14+ hour, 23+ min ago  (67+ words) Wealth Management Brought to you by Zephyr, the award-winning wealth and asset management platform Ryan Nauman and Victory Capital's Michael Mack discusses concentration risk in mega-cap tech stocks and how free cash flow analysis can guide advisors. Related: Zephyr's Adjusted…...

1+ day, 8+ hour ago  (457+ words) What AI may ultimately change is not whether advisors remain relevant, but how clients and buyers perceive value. While two-thirds of advisors have been using generative AI to summarize meetings, automate administrative tasks, draft client messaging and streamline workflows, few…...

1+ day, 13+ hour ago  (702+ words) Michael Smith, Managing Partner and Founder at Emerald Advisors, shares how a client-first philosophy, niche specialization and independence helped his firm grow from $385 million to more than $1 billion in assets. What happens when an advisor builds a business around client…...

1+ day, 12+ hour ago  (10+ words) Wealth Management...

1+ day, 12+ hour ago  (461+ words) Alan Feutz brings 25 years of experience serving high-net-worth clients and will move to Genesis Wealth to operate out of the firm's newly opened branch on Chicago's North Shore. An Illinois-based advisor managing $725 million in client assets is joining a non-OSJ…...

1+ day, 13+ hour ago  (126+ words) This Father's Day, reflect on where you've been, where you are and where you'd like to be. Related: Beyond Football: What the NFL Can Teach Financial Advisors Related: What Are Students Looking For In Wealth Management Careers? This Father's Day,…...

1+ day, 16+ hour ago  (526+ words) A year into the acquisition, Wealthcare is feeling the advantages of Sammons Financial's backing, adding $1. 8 billion in AUM since joining. About a year ago, Wealthcare, an integrated tech platform and hybrid registered investment advisory firm in West Chester, Pa. , closed…...

4+ mon, 3+ week ago  (317+ words) As crypto expertise converges with institutional-grade infrastructure and meaningful scale, a once-in-a-generation opportunity is forming for native asset managers to become the defining institutions of an entirely new asset class. Today, the industry sits at an inflection point where capital,…...

2+ day, 12+ hour ago  (178+ words) Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth management industry. Over the next five years, RIAs will see tech-enriched. .. AI-Native Infrastructure for RIAs: Data Cohesion, Agentic Automation, and Implementation Strategy The…...

2+ day, 16+ hour ago  (472+ words) Last year saw 1, 132 new ETF launches, with active strategies making up the vast majority. Net flows hit a record $1. 5 trillion as the U. S. ETF market grew to $13. 4 trillion. Actively managed exchange-traded funds are gaining a larger share of the total ETF…...