MAY 17, 2025

Ten Beach Reads Featuring Financial Advisors

With summer beach reading season approaching, you can’t beat these 10 novels centering on wealth managers.

RPA

The Ten Biggest Lies Told to 401(k) Plan Sponsors

What you do not know can and will hurt you.

WMTV ON LOCATION

High-Net-Worth Focus Advances UMA Platform

Trending Podcasts

The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

Merging the personal with the professional helped Conquest Planning’s Stacie Calder build deeper connections and navigate her own struggles.

RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

TFO Family Office Partners' Chris Erblich details the purpose-driven evolution of the firm into three entities: a full-service multi-family office, a wealth management firm and a South Dakota public trust company.

INDUSTRY NEWS

Advisor Sentiment Index: Market, Economic Outlooks Tick Up in April

Even before President Donald Trump’s recent trade agreements, financial advisors were starting to feel a bit better over the health of equities and the economy.

WEBINAR

Ensuring Continuity | Managing Wealth from Surviving Spouses to Heirs

Sponsored by SS&C Black Diamond Wealth Platform

Discover strategies to retain assets during the $84 trillion wealth transfer by building relationships with the next generation.

ESTATE PLANNING

Liam Payne’s Estate Has No Direction Without a Will

His young son stands to inherit the famous crooner’s fortune.

RIA NEWS

Sanctuary Wealth Lands $2B Team from UBS

1280 Financial Partners also comes with institutional consulting capabilities it will offer to other Sanctuary partner firms.

CLIENT RELATIONS

Rising Demand for Financial Caregiving Amid Advice Shortage

Financial caregiving impacts 36 million U.S. households, creating challenges and opportunities for advisors.

WEALTHTECH

Betterment Acquires Direct Indexing Provider Rowboat Advisors

The immediate benefits of the acquisition include single-stock support and tax optimization tools for advisors.

MARKETING

LPL Financial Launches National Consumer Ad Campaign Featuring Anna Kendrick

LPL Financial is moving away from “quietly delivering” to a national, consumer-focused advertising campaign to bolster its brand recognition.

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