JUNE 30, 2025

RIA NEWS

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.

COLUMN

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

According to our tech columnist, financial planning application Quinn is the most intriguing new fintech announced this week.

WHITE PAPER

Planning Without Heirs: A Growing Opportunity for Advisors

Sponsored by SS&C Black Diamond Wealth Platform

Financial advisors are working with more clients who don’t have children or direct beneficiaries, which requires rethinking lifestyle designs and estate planning.

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CAREER MOVES

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

Insurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.

PODCAST

RIA Edge Podcast: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

Former Merrill Lynch advisor Michael Henley reveals how his tax-centric approach and strategic vision helped Brandywine Oak Private Wealth double AUM to $1.5 billion since breaking away in 2018.

WEBINAR

Alternative Investments Summit: Navigating the New Frontier

Sponsored by Hines, Sandro Wealth, Apollo, & Invesco

Join this Summit to explore how technology, data, and product innovation are transforming the way advisors allocate to private equity, private credit, hedge funds, real estate, crypto, and more.

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