Investmentnews Email Newsletter: Wealth management at the brink of an ‘exciting’ era (July 16, 2024)

Wealth management at the brink of an ‘exciting’ era

Essential news for RIAs

Wealth management on the brink of an "exciting" era

CEO of LVW Advisors unpacks how the upcoming wealth transfer among women and fintech will play a huge role in the industry's future.

"You're literally marrying another entity that you may not have married from the beginning," says CEO of Procyon Partners.

To survive, advisors must use the technology as an ally, says columnist Joe Duran.

MORE NEWS

Ex-Edward Jones trio unveils RIA platform for breakaways

The veteran-founded firm officially launches its “Bridge Builder to Independence” model with the arrival of a former $275 million wirehouse advisor.

The RIA aggregator’s ninth acquisition in 14 months also represents its first foray into the South as it gains a foothold in Tennessee.

The national RIA has officially exceeded $6B in advisory assets while gaining its first foothold in Oregon.

Wealth management at the brink of an ‘exciting’ era