions/deals-moves-26b-brighton-adds-atlanta-office-integrated-expands-in-boston]]></link> <description><![CDATA[In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.]]></description> <pubDate>Fri, 30 May 2025 18:36:44 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/mergers-acquisitions/deals-moves-26b-brighton-adds-atlanta-office-integrated-expands-in-boston]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt92313be2f5fd9d66/6734a83abb7a7bea9ad84186/mergers-acquisitions.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt92313be2f5fd9d66/6734a83abb7a7bea9ad84186/mergers-acquisitions.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">mergers-acquisitions.jpg</media:title> </media:content> </item> <item> <title><![CDATA['Dr. Cash' Sentenced to Three Years for Fraud]]></title> <link><![CDATA[https://www.wealthmanagement.com/regulation-compliance/unregistered-advisor-dr-cash-sentenced-to-three-years-for-fraud]]></link> <description><![CDATA[According to the Justice Department, Terrence Chalk enticed victims by using an alias to hide his previous fraud conviction. In total, he raised $4.8 million from 26 investors.]]></description> <pubDate>Fri, 30 May 2025 16:25:57 GMT</pubDate> <dc:creator>Patrick Donachie</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/regulation-compliance/unregistered-advisor-dr-cash-sentenced-to-three-years-for-fraud]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt77762d8a012d7747/6734aef9ff9e739c71bbb50d/terrence-cash.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt77762d8a012d7747/6734aef9ff9e739c71bbb50d/terrence-cash.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">terrence-cash.jpg</media:title> </media:content> </item> <item> <title><![CDATA[RIA Industry Hit Record Number of Firms, Client AUM in 2024]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/ria-industry-hits-record-number-of-firms-client-aum]]></link> <description><![CDATA[The Investment Advisor Association’s annual industry report showed an all-time high of 15,870 SEC-registered advisors overseeing a 12.6% increase in assets to $144.6 as of the end of 2024.]]></description> <pubDate>Fri, 30 May 2025 15:58:17 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/ria-industry-hits-record-number-of-firms-client-aum]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltba5d471bcbdb843f/67336ea2c1d53bddb7f78976/advisor-tablet_0.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltba5d471bcbdb843f/67336ea2c1d53bddb7f78976/advisor-tablet_0.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">advisor-tablet_0.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Surge Ventures Continues Buildout of Its SurgOne.ai Platform With MGL Acquisition]]></title> <link><![CDATA[https://www.wealthmanagement.com/advisor-support-platforms/surge-ventures-continues-buildout-of-its-surgone-ai-platform-with-mgl-acquisition]]></link> <description><![CDATA[MGL founder Melinda “Mimi” G. LeGaye joins as president of compliance services.]]></description> <pubDate>Thu, 29 May 2025 20:43:41 GMT</pubDate> <dc:creator>Davis Janowski</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/advisor-support-platforms/surge-ventures-continues-buildout-of-its-surgone-ai-platform-with-mgl-acquisition]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltf3fb962d7de0e050/6733fccca3bea051309a38a3/technology-data-code.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltf3fb962d7de0e050/6733fccca3bea051309a38a3/technology-data-code.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">technology-data-code.jpg</media:title> </media:content> </item> <item> <title><![CDATA[What’s In My Wealthstack: Sanctuary's Robert Coppola]]></title> <link><![CDATA[https://www.wealthmanagement.com/financial-technology/what-s-in-my-wealthstack-sanctuary]]></link> <description><![CDATA[Sanctuary CTO Robert Coppola on how the firm balances the benefits of an integrated wealthstack with needed flexibility for its 120 affiliated advisory teams.]]></description> <pubDate>Thu, 29 May 2025 19:14:17 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/financial-technology/what-s-in-my-wealthstack-sanctuary]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt78a40a21aadc4218/6839d090002b179ebcb1ff61/Bob-Coppola_Sanctuary-CTO-promo.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt78a40a21aadc4218/6839d090002b179ebcb1ff61/Bob-Coppola_Sanctuary-CTO-promo.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Bob-Coppola_Sanctuary-CTO-promo.jpg</media:title> </media:content> </item> <item> <title><![CDATA[SEC Accuses Advisor of $17M Scheme Targeting Venezuelan Nationals, Clergy]]></title> <link><![CDATA[https://www.wealthmanagement.com/regulation-compliance/sec-accuses-advisor-of-17m-scheme-targeting-venezuelan-nationals-clergy]]></link> <description><![CDATA[According to the commission, Andrew Jacobus allegedly raised nearly $40 million from clients, falsely claiming he would invest their securities via accounts at U.S.-based brokerage firms.]]></description> <pubDate>Thu, 29 May 2025 18:40:36 GMT</pubDate> <dc:creator>Patrick Donachie</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/regulation-compliance/sec-accuses-advisor-of-17m-scheme-targeting-venezuelan-nationals-clergy]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltc388a1fa994e569b/672b37a1b7946788b34991ad/sec-building-news-pm-2021.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltc388a1fa994e569b/672b37a1b7946788b34991ad/sec-building-news-pm-2021.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">sec-building-news-pm-2021.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Ameriprise, LPL Clash Over Advisor Phone Searches in Escalating Legal Battle]]></title> <link><![CDATA[https://www.wealthmanagement.com/wealth-management-industry-trends/ameriprise-lpl-clash-over-advisor-phone-searches-in-escalating-legal-battle]]></link> <description><![CDATA[Ameriprise is accusing advisors who left the firm for LPL of “coordinating” with their new employer to stop a search for alleged private client data, while LPL wants Ameriprise to agree to a "targeted" search they claim fulfills an agreed-on court order.]]></description> <pubDate>Thu, 29 May 2025 17:06:17 GMT</pubDate> <dc:creator>Patrick Donachie</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/wealth-management-industry-trends/ameriprise-lpl-clash-over-advisor-phone-searches-in-escalating-legal-battle]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb6fd3de21e0afe26/674d951ff22ad3a44bd3941f/lpl-ameriprise.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb6fd3de21e0afe26/674d951ff22ad3a44bd3941f/lpl-ameriprise.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">lpl-ameriprise.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Focus Partners Wealth to Acquire $9.4B Los Angeles-Based RIA]]></title> <link><![CDATA[https://www.wealthmanagement.com/mergers-acquisitions/focus-partners-wealth-to-acquire-9-4b-los-angeles-based-ria]]></link> <description><![CDATA[Focus Partners Wealth, formerly The Colony Group and Buckingham Strategic Wealth, announces its first acquisition since the rebranding, adding Churchill Management Group.]]></description> <pubDate>Thu, 29 May 2025 16:57:04 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/mergers-acquisitions/focus-partners-wealth-to-acquire-9-4b-los-angeles-based-ria]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta50acaf5145d2c4b/67921fdf0f693a997830c5d0/focus-financial-new.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta50acaf5145d2c4b/67921fdf0f693a997830c5d0/focus-financial-new.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">focus-financial-new.png</media:title> </media:content> </item> <item> <title><![CDATA[The Diamond Podcast for Financial Advisors: Who’s in Control, The Advisor or The Firm?]]></title> <link><![CDATA[https://www.wealthmanagement.com/career-moves/the-diamond-podcast-for-financial-advisors-who-s-in-control-the-advisor-or-the-firm-]]></link> <description><![CDATA[The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control.]]></description> <pubDate>Thu, 29 May 2025 16:30:18 GMT</pubDate> <dc:creator>Jason Diamond, Mindy Diamond</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/career-moves/the-diamond-podcast-for-financial-advisors-who-s-in-control-the-advisor-or-the-firm-]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9c3fe07042d83de9/6838900f05bdbbeb34416c59/1280x720-Industry-Update-312.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9c3fe07042d83de9/6838900f05bdbbeb34416c59/1280x720-Industry-Update-312.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">1280x720-Industry-Update-312.jpg</media:title> </media:content> </item> <item> <title><![CDATA[When Everything Changes: The 5 Stages of Advisor Grief]]></title> <link><![CDATA[https://www.wealthmanagement.com/career-moves/when-everything-changes-the-5-stages-of-advisor-grief]]></link> <description><![CDATA[Recognize the emotions of the ongoing disruption in the wealth management world and use them as a catalyst for growth.]]></description> <pubDate>Thu, 29 May 2025 16:26:44 GMT</pubDate> <dc:creator>Jason Diamond</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/career-moves/when-everything-changes-the-5-stages-of-advisor-grief]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt11628d9a976b2287/6734d9db938f040cfd128ee6/EmotionalRange.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt11628d9a976b2287/6734d9db938f040cfd128ee6/EmotionalRange.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">EmotionalRange.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Goldman Sachs Adds ‘ETF Look Through’ to Direct Indexing Strategy]]></title> <link><![CDATA[https://www.wealthmanagement.com/smas/goldman-sachs-adds-etf-look-through-to-direct-indexing-strategy]]></link> <description><![CDATA[The new feature, available to RIAs initially, allows GSAM to “look through” to ETF underlying holdings to understand the risk/tax tradeoff.]]></description> <pubDate>Thu, 29 May 2025 15:58:51 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/smas/goldman-sachs-adds-etf-look-through-to-direct-indexing-strategy]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt0eb49f196bee9f6f/673489b415503f2b8dfc6f35/goldman-sachs-logo.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt0eb49f196bee9f6f/673489b415503f2b8dfc6f35/goldman-sachs-logo.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">goldman-sachs-logo.jpg</media:title> </media:content> </item> <item> <title><![CDATA[The Word on WealthTech for May 2025]]></title> <link><![CDATA[https://www.wealthmanagement.com/financial-technology/the-word-on-wealthtech-for-may-2025]]></link> <description><![CDATA[F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.]]></description> <pubDate>Thu, 29 May 2025 15:55:34 GMT</pubDate> <dc:creator>Doug Fritz</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/financial-technology/the-word-on-wealthtech-for-may-2025]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8a9c0736fea3053e/679a36426f120b081357e3dc/F2_Strategy_Word_On_WealthTech_Logo.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8a9c0736fea3053e/679a36426f120b081357e3dc/F2_Strategy_Word_On_WealthTech_Logo.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">F2_Strategy_Word_On_WealthTech_Logo.png</media:title> </media:content> </item> <item> <title><![CDATA[Thiel's Indivisible Adds Women-Led Somerset Advisory]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/indivisible-acquires-women-led-somerset-advisory]]></link> <description><![CDATA[According to filings, John Thiel’s RIA Indivisible has added its third advisory with a firm led by a former Merrill wealth advisor.]]></description> <pubDate>Thu, 29 May 2025 15:53:45 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/indivisible-acquires-women-led-somerset-advisory]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt4fcbee585b920d3e/67921feb5180518bf894c7ec/john-thiel.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt4fcbee585b920d3e/67921feb5180518bf894c7ec/john-thiel.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">john-thiel.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Seven Investment Insights from Dolly Parton]]></title> <link><![CDATA[https://www.wealthmanagement.com/investing-strategies/seven-investment-insights-from-dolly-parton]]></link> <description><![CDATA[Enduring wisdom from the Sage of Tennessee.]]></description> <pubDate>Wed, 28 May 2025 18:47:40 GMT</pubDate> <dc:creator>Oliver Campbell</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/investing-strategies/seven-investment-insights-from-dolly-parton]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb5dac7df16784175/68375adad44ca0135e457498/dolly-parton-investment-insights-promo.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb5dac7df16784175/68375adad44ca0135e457498/dolly-parton-investment-insights-promo.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">dolly-parton-investment-insights-promo.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Cerulli: 23% of Affluent Investors Still Open to Commission-Based Fees]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/cerulli-23-of-affluent-investors-still-open-to-commission-based-fees]]></link> <description><![CDATA[Even as the advisor industry has embraced fee-based compensation models, nearly one-quarter of affluent investors still prefer a one-off, commission-based structure.]]></description> <pubDate>Wed, 28 May 2025 18:05:43 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/cerulli-23-of-affluent-investors-still-open-to-commission-based-fees]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8d98a0d6cf2a5b1f/67b48a9719376ee7018646e3/dollar-percent-sign.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8d98a0d6cf2a5b1f/67b48a9719376ee7018646e3/dollar-percent-sign.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">dollar-percent-sign.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Commonwealth Makes AI Notetaking Platform Zocks Available to Its Advisors]]></title> <link><![CDATA[https://www.wealthmanagement.com/artificial-intelligence/commonwealth-makes-ai-notetaking-platform-zocks-available-to-its-advisors]]></link> <description><![CDATA[While advisors will pay for the technology, Commonwealth will manage it, associated security and compliance.]]></description> <pubDate>Wed, 28 May 2025 17:41:11 GMT</pubDate> <dc:creator>Davis Janowski</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/artificial-intelligence/commonwealth-makes-ai-notetaking-platform-zocks-available-to-its-advisors]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blteb9c53acafd1c62f/672b1dcd8934537c5d61c0a0/commonwealth-wall-sign.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blteb9c53acafd1c62f/672b1dcd8934537c5d61c0a0/commonwealth-wall-sign.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">commonwealth-wall-sign.jpg</media:title> </media:content> </item> <item> <title><![CDATA[DOL Opens Door for Crypto in 401(k)s]]></title> <link><![CDATA[https://www.wealthmanagement.com/regulation-compliance/dol-opens-door-for-crypto-in-401-k-s]]></link> <description><![CDATA[“The Biden administration’s Department of Labor made a choice to put their thumb on the scale,” said U.S. Secretary of Labor Lori Chavez-DeRemer.]]></description> <pubDate>Wed, 28 May 2025 17:05:23 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/regulation-compliance/dol-opens-door-for-crypto-in-401-k-s]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt2c7fb570722006a3/683747e1c931b208073f33ca/labor-secretary-Lori-Chavez-DeRemer.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt2c7fb570722006a3/683747e1c931b208073f33ca/labor-secretary-Lori-Chavez-DeRemer.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">labor-secretary-Lori-Chavez-DeRemer.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Gen Z, Don't Be Fooled By GenAI Financial Advisors]]></title> <link><![CDATA[https://www.wealthmanagement.com/artificial-intelligence/gen-z-don-t-be-fooled-by-genai-financial-advisers]]></link> <description><![CDATA[The technology is a shiny new tool aimed at wooing young investors, but real people have a huge advantage over their digital counterpart.]]></description> <pubDate>Wed, 28 May 2025 16:41:02 GMT</pubDate> <dc:creator>Erin Lowry</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/artificial-intelligence/gen-z-don-t-be-fooled-by-genai-financial-advisers]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltffb403aef04a6f77/6733f2a3a9c5a4842e3ac51d/businessman-money-markets.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltffb403aef04a6f77/6733f2a3a9c5a4842e3ac51d/businessman-money-markets.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">businessman-money-markets.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Seven Tips for Navigating the New Regulations Under Section 2801]]></title> <link><![CDATA[https://www.wealthmanagement.com/estate-planning/seven-tips-for-navigating-the-new-regulations-under-section-2801]]></link> <description><![CDATA[Tax practitioners prioritize avoiding covered expatriate status.]]></description> <pubDate>Wed, 28 May 2025 15:08:30 GMT</pubDate> <dc:creator>Ada K. Colomb</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/estate-planning/seven-tips-for-navigating-the-new-regulations-under-section-2801]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9e16d64cca7b9abe/68373a39c931b2863a3f3394/green-card.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9e16d64cca7b9abe/68373a39c931b2863a3f3394/green-card.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">green-card.jpg</media:title> </media:content> </item> <item> <title><![CDATA[GOP Budget Bill Signals Wealth Taxes Increasingly on the Table]]></title> <link><![CDATA[https://www.wealthmanagement.com/high-net-worth/gop-budget-bill-signals-wealth-taxes-increasingly-on-the-table]]></link> <description><![CDATA[Are Republicans rethinking their approach to taxation?]]></description> <pubDate>Wed, 28 May 2025 15:05:41 GMT</pubDate> <dc:creator>Geoff Paul</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/high-net-worth/gop-budget-bill-signals-wealth-taxes-increasingly-on-the-table]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta9bd54087616c11a/6734c3502ac70c13b6159aa2/us-capitol-dollars.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta9bd54087616c11a/6734c3502ac70c13b6159aa2/us-capitol-dollars.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">us-capitol-dollars.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future]]></title> <link><![CDATA[https://www.wealthmanagement.com/professional-development/focused-on-the-future-mariner-s-katrina-radenberg-on-growth-giving-and-the-future]]></link> <description><![CDATA[Katrina Radenberg discusses Mariner's organic growth strategies, the impact of their foundation and attracting next-gen talent in wealth management.]]></description> <pubDate>Wed, 28 May 2025 14:43:18 GMT</pubDate> <dc:creator>Suzanne Siracuse</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/professional-development/focused-on-the-future-mariner-s-katrina-radenberg-on-growth-giving-and-the-future]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt20b66c9255f970b9/683722d7293f4a997509a382/FOF_KatrinaRadenberg_1540x800.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt20b66c9255f970b9/683722d7293f4a997509a382/FOF_KatrinaRadenberg_1540x800.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">FOF_KatrinaRadenberg_1540x800.png</media:title> </media:content> </item> <item> <title><![CDATA[This Isn’t the First Time Markets Have Been Rattled by Tariffs. It Won’t Be the Last]]></title> <link><![CDATA[https://www.wealthmanagement.com/equities/this-isn-t-the-first-time-markets-have-been-rattled-by-tariffs-it-won-t-be-the-last]]></link> <description><![CDATA[Here’s how to can help clients see the big picture and stay aligned with their plan.]]></description> <pubDate>Wed, 28 May 2025 14:30:35 GMT</pubDate> <dc:creator>Dr. Guy Baker</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/equities/this-isn-t-the-first-time-markets-have-been-rattled-by-tariffs-it-won-t-be-the-last]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt320dcd3c84b24829/673373f303bd4084c2cba862/black-monday-newspaper.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt320dcd3c84b24829/673373f303bd4084c2cba862/black-monday-newspaper.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">black-monday-newspaper.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Tips and Tricks for Drafting Around the Disposition of Tangibles]]></title> <link><![CDATA[https://www.wealthmanagement.com/estate-planning/tips-and-tricks-for-drafting-around-the-disposition-of-tangibles]]></link> <description><![CDATA[Strategies to help avoid family disharmony and litigation.]]></description> <pubDate>Wed, 28 May 2025 13:54:28 GMT</pubDate> <dc:creator>Brian D. Conboy, Leah Hokenson</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/estate-planning/tips-and-tricks-for-drafting-around-the-disposition-of-tangibles]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdcf5b038588def53/6837280020fe781e55afd840/old-lady-hands-jewelry-box.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdcf5b038588def53/6837280020fe781e55afd840/old-lady-hands-jewelry-box.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">old-lady-hands-jewelry-box.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Zephyr's Adjusted for Risk: In-Depth with David Armstrong - The Future of Investment Conferences and Wealth Management Trends]]></title> <link><![CDATA[https://www.wealthmanagement.com/professional-development/zephyr-s-adjusted-for-risk-in-depth-with-david-armstrong-the-future-of-investment-conferences-and-wealth-management-trends]]></link> <description><![CDATA[Host Ryan Nauman interviews David Armstrong of WealthManagement.com about the upcoming Wealth Management EDGE conference, changes in the wealth management conference landscape and key industry trends.]]></description> <pubDate>Wed, 28 May 2025 13:34:21 GMT</pubDate> <dc:creator>Ryan Nauman</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/professional-development/zephyr-s-adjusted-for-risk-in-depth-with-david-armstrong-the-future-of-investment-conferences-and-wealth-management-trends]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3c3bb260956f9d0a/683633ebae007b2dc9da093a/Armstrong_Speaker_card.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3c3bb260956f9d0a/683633ebae007b2dc9da093a/Armstrong_Speaker_card.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Armstrong_Speaker_card.png</media:title> </media:content> </item> <item> <title><![CDATA[Ex-Rochdale Investment CEO, Team Launch RIA Sandro Wealth]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/former-rochdale-investment-management-team-launch-ria-sandro-wealth]]></link> <description><![CDATA[Garrett D’Alessandro leads a team of City National Rochdale alumni at a new RIA and wealth platform for ultra-high-net-worth clients.]]></description> <pubDate>Wed, 28 May 2025 13:31:04 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/former-rochdale-investment-management-team-launch-ria-sandro-wealth]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt82b89801025f48a9/6837366a8bc572eab753c55b/Garrett-D_Alessandro-Sandro.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt82b89801025f48a9/6837366a8bc572eab753c55b/Garrett-D_Alessandro-Sandro.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Garrett-D_Alessandro-Sandro.jpg</media:title> </media:content> </item> <item> <title><![CDATA[SEC Charges Former Marine With Running $2.5M Scheme Defrauding Fellow Vets]]></title> <link><![CDATA[https://www.wealthmanagement.com/regulation-compliance/sec-charges-former-marine-with-running-2-5m-scheme-defrauding-fellow-vets]]></link> <description><![CDATA[According to the SEC, Christopher Aubin claimed investors’ money would fund high-interest loans with significant returns, but he instead used the funds for lavish personal expenses.]]></description> <pubDate>Tue, 27 May 2025 20:07:24 GMT</pubDate> <dc:creator>Patrick Donachie</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/regulation-compliance/sec-charges-former-marine-with-running-2-5m-scheme-defrauding-fellow-vets]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9c99293b3dc000aa/6790d95384e74500bb4ec5bd/court-house-columns-blur.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt9c99293b3dc000aa/6790d95384e74500bb4ec5bd/court-house-columns-blur.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">court-house-columns-blur.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Trusts & Estates: June 2025 Digital Edition]]></title> <link><![CDATA[https://www.wealthmanagement.com/publications/trusts---estates/trusts-estates-june-2025-digital-edition]]></link> <description><![CDATA[Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions]]></description> <pubDate>Tue, 27 May 2025 19:27:44 GMT</pubDate> <dc:creator></dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/publications/trusts---estates/trusts-estates-june-2025-digital-edition]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt042f5411ee3ec22b/683613f5a09f9e42751a4d28/TE_COVER_JUNE25.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt042f5411ee3ec22b/683613f5a09f9e42751a4d28/TE_COVER_JUNE25.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">TE_COVER_JUNE25.jpg</media:title> </media:content> </item> <item> <title><![CDATA[TAMP Pioneer Scott MacKillop Joins WealthTech Strategy Partners as Senior Advisor]]></title> <link><![CDATA[https://www.wealthmanagement.com/financial-technology/tamp-pioneer-scott-mackillop-joins-wealthtech-strategy-partners-as-senior-advisor]]></link> <description><![CDATA[First Ascent Asset Management founder Scott MacKillop’s next chapter will include advising on TAMP-related work for investment bank WealthTech Strategy Partners.]]></description> <pubDate>Tue, 27 May 2025 16:45:21 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/financial-technology/tamp-pioneer-scott-mackillop-joins-wealthtech-strategy-partners-as-senior-advisor]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdcfdaa2e5a6d45d7/68360c74e57151dbe49892ba/scott-mackillop-wealthtech-strategy.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdcfdaa2e5a6d45d7/68360c74e57151dbe49892ba/scott-mackillop-wealthtech-strategy.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">scott-mackillop-wealthtech-strategy.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Advisor Due Diligence: The Most Critical Duty of a 401(k) Plan Sponsor]]></title> <link><![CDATA[https://www.wealthmanagement.com/rpa-news/advisor-due-diligence-the-most-critical-duty-of-a-401-k-plan-sponsor]]></link> <description><![CDATA[Research shows more plans are using third parties to conduct RPA due diligence.]]></description> <pubDate>Tue, 27 May 2025 15:53:18 GMT</pubDate> <dc:creator>Fred Barstein</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/rpa-news/advisor-due-diligence-the-most-critical-duty-of-a-401-k-plan-sponsor]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt96b58712f4409f88/6734a9ccd0d64f69e2fa3b4d/businessman-window-papers.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt96b58712f4409f88/6734a9ccd0d64f69e2fa3b4d/businessman-window-papers.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">businessman-window-papers.jpg</media:title> </media:content> </item> <item> <title><![CDATA[The Role and Economic Benefits of Private Credit and BDCs]]></title> <link><![CDATA[https://www.wealthmanagement.com/alternative-investments/the-role-and-economic-benefits-of-private-credit-and-bdcs]]></link> <description><![CDATA[The migration of lending away from regulated banks and more transparent public markets creates potential risk.]]></description> <pubDate>Tue, 27 May 2025 15:39:56 GMT</pubDate> <dc:creator>Larry Swedroe</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/alternative-investments/the-role-and-economic-benefits-of-private-credit-and-bdcs]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt5ae60e942b256e74/6734b273c4e2f810eb008bdd/finance-investing.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt5ae60e942b256e74/6734b273c4e2f810eb008bdd/finance-investing.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">finance-investing.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Ashton Thomas Adds $900M Team From SVB Private]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/ashton-thomas-adds-900m-team-from-svb-private]]></link> <description><![CDATA[Ashton Thomas Private Wealth adds Lance Millar and Stewart Preziose from SVB Private, forming Speritas Private Wealth Team with $900 million in AUM in San Francisco.]]></description> <pubDate>Tue, 27 May 2025 15:38:52 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/ashton-thomas-adds-900m-team-from-svb-private]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt5badfc01166d6492/6835f1342b4adf08f7e9c6b7/Lance-Millar-Stewart-Preziose.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt5badfc01166d6492/6835f1342b4adf08f7e9c6b7/Lance-Millar-Stewart-Preziose.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Lance-Millar-Stewart-Preziose.png</media:title> </media:content> </item> <item> <title><![CDATA[Celebrity Estates: Leon Spinks and First-Generation Wealth with George Stefanou]]></title> <link><![CDATA[https://www.wealthmanagement.com/estate-planning/celebrity-estates-leon-spinks-and-first-generation-wealth-with-george-stefanou]]></link> <description><![CDATA[Advisor and author George Stefanou details the estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.]]></description> <pubDate>Tue, 27 May 2025 14:57:25 GMT</pubDate> <dc:creator>David H. Lenok</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/estate-planning/celebrity-estates-leon-spinks-and-first-generation-wealth-with-george-stefanou]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb84d8d127e4de477/6835d5f8939eaba4bcac848a/CE_GeorgeStefanou_1540x800.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb84d8d127e4de477/6835d5f8939eaba4bcac848a/CE_GeorgeStefanou_1540x800.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">CE_GeorgeStefanou_1540x800.png</media:title> </media:content> </item> <item> <title><![CDATA[Zephyr's Adjusted for Risk: The Role of Financial Advisors in Estate Planning]]></title> <link><![CDATA[https://www.wealthmanagement.com/estate-planning/zephyr-s-adjusted-for-risk-the-role-of-financial-advisors-in-estate-planning]]></link> <description><![CDATA[David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.]]></description> <pubDate>Tue, 27 May 2025 14:33:32 GMT</pubDate> <dc:creator>Ryan Nauman</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/estate-planning/zephyr-s-adjusted-for-risk-the-role-of-financial-advisors-in-estate-planning]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltd1339934b166dd77/6830e3f2d82d997123a2040c/Handler_Speaker_Card.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltd1339934b166dd77/6830e3f2d82d997123a2040c/Handler_Speaker_Card.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Handler_Speaker_Card.png</media:title> </media:content> </item> <item> <title><![CDATA[RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-edge/ria-edge-podcast-cresset-s-susie-cranston-on-how-an-industrial-scale-ria-benefits-clients-the-firm]]></link> <description><![CDATA[Cresset President Susie Cranston discusses the firm’s growth to $65B AUM, family office services and insights on evolving advisory models in the RIA space.]]></description> <pubDate>Tue, 27 May 2025 14:20:37 GMT</pubDate> <dc:creator>David Armstrong</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-edge/ria-edge-podcast-cresset-s-susie-cranston-on-how-an-industrial-scale-ria-benefits-clients-the-firm]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3f49a39e16d6c113/6835caed293f4a6cec099be9/RIAEdge_Susie_Cranston_1540x800.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3f49a39e16d6c113/6835caed293f4a6cec099be9/RIAEdge_Susie_Cranston_1540x800.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">RIAEdge_Susie_Cranston_1540x800.png</media:title> </media:content> </item> <item> <title><![CDATA[From Tariff Tantrums to an AI Bubble: 6 Questions on Advisors’ Minds]]></title> <link><![CDATA[https://www.wealthmanagement.com/investing-strategies/from-tariff-tantrums-to-an-ai-bubble-6-questions-on-advisors-minds]]></link> <description><![CDATA[Advisors have been navigating tricky markets in 2025. Cetera Financial CIO Gene Goldman answers six burning questions he has been receiving from the firm’s advisors.]]></description> <pubDate>Tue, 27 May 2025 13:42:25 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/investing-strategies/from-tariff-tantrums-to-an-ai-bubble-6-questions-on-advisors-minds]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt55df5dbe71f04e31/6835c12e6cf312dd5bd822ca/gene-goldman-cetera.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt55df5dbe71f04e31/6835c12e6cf312dd5bd822ca/gene-goldman-cetera.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">gene-goldman-cetera.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Ritholtz Wealth Management Moves Chicago Office to The Salt Shed]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/ritholtz-opens-new-chicago-office]]></link> <description><![CDATA[The new office will serve as a second headquarters for the RIA and a blueprint for other Ritholtz locations.]]></description> <pubDate>Tue, 27 May 2025 09:17:14 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/ritholtz-opens-new-chicago-office]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb79b48d868b571c0/6830d2988e65ad31601e10b1/salt-shed-chicago.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb79b48d868b571c0/6830d2988e65ad31601e10b1/salt-shed-chicago.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">salt-shed-chicago.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Why Now Is the Ideal Time to Reassess Annuities]]></title> <link><![CDATA[https://www.wealthmanagement.com/retirement/why-now-is-the-ideal-time-to-reassess-annuities]]></link> <description><![CDATA[An annuity environment this favorable won’t last.]]></description> <pubDate>Fri, 23 May 2025 18:33:53 GMT</pubDate> <dc:creator>Chad Druvenga</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/retirement/why-now-is-the-ideal-time-to-reassess-annuities]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta09447063d04cc58/6734cc50c6a8216bebbcf855/hourglass-money.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta09447063d04cc58/6734cc50c6a8216bebbcf855/hourglass-money.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">hourglass-money.jpg</media:title> </media:content> </item> <item> <title><![CDATA[The 10 Wealthiest Cities in the U.S.]]></title> <link><![CDATA[https://www.wealthmanagement.com/wealth-management-industry-trends/the-10-wealthiest-cities-in-the-u-s-]]></link> <description><![CDATA[The usual suspects top the list, but Texas makes a particularly strong showing.]]></description> <pubDate>Fri, 23 May 2025 16:45:51 GMT</pubDate> <dc:creator>WealthManagement.com Staff</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/wealth-management-industry-trends/the-10-wealthiest-cities-in-the-u-s-]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb97ef7fecba88e53/6830a54a0249571ad168e1ca/top-10-wealthiest-cities-in-the-US-promo.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltb97ef7fecba88e53/6830a54a0249571ad168e1ca/top-10-wealthiest-cities-in-the-US-promo.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">top-10-wealthiest-cities-in-the-US-promo.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Deals & Moves Roundup: Mather Group, Great Diamond Buy RIAs]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/deals-moves-mather-group-great-diamond-acquire-rias]]></link> <description><![CDATA[In addition, $15 billion Aspiriant adds six partners, QTR Wealth announces its RIA independence and LPL snags an $850 million advisory from Cetera.]]></description> <pubDate>Fri, 23 May 2025 16:01:31 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/deals-moves-mather-group-great-diamond-acquire-rias]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt851bb14e39ca4c4a/6830ad4cd0d53212f6aab669/Stephen-Poulos-great-diamond.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt851bb14e39ca4c4a/6830ad4cd0d53212f6aab669/Stephen-Poulos-great-diamond.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">Stephen-Poulos-great-diamond.jpg</media:title> </media:content> </item> <item> <title><![CDATA[RIA Edge 100: Cresset]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-edge/ria-edge-100-cresset]]></link> <description><![CDATA[The president and COO of the family-office-turned-mega-RIA says the company’s growth can be traced to its roots, which include expertise in private market investing and a commitment to digital marketing.]]></description> <pubDate>Fri, 23 May 2025 15:50:17 GMT</pubDate> <dc:creator>Alex Ortolani</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-edge/ria-edge-100-cresset]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltac42dd5dd08a4f97/683098e3bb0dc1081df638ba/susie-cranston-cresset.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltac42dd5dd08a4f97/683098e3bb0dc1081df638ba/susie-cranston-cresset.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">susie-cranston-cresset.jpg</media:title> </media:content> </item> <item> <title><![CDATA[DOJ: Massachusetts Couple Used COVID-19 Loans To Fund $3M+ Ponzi Scheme]]></title> <link><![CDATA[https://www.wealthmanagement.com/regulation-compliance/doj-massachusetts-couple-used-covid-19-loans-to-fund-3m-advisor-ponzi-scheme]]></link> <description><![CDATA[Milendophe Duperier and Vanessa Joseph agreed to plead guilty to conspiracy to commit wire fraud. According to the DOJ, Duperier falsely claimed he was an advisor to steal from clients.]]></description> <pubDate>Fri, 23 May 2025 15:45:30 GMT</pubDate> <dc:creator>Patrick Donachie</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/regulation-compliance/doj-massachusetts-couple-used-covid-19-loans-to-fund-3m-advisor-ponzi-scheme]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltacf42685a55d9ffa/6734d29e4d1280c6df6a879d/doj-seal-big.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltacf42685a55d9ffa/6734d29e4d1280c6df6a879d/doj-seal-big.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">doj-seal-big.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Osaic Rolls Out Digital Loan Marketplace to Advisors]]></title> <link><![CDATA[https://www.wealthmanagement.com/ibd-news/osaic-rolls-out-digital-loan-marketplace-to-advisors]]></link> <description><![CDATA[Osaic's CapitalHub is a white-labeled version of Community Capital Technology’s platform and national loan originations network, including more than 1,400 financial institutions nationwide.]]></description> <pubDate>Fri, 23 May 2025 15:02:20 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ibd-news/osaic-rolls-out-digital-loan-marketplace-to-advisors]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8e8acef1d97fd822/672b1dd4fdb24464b3696e19/osaic-sign-ag.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8e8acef1d97fd822/672b1dd4fdb24464b3696e19/osaic-sign-ag.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">osaic-sign-ag.png</media:title> </media:content> </item> <item> <title><![CDATA[The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle]]></title> <link><![CDATA[https://www.wealthmanagement.com/financial-technology/the-wealthstack-podcast-why-every-client-should-feel-like-100m-with-libretto-s-jeff-coyle]]></link> <description><![CDATA[Jeff Coyle details how Libretto helps advisors deliver holistic, personalized wealth strategies.]]></description> <pubDate>Fri, 23 May 2025 13:38:43 GMT</pubDate> <dc:creator>Shannon Rosic, Moderator</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/financial-technology/the-wealthstack-podcast-why-every-client-should-feel-like-100m-with-libretto-s-jeff-coyle]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta57891eccade517a/68307baa01e817d8b727ca39/WS_Jeff_Coyle_1540-x800.png?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta57891eccade517a/68307baa01e817d8b727ca39/WS_Jeff_Coyle_1540-x800.png?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">WS_Jeff_Coyle_1540-x800.png</media:title> </media:content> </item> <item> <title><![CDATA[Estate Planning Lessons from Liam Payne]]></title> <link><![CDATA[https://www.wealthmanagement.com/estate-planning/estate-planning-lessons-from-liam-payne]]></link> <description><![CDATA[Why every parent needs an estate plan.]]></description> <pubDate>Fri, 23 May 2025 13:35:13 GMT</pubDate> <dc:creator>Sam Grice</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/estate-planning/estate-planning-lessons-from-liam-payne]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt4932dc07d9367047/68309ca71752e338eebdbd3d/liam-payne-2015.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt4932dc07d9367047/68309ca71752e338eebdbd3d/liam-payne-2015.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">liam-payne-2015.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Fireflies.ai Throws Down the AI Notetaking Gauntlet]]></title> <link><![CDATA[https://www.wealthmanagement.com/artificial-intelligence/fireflies-ai-throws-down-the-ai-note-taking-gauntlet]]></link> <description><![CDATA[A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now.]]></description> <pubDate>Fri, 23 May 2025 12:19:29 GMT</pubDate> <dc:creator>Davis Janowski</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/artificial-intelligence/fireflies-ai-throws-down-the-ai-note-taking-gauntlet]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt2f225d76a8858b18/6830799dd82d99f7bca201bd/robot-keyboard-hand-writing.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt2f225d76a8858b18/6830799dd82d99f7bca201bd/robot-keyboard-hand-writing.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">robot-keyboard-hand-writing.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Q1 2025 PSN Top Guns: U.S. Equity Supremacy Ends]]></title> <link><![CDATA[https://www.wealthmanagement.com/smas/q1-2025-psn-top-guns-u-s-equity-supremacy-ends]]></link> <description><![CDATA[Despite threats of higher tariffs from the U.S., the long-term trend of U.S. supremacy came to an end as European stocks outpaced U.S. stocks by a wide margin during the first quarter.]]></description> <pubDate>Thu, 22 May 2025 18:15:16 GMT</pubDate> <dc:creator>Ryan Nauman</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/smas/q1-2025-psn-top-guns-u-s-equity-supremacy-ends]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdd4b9dfe02a9c856/682f6da8be17956c65fcfed9/AdobeStock_1126301810.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltdd4b9dfe02a9c856/682f6da8be17956c65fcfed9/AdobeStock_1126301810.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">AdobeStock_1126301810.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Recently Launched LinePoint Adds CMO, Chairman]]></title> <link><![CDATA[https://www.wealthmanagement.com/ria-news/recently-launched-linepoint-adds-cmo-chairman]]></link> <description><![CDATA[Family office platform LinePoint Partners adds Lauren Colonna as CMO, Cooper Rey as chairman, and Anton Marinchik to its executive committee, bolstering its UHNW advisor platform.]]></description> <pubDate>Thu, 22 May 2025 16:58:23 GMT</pubDate> <dc:creator>Diana Britton</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/ria-news/recently-launched-linepoint-adds-cmo-chairman]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta4c43c0b1af0f440/682f6761fa60ac740a03f537/linepointexecs.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta4c43c0b1af0f440/682f6761fa60ac740a03f537/linepointexecs.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">linepointexecs.jpg</media:title> </media:content> </item> <item> <title><![CDATA[Advice On Retirement Advice From Oz]]></title> <link><![CDATA[https://www.wealthmanagement.com/retirement/advice-on-retirement-advice-from-oz]]></link> <description><![CDATA[Advisors can help themselves and their clients by becoming better at providing advice, be it in America or down under.]]></description> <pubDate>Thu, 22 May 2025 15:51:20 GMT</pubDate> <dc:creator>Evan Cooper</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/retirement/advice-on-retirement-advice-from-oz]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt2a2636b590c0cdea/672b6750ae8377dc3f8189b3/australia-sydney-harbor-Bruce_20Aspley-9.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt2a2636b590c0cdea/672b6750ae8377dc3f8189b3/australia-sydney-harbor-Bruce_20Aspley-9.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">australia-sydney-harbor-Bruce_20Aspley-9.jpg</media:title> </media:content> </item> <item> <title><![CDATA[The Diamond Podcast for Financial Advisors: John Thiel on Making the Advisor 'The Value Proposition']]></title> <link><![CDATA[https://www.wealthmanagement.com/professional-development/the-diamond-podcast-for-financial-advisors-john-thiel-on-making-the-advisor-the-value-proposition-]]></link> <description><![CDATA[Indivisible Partners’ John Thiel shares his perspective on the evolution of the wealth management industry and how the firm is carving a new path for those seeking a greater focus on the advisor.]]></description> <pubDate>Thu, 22 May 2025 13:29:56 GMT</pubDate> <dc:creator>Mindy Diamond</dc:creator> <guid isPermaLink="false"><![CDATA[https://www.wealthmanagement.com/professional-development/the-diamond-podcast-for-financial-advisors-john-thiel-on-making-the-advisor-the-value-proposition-]]></guid> <media:thumbnail url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltd175a57d0046c6a8/682f291a31c2d03e03563868/1200x600-John-Thiel.jpg?width=1280&auto=webp&quality=80&disable=upscale" /> <media:content url="https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltd175a57d0046c6a8/682f291a31c2d03e03563868/1200x600-John-Thiel.jpg?width=1280&auto=webp&quality=80&disable=upscale" medium="image"> <media:title type="html">1200x600-John-Thiel.jpg</media:title> </media:content> </item> </channel></rss>If you would like to create a banner that links to this page (i.e. this validation result), do the following:
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Add this HTML to your page (change the image src attribute if necessary):
If you would like to create a text link instead, here is the URL you can use:
http://www.feedvalidator.org/check.cgi?url=https%3A//www.wealthmanagement.com/rss.xml
