Escalent: Affluent Investors Increasingly Use Robo Advisors
Investors still feel that getting advice from a traditional financial advisor adds value.
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Inside the Future of M&A: Culture, Fit, and the Rise of Specialized RIAs
Discover how culture, collaboration, and niche expertise are driving the next era of RIA M&A.
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Client Magnetism and the New Science of Advisor Connection
Learn how true client connection starts long before the first meeting and how advisors can spark it.
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Dynasty-Backed Procyon Acquires $500M OLV Investment Group
The deal brings Procyon's total AUM to nearly $9 billion and expands its presence into the Midwest and South.
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Zephyr's Adjusted for Risk: Financial Planning for College
Ryan Nauman and John Falb discuss the evolving landscape of higher education, including rising tuition costs, changes in federal loan programs, the increased flexibility in college admissions and financial aid options.
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Intentional Communication is the Cornerstone of Effective Estate Planning
By working proactively, engaging with trusted financial professionals and having uncomfortable conversations upfront, families can mitigate the stressors and costly litigation that plague the multi-generational wealth planning process.
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How to Prepare for the Next Wave of 401(k) Record Keeper Consolidation
Who are the buyers?
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Invesco Teams Up With LGT on Private Equity and Credit for Retail
It’s at least the second partnership Invesco has struck since late April, when it joined with Barings on private credit funds.
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Scaling Smartly Through Talent, Marketing and Services
Learn how leading RIAs are combining smart growth strategies, talent development, and holistic service models to thrive in today’s competitive landscape.
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Evolving the Quality of Advice: Why a Total Wealth Mindset Matters
Tech keeps evolving, but advice must evolve faster. Here is how total wealth planning can change the entire client experience.
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Deals & Moves: Wealth Enhancement, Allworth Add $400M-Plus RIAs
In addition, Sequioa acquires its first office in California, and Citizens’ wealth division adds two 401(k) advisors to build a new unit.
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Bank of America Broadens Access to Crypto Funds
Merrill Lynch is the latest to allow advisors to recommend crypto ETPs, and follows a move earlier this week by Vanguard to lift its ban on crypto funds.
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The WealthStack Podcast: CRM, AI and the Future of Advisor Productivity with Michelle Feinstein
Michelle Feinstein unpacks how firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth.
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The Word on WealthTech for November 2025
F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.
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Apollon Wealth Acquires Motley Fool's Wealth Division
Apollon will bring on the wealth division’s $1.5 billion in assets and eight-person advisor team.
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WealthStack Roundup: 55ip and InvestCloud Expand Strategic Partnership
In other news, BetaNXT partners with Tumelo and Prudential advisors have a new mobile application.
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RIA Edge Private Markets: Alts Investing for Clients May Boost Valuations
Private market investment expertise can give a leg up on client attraction and retention, but it’s also a complex space often requiring partnership, according to panelists at the RIA Edge Private Markets conference in New York.
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Steward Picks Up Raymond James Team in Florida
The Zizmer-Jones Private Wealth Management Group has departed Raymond James & Associates after eight years.
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RIA Edge Private Markets: Crosscurrents in Private Credit, Real Estate
Advisors and asset managers discussed the cases for continuing to invest in two sectors that have raised some alarms.
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The Week in Advisory AI
Several advisor technology providers announced new artificial intelligence or AI-related integrations this week, including Zocks and eMoney Advisor, Practifi, Paychex and Milemarker.
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