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

Journal

Outlet metrics

Domain Authority

Ranking

Global

#267182

United States

#71506

Finance/Investing

#676

Traffic sources

Monthly visitors

Articles

Charli AI Launches Smart Deal Finder

3 days ago | wealthmanagement.com | Davis Janowski

AI-powered tools are growing ever more sophisticated and filling niche advisory needs. Davis Janowski, Senior Technology Editor, WealthManagement.comBeyond the low-hanging fruit of AI notetaking, of which I’ve written a lot about in the last few months, I’m starting to hear from and get demonstrations of increasingly sophisticated agentic artificial intelligence tools for other use cases.
The Challenges of Integrations Post-Acquisition

3 days ago | wealthmanagement.com | Alex Ortolani

The head of a $28.5B RIA and an industry consultant tell an audience at the BNY Pershing INSITE conference why acquiring firms, even in this competitive market, is easier than integrating for long-term growth. Haig Ariyan, the CEO of acquisitive Arax Investment Partners, told an audience of advisors Wednesday that it’s possible to grow through acquisitions even in today’s competitive market, but if it isn’t done with a plan and purpose, there may be harder work to come.
Growth and Grit in Independent Broker/Dealer Space

3 days ago | wealthmanagement.com | Jason Diamond

Occasionally, we have the opportunity to revisit a story that perfectly captures what’s achievable in this industry when you take a leap—and back it up with grit, vision, and client-first conviction. Brett Oley first appeared on this podcast back in 2018, shortly after launching his independent business through Raymond James with $125 million in assets under management.
Capital Group, KKR Execs Push for Broader Private Market Investing Access

3 days ago | wealthmanagement.com | Alex Ortolani

Also at this year’s BNY Pershing INSITE conference, KKR, which has partnered on a private/public fund with Capital Group, predicts that wealth management will eventually drive “30% to 50%” of the firm’s overall revenue.
RIA Sellers Could Face as Much as 30% Variance on Offers

4 days ago | wealthmanagement.com | Alex Ortolani

As the RIA M&A market evolves, market pricing is getting harder to set as valuations become more “nuanced,” according to a panel at this year’s BNY Pershing INSITE conference. Merger and acquisition experts agree that dealmaking in the registered investment advisor space is booming.
Skeptic Challenges Alternative Investments Golden Age Claims

4 days ago | wealthmanagement.com | Lu Wang |Denitsa Tsekova

(Bloomberg) -- Wall Street calls it a golden age for alternative assets. Richard Ennis, who spent decades helping pensions and endowments devise modern portfolios, calls it a costly delusion draining billions from portfolios — one that will come undone in the coming decades. For years, the pitch to institutional investors has been the same: passive returns on stocks and bonds are fine as they go, but to thrive money managers need hedge funds, private assets and other alternative vehicles.
Captrust Names Former Echelon Managing Director M&A Head

4 days ago | wealthmanagement.com | Alex Ortolani

Mike Wunderli will guide the acquisition strategy of the $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice. Captrust Financial Advisors, the $1 trillion registered investment advisor based in Raleigh, N.C.,has hired a new head of mergers and acquisitions after about a year of searching.
EP Wealth Expands to Boise with $900M RIA Acquisition, Seeks New Capital

4 days ago | wealthmanagement.com | Alex Ortolani

CEO Ryan Parker said Buffington Mohr McNeal will join EP Wealth as a “hub” from which the mega-RIA can expand. EP Wealth, the Torrance, Calif.-based registered investment advisor with over $32.6 billion in client assets, has expanded into Boise, Idaho, by adding RIA Buffington Mohr McNeal. BMM is a fee-only RIA founded in 1998 by Dean Buffington, Bruce Mohr and Carey McNeal.
Save Advisors Launches Market-Based Savings Program for RIAs

4 days ago | wealthmanagement.com | Alex Ortolani

Save’s program, run through Customers Bank, is pitching advisors on an FDIC-backed savings option with market upside for clients. Save Advisors, a Houston-based subsidiary of markets-based savings startup Save, has introduced an FDIC-backed savings option that registered investment advisors can offer clients interested in drawing yields from the markets instead of interest rates on held-away cash.
Lu Wang and Denitsa Tsekova

4 days ago | wealthmanagement.com | Lu Wang |Denitsa Tsekova

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