JULY 10, 2025

GROWTH STRATEGIES

10 States with the Most and Least Potential AUM Per Advisor

A new SmartAsset study reveals the states that are most and least saturated with advisors.

HIGH NET WORTH

IRS Releases Guidance to Combat Tax-Related Identity Theft

The annual “Protect Your Clients; Protect Yourself" summer campaign enters its 10th year.

WHITE PAPER

10 States with the Most and Least Potential AUM Per Advisor

FIXED INCOME

Former Citadel Quants Raise $36M for Fixed-Income Fintech

Moment, which already works with Webull and Public, also announced a partnership with LPL Financial.

WMIQ RESEARCH REPORT

The Inaugural BetaNXT Data Modernization Benchmarking Survey

In partnership with BetaNXT

Tracking investment and wealth management decision-makers’ views and progress on data modernization.

Download Now >

Spotlight on the One Big Beautiful Bill Act

Big Beautiful Bill: What Estate-Planning Steps Make Sense Now?

The client’s wealth level will be a major factor.

A balancing process is needed.

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