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Through our training and coaching, we have come to understand that not every advisor has truly embraced AI in their business. That's perfectly fine – we've existed without it throughout human history. But there are some real-world business benefits worth considering. Related: Top AI use priority for SEC examiners in 2025 Think of AI as…

Many advisors reach a crossroads at some point in their careers, and this is often rooted in fear of the unknown. While they may be unhappy with the firm they work for, they are challenged by the “what ifs.” So much so that they often cannot see “what could be”. However, every day, there are…

Modern Wealth Management, a registered investment advisory backed by private equity launched last year of former United Capital executives, has acquired Petso Financial Consultants, a fee-only RIA with approximately $1.4 billion in assets under management. The Boise, Idaho-based firm represents the first office west of Kansas City to join Modern Wealth, bringing the RIA's total…

Apollon Holdings, a Mount Pleasant-based wealth management firm with approximately $9 billion in assets under management, has merged into CIC Wealth, a Maryland-based RIA with approximately $900 million in advisory and brokerage assets. The deal was not structured as an acquisition, but rather a partnership that allows CIC to use Apollo's back office services. Apollon…

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore the company's approach to developing private market investments for the wealth channel. Long discusses why Stepstone has chosen evergreen funds — semi-liquid, continuously invested structures — over traditional drawdown…

Over the many years I practiced, the popularity of the charitable remainder trust ebbed and flowed. While always recognized as a versatile planning tool, CRTs were primarily valued as a means of diversifying a highly valued asset on a tax-advantaged basis. Not surprisingly, CRTs were popular when clients had significant appreciation in their portfolios. Otherwise,…

(Bloomberg) — John McQuown, who started a $12 trillion financial revolution by creating the first index fund, has died. He was 90. He died on Tuesday. according to Dimensional Fund Advisors, a pioneering quantitative investment firm where he was a founding director. No further details were available. David Booth, founder of the Austin-based firm, called…

In recent research, we wanted to examine how different asset classes have performed during periods of controlled inflation. it ANALYSIS becomes especially important in light of the Federal Reserve's recent decision to cut interest rates by 50 basis points in September. The move was prompted by easing inflation and a desire to encourage maximum employment…