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Subscriptions can work for your practice only if they are developed and deployed customized for each client.
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Barred Advisor Sentenced to Three Years in Prison for $4M Fraud
Andrew Corbman convinced several clients to loan him money, promising outsized returns and misleading them about his prior investment record (and not disclosing his disciplinary history).
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New RIA Launch Highlights the Challenges for Young Advisors
Matt Jaskolka’s experience at prior firms led him to launch his own RIA, pointing to the challenges that still persist for young advisors.
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Deals & Moves: Savant Adds RIA with Tax Services; Mariner Snags $325M Firm
In addition, Cetera’s RIA TRPG brings on three advisors overseeing $180 million, while LPL picks up an advisor who had been overseeing $250 million with Raymond James.
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Arta Finance: An AI-Powered Private Bank for the HENRYs
Caesar Sengupta has big ambitions for his “digital family office to the world.” Backed by $90 million in venture capital, he’s starting with low-minimum, private-bank-style investments for millennial millionaires.
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The Word on WealthTech for April 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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Former Ameriprise Exec Launches Advisory Practice with John Thiel’s Indivisible Partners RIA
Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners, the second practice to join Indivisible Partners, the RIA launched by former Merrill Lynch executive John Thiel earlier this year.
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Inside the Family Office Advantage in Private Real Estate: What RIAs Should Know
By integrating family office strategies into their practices, RIAs can offer clients diversification and downside protection.
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Great Hill Makes First Investment in RIA Market
California-based Mission Wealth will continue to be majority owned by its employees, as it sells a minority stake to Great Hill Partners.
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CW Advisors Adds More Than $1B in Assets for 2nd Time This Year
The Boston-based RIA has snagged two firms with a combined $1.4 billion in assets, bringing on more than $3.5 billion so far in 2025.
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Webull Expands Advisory Services, Adds BlackRock Model Portfolios
The Webull Advisors product offers a range of portfolios spanning multiple asset classes, including alternatives and digital assets.
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How ETF Share Classes Could Transform Investor Access
Educating clients on the cost, liquidity and tax efficiency of ETF share classes may be crucial.
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The Essential Guide to Document Preservation for Estate and Business Planning
Though much of this paperwork is insignificant, plenty must be saved and accounted for.
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Carlyle, State Street Mull Partnership to Tap Retail Wealth
The pairing would ramp up the private-capital industry’s race for retail wealth.
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The Diamond Podcast for Financial Advisors: If You Build It, Will They Buy It?
A primer on M&A for advisors interested in building a business designed to be an attractive prospect for sale at maximum enterprise value.
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PE Firms 119th Street, Pelican Stake New RIA Maridea Wealth
Maridea, founded in 2023 and managing $470 million in assets, was an attractive investment for its fee-only model and synergy with adjacent financial services, said 119th Street’s managing partner.
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Lido Adds $720M Arizona Firm, Bolstering Southwest Presence
Copperwynd Financial’s entire team will join Lido, with the advisors becoming partners at the $29 billion RIA backed by Charlesbank and Constellation.
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MarketCounsel Exec Takes on Business Development Role at Binah
As chief business and engagement officer, Ryan Marcus will implement a business development strategy across Binah’s three b/ds.
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CFPs Likely to Pay Higher Renewal Fee, Though Some Question ROI
Advisors responding to a $120 price hike on the CFP designation question the value of spending it on marketing campaigns, but supported the designation for their practice.
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Focus Financial Partners Promotes Birenbaum, Ferri to Key Executive Posts
Focus Financial Partners CEO Michael Nathanson calls the move a step towards “coherence and convergence” across the firm’s business lines.
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