News

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
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Highlights

Q&A: Engine No. 1’s Yasmin Bilger on Shareholder Activism in ETFs

Dec 01, 2021

Small but focused, activist asset manager Engine No. 1 managed to win three board seats at Exxon Mobil earlier this year. It's now...

Aspiriant Announces First Merger Since 2017

Dec 01, 2021

After bristling at the high valuations for RIAs and getting out-bid in the M&A market for years, employee-owned...

Q&A: Adam Dooley on His New Wealth Management–Focused SPAC

Nov 30, 2021

Everest Consolidator Acquisition Corporation, Adam Dooley's SPAC targeting wealth management firms, raised $172...

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Peter Mallouk's Creative Planning Buys $890M Firm of Childhood Friend

Nov 30, 2021

Dashboard Wealth Advisors founder Scott Schuster grew up with Peter Mallouk, CEO of Creative Planning, in Kansas City.

RIA Edge: Driving the Next Generation of Growth for the RIA Community

Nov 30, 2021

Why Informa and the WealthManagement.com team are investing in new events, research, data and digital offerings for RIAs.

Advisor Innovations: Ric Edelman Looks to the Future

Nov 30, 2021

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Michael Kitces' #FASuccess Podcast: JD Bruce on Segmenting Clients with Separate Planning Fees

Nov 29, 2021

Abacus Wealth Partners' J.D. Bruce describes how the firm uses Angie Herbers’ Diamond Team Model to offer different services for a variety of clients.

Fifteen Must-Listen Financial Podcasts

Nov 29, 2021

Check out these (mostly) new podcasts your peers listen to.

The Build Back Better Tax Alarmists Who Cried Wolf

Nov 29, 2021

Turns out the sky is NOT falling, but it’s best to be prepared for it.

A Look Back at 2021: 7 Trends That Indicate It’s a Seller’s Market for Advisors

Nov 29, 2021

A year of extraordinary success has put advisors and independent business owners in the driver’s seat.

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News

Wealth Management industry news covering the financial markets, trends and wealth professionals. Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.