Orange County, California's largest single-office CPA firm has teamed up with Integrated Partners, a hybrid RIA overseeing more than $12.7 billion in assets, to launch a wealth management practice in Integrated Wealth Concepts Adv. Named WFY Wealth Management, the new division will serve clients of Wright Ford Young & Co., a 50-year-old accounting firm that…

The risks and opportunities of retirement are under the microscope during this highly entertaining and insightful conversation with Sal Capizzi, head of sales and marketing at Dunham Trust and Investment Services. Sal discusses how financial advisors can bring value to their clients through retirement planning and understanding different retirement strategies. Sal also talks about why…

An advisor who manages more than $750 million is joining Raymond James' employee advisor channel after 14 years with Charles Schwab. Lynette Ancona is based in Winter Park, Fla., and as a result of the move, she will form Raymond James' Ancona Wealth Management along with client service associate Stephanie Gisler. She will also assume…

Based on three-year returns as of 3/22/2024. $5 million minimum in net assets, excludes leveraged and inverse ETFs. Aniket Ullal is VP, ETF Data and Analytics for CFRA, one of the world's largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF data and analytics that was acquired…

Alternative non-traded funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Stanger. Some hedge fund managers are looking to launch ETFs amid a boom in actively managed funds, ETF Stream reports. These are among the investment must-reads we found this week for financial advisors. WealthManagement.com |…

I love a good puzzle. There is something satisfying about lining up the pieces and continually assembling the image bit by bit. Puzzles require patience, organization and strategy. The same can be said for technology integration. When done carefully, integrations connect systems and data to form a unified whole. But without care, it becomes a…

Each advisor is unique in how they attract their clients or what programs they use. They expect a lot of flexibility. Our goal is to provide a set of tools. We often talk to advisors about their needs. We conduct market assessments and look at what's out there, including innovations. We look at software that…

Sponsored by For years, firms have benefited from a booming capital market and an equally long period of near-zero interest rates. VNRs found themselves in a position where they could achieve growth with minimal effort. However, most executives in wealth management are not comfortable with this passive approach to growth. The secret to RIA growth…

Advisors trying to keep abreast of generative AI developments should note that Amazon this week added $2.75 billion to its investment in Anthropic. For those unfamiliar, Anthropic is a start-up that competes with other big names in generative AI development, including OpenAI and Google. Connected: Altruist launches cash platform Just six months ago Amazon invested…

As Women's History Month draws to a close, a new Goldman Sachs report found that more than a quarter of women (28%) are saving less than $50,000 for retirement. “Assuming a 4% withdrawal rate, $50,000 in retirement savings provides $2,000 in income per year,” the report's authors noted. “At these levels, Social Security benefits are…