Wealth Management

Wealth Management is the digital resource of all things wealth management for financial advisors and estate planning professionals.

[Wealth Management @wealth_mgmt]

Democrats citing continued concerns over ethics provisions meant to address President Donald Trump’s crypto business interests. https://t.co/WJE2dJt7kY

[Wealth Management @wealth_mgmt]

Twenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity. https://t.co/h5xAjasDKV

[Wealth Management @wealth_mgmt]

People Moves:

$29B Choreo Hires Chief People Officer From Edelman Financial +

HSBC hires family office and U.S. private bank heads; $2 billion Lear taps former Bloomberg CEO Peter Grauer to lead advisory board; Alaris adds a senior deal leader from OneDigital; and BridgePort snags a senior business development lead from Osaic. https://t.co/CmkxSTNAbM

[Wealth Management @wealth_mgmt]

Issuers continue to be aggressive with ETF launches, but increasingly new products seeking to find a niche are based on leverage or riskier assets. The rancor in bond markets is pushing investors to seek alternative paths for income. https://t.co/aLtZg3wgPs

[Wealth Management @wealth_mgmt]

Grayscale Investments has launched Grayscale Model Portfolios, a suite of models that provide suggested allocations across digital assets. https://t.co/FRT71JRsQd

[Wealth Management @wealth_mgmt]

With the move, Creative Planning would expand its institutional investment capabilities and join other large RIAs that have entered the space through acquisitions. https://t.co/JexrEJb32Y

[Wealth Management @wealth_mgmt]

Shafer Block Wealth Management departs the wirehouse after 20 years to join the UHNW division of NewEdge Capital Group. https://t.co/0omDjqDLoA

[Wealth Management @wealth_mgmt]

Industry experts welcome the AI tool's potential but question whether it can deliver the workflow specificity financial advisors require across diverse practice models. https://t.co/agTqhffCeU

[Wealth Management @wealth_mgmt]

AlphaCore Wealth Advisory, a La Jolla, Calif.-based registered investment advisor focused on alternative investments, has significantly bolstered its client assets and seeded a family office division, according to a Tuesday announcement. https://t.co/ExQzTD2j6k

[Wealth Management @wealth_mgmt]

Over-Focusing on Estate Taxes Creates Tunnel Vision
Be careful not to limit clients’ planning tools because of pre-conceived notions.
https://t.co/UwAS8a5t5R
#wealthmanagement #TrustsAndEstates

[Wealth Management @wealth_mgmt]

Webinar Alert 📣

Q4 2026 Themes & Client Conversations: Charitable Giving, Tax-Smart Planning, and Navigating a Successful Liquidity Event

Register >> https://t.co/ORYv9utI8T

Sponsored by @orionwealthtech

[Wealth Management @wealth_mgmt]

Discover how advisors can plan ahead to protect their legacy, preserve relationships, and shape the future of their business with insights from Jeremy Holly, EVP of Capital Partners at LPL Financial.

Learn more >> https://t.co/dHCIfDRpHb

Sponsored by @LPL

[Wealth Management @wealth_mgmt]

Views from 6,230: Tax-Aware, Personalized and Scalable—The New Model Portfolio
Vestmark's Rob Battista ow custom models can reflect advisor preferences, support multi-manager open architecture, and incorporate multiple vehicles within a UMA.
https://t.co/yrsJI8932s
#wealthmanagement

[Wealth Management @wealth_mgmt]

The Estate Planning Documents Clients Need At Every Life Stage
A practical guide to what they need, and when.
https://t.co/onqSmm7anD
#wealthmanagement #TrustsAndEstates

[Wealth Management @wealth_mgmt]

AI-Backed Portfolio Management Platform Pave Finance Raises $15M Series A
Valued at $100 million, Pave touts a lower-cost, personalized investment platform for financial advisors.
https://t.co/bsQtyQwsyf
#wealthmanagement

[Wealth Management @wealth_mgmt]

Meet the next generation shaping wealth management. See the photo gallery featuring the 2026 #Wealthies Rising Stars of the Year, recognized for their leadership, innovation and industry impact. Thank you to sponsor @orionwealthtech.
https://t.co/w1TZQ5b7oN

#Wealthies #WealthManagement #RisingStars #NextGenLeaders

[Wealth Management @wealth_mgmt]

Broker/Dealers Race to Build Bridge to Wealth
Broker/dealers at the recent RPA roundtable discussed how data challenges slow convergence efforts as firms pursue IRA rollovers, managed accounts and financial planning to connect DC participants with wealth services.
https://t.co/VGLCpXyzQU
#wealthmanagement

[Wealth Management @wealth_mgmt]

Webinar Alert 📣

Foundations for Capturing Ideal Clients When Confidence Is Falling

Register >> https://t.co/CRbB0fq9fc

Sponsored by FMT Solutions

[Wealth Management @wealth_mgmt]

Discover Your Path to True Independence

Learn more >> https://t.co/f9lVVmZSGk

Sponsored by United Planners Financial Services

[Wealth Management @wealth_mgmt]

Your P&L is probably undercounting what trading in-house costs you.

Learn more >> https://t.co/iDzAmd9fFU

Sponsored by Seeds