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What Investors Actually Want From Their Advisors
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Jul 2, 2025
Savvy Wealth founder Ritik Malhotra
RIASavvy Wealth Raises $72M, Adds Mark Casady to Board of Directors
Savvy Wealth Raises $72M, Adds Mark Casady to Board
The AI-driven, automation-focused platform provider has attracted advisors to its RIA unit at a steady clip as well.
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See AllThe Next Generation of Financial Advisors
SGH Wealth Management's Sam Huszczo discusses the emerging movement of the next generation of financial advisors, the impact of demographic shifts and the growing youth in the industry.
Jul 1, 2025
Professional DevelopmentFrom Advisor to Partner: The Equity Evolution
Real succession doesn't happen overnight.
Jul 1, 2025
Artificial IntelligenceUnlocking the power of AI in Financial Services: A Deep Dive with Perry Rotella, Box
Perry Rotella of Box explains how financial firms can leverage AI to extract actionable insights from unstructured data, streamlining client onboarding, enhancing portfolio management, and reducing compliance risks while improving client relationships.
Jun 30, 2025
RIAAs RIAs Scale, Talent War Heats Up for In-House M&A Expertise
Acquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise.
Jun 27, 2025
Trusts & Estates
Latest Digital Edition
Trusts & Estates: June 2025 Digital Edition
Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions
RPA
Open, honest and candid discussion about retirement plans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.
RPA
Will More Wealth Advisors Gravitate to 401(k) Plans?Will More Wealth Advisors Gravitate to 401(k) Plans?
Despite limited ERISA expertise, wealth advisors face growing pressure to service 401(k) plans as state mandates drive unprecedented plan formation through 2029.
Business Planning
The Digitally Borderless Society Is Coming—And Faster Than We ThinkThe Digitally Borderless Society Is Coming—And Faster Than We Think
Generative and agentic AI are beginning to fundamentally change and accelerate the way we live and work.
Growth Strategies
NeuBeFi's Joshua Wilson discusses the challenge that is on every advisor's mind: growth.
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