Trusts & Estates

Trusts & Estates is a financial management journal released by Penton Media that focuses on trust law and estate planning. The publication began in 1904 under the original name Trust Companies, and it was led by Christian A. Luhnow, who served as the editor, publisher, and owner at that time.

National, Trade/B2B

English

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Global

#267182

United States

#71506

Finance/Investing

#676

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Articles

Osaic Adds Five Credit Unions With Combined $500M From Atria

1 day ago | wealthmanagement.com | Diana Britton

The five credit union wealth management programs join from CUSO Financial Services, part of Atria Wealth Solutions, which was acquired by LPL Financial last year. Osaic Institutions, the company’s broker/dealer entity that focuses on advisors at banks and credit unions, has added five credit union wealth management programs from CUSO Financial Services, part of Atria Wealth Solutions, which was acquired by LPL Financial last year.
How Vulnerability Transforms Leadership with Stacie Calder

2 days ago | wealthmanagement.com | Diana Britton

When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost. In this episode of The Healthy Advisor Podcast, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval.
Betterment Acquires Direct Indexing Provider Rowboat Advisors

2 days ago | wealthmanagement.com | Diana Britton

The immediate benefits of the acquisition include single-stock support and tax optimization tools for advisors. Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct indexing. The company will integrate Rowboat’s tech into Betterment Advisor Solutions, its RIA custodial platform, in the second half of 2025.
Addepar Valued at $3.25B in Series G Funding Round

3 days ago | wealthmanagement.com | Diana Britton

The tech platform provider adds $230 million in Series G funding, which it will use primarily to provide liquidity to employee shareholders. Addepar, the technology platform provider to RIAs and wealth managers, has raised $230 million in its Series G funding round, which valued the company at $3.25 billion. The round was led by London-headquartered Vitruvian Partners and New York-based WestCap, a returning investor.
iCapital Agrees to Buy Citi Wealth’s Feeder Fund Platform

3 days ago | wealthmanagement.com | David Bodamer

In addition, Citi will use iCapital’s platform going forward to manage its alternative investments. Alternative investments fintech iCapital has agreed to acquire Citi Global Alternatives, an indirect subsidiary of Citi. Citi Global Alternatives manages over 180 alternatives funds around the world. It uses a feeder fund model to provide access to private equity, growth equity, private credit, infrastructure, venture capital, real estate and hedge funds.
bQuest Launches Turnkey Aging-Care Support Platform for Advisors

3 days ago | wealthmanagement.com | Davis Janowski

Our often-grumpy technology columnist perked up at the rollout of bQuest, a turnkey aging-support platform for advisors and end clients. Davis Janowski, Senior Technology Editor, WealthManagement.comI sure could have used some of the services bQuest announced this week—if only it existed a year ago. That is when my sister and I had our lives upended caring for our 83-year-old mother.
CFP Launches AI-Driven Exam Prep Tool

4 days ago | wealthmanagement.com | Alex Ortolani

The CFP Board announced on Monday the availability of an artificial intelligence-backed exam preparation tool for people pursuing the certified financial planner designation. Those who sign up for the CFP exam can purchase access to the CFP Exam Prep platform, which adjusts responses to test-takers' questions to personalize their study path. Candidates can use the text prep tool through an app or their browser.
Basic Capital Pitches Bringing Leverage to 401(k)s

4 days ago | wealthmanagement.com | Suzanne Woolley

(Bloomberg) -- When Abdul Al-Asaad was a student at Harvard Business School in 2021, he pitched billionaire investor Bill Ackman on an idea for allowing everyday people to finance investments. Ackman was intrigued — and wound up being Al-Asaad’s first investor. These days Al-Asaad, 30, has more venture backers. He has a name for his business: Basic Capital.
Hub Lands $1.6B Minority Stake from T. Rowe-Led Investors

4 days ago | wealthmanagement.com | Alex Ortolani

The minority investment in Hub values the firm at $29 billion and includes funds managed by T. Rowe Price, private equity firm Alpha Wave and Singapore’s Temasek. Hub International, an insurance brokerage and financial services firm based in Chicago, has secured an agreement for a minority stake of $1.6 billion from funds advised by T. Rowe Price Investment Management, Alpha Wave Global and Singaporean state-owned investment firm Temasek, among others.
New Hires at Cetera, Citi Wealth, Parcion, Nordwand

1 week ago | wealthmanagement.com | Alex Ortolani |David Bodamer

Several wealth managers announced hires for key positions, including multi-family offices Parcion and Nordwand. Cetera Names Former Equitable Exec to Lead Indie Business DivisionCetera Financial Group has named John Lefferts as the head of its supported independence division, which encompasses more than 40 offices. Lefferts will take over as head of Cetera Investors after about six years at Equitable Advisors, most recently as managing director and national head of business development.