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

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Global

#267182

United States

#71506

Finance/Investing

#676

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Articles

Political Uncertainty Causing RIA Acquirers to Use Caution

1 day ago | wealthmanagement.com | Diana Britton

Market turmoil and political uncertainty could limit the pace of mega deals this year, according to a new Echelon M&A report. The average assets per deal in the wealth management space is expected to land around $1.6 billion in 2025, according to estimates by Echelon Partners. And while that surpasses the 2024 average of $1.4 billion, it falls short of historical levels in 2020-2023.
Carson Acquires $150M Carson Wealth Orlando Location

2 days ago | wealthmanagement.com | Diana Britton

The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast. Carson Group, the $41 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network—this time in Orlando, Fla. Scott Cadwell leads the office, which has $150 million in client assets. Cadwell, who founded the practice in 1989 as Cadwell Wealth, joined in 2018 as a Carson partner firm.
Former Securities America CEO Sues Osaic Over Alleged “Breach of Contract”

6 days ago | wealthmanagement.com | Pat Donachie

Former Securities America CEO Jim Nagengast is suing Osaic, the firm that integrated Securities America and Advisor Group’s eight legacy broker/dealers. Details of the accusations remain under wraps - for now. On Thursday, Nagengast filed a complaint against Osaic and its holding company, Artemis Holdings, L.P., in Delaware federal court. He also successfully moved to place the complaint under seal for the time being.
Ohio Launches National Program for Advisors Helping Clients Face Addiction

6 days ago | wealthmanagement.com | Pat Donachie

Ohio’s Securities Division is expanding a state-level program to help advisors better assist clients facing addiction. With a nationwide rollout, the division hopes the country’s largest investment firms will sign on to help spread the message even further.
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1 week ago | wealthmanagement.com | Gregory Korte |Lydia Beyoud

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$5B Team Joins RBC From JPMorgan

1 week ago | wealthmanagement.com | Pat Donachie

The Degenaars Babb Group originally joined JPMorgan after it purchased First Republic in 2023, following that bank’s collapse. A New York-based team managing over $5 billion in assets is joining RBC Wealth Management from JPMorgan in one of the largest teams RBC has ever recruited.
Blackstone to Debut Credit Fund for Everyday Investors in May

1 week ago | wealthmanagement.com | Dawn Lim

(Bloomberg) -- Blackstone Inc.’s new credit fund for individuals is set to debut on May 1, testing investors’ appetite to venture beyond bonds into alternatives in a volatile time for public markets. President Jon Gray told analysts Thursday the firm plans to launch the fund in the adviser channel on that day.
Constellation Stakes Dynasty-Backed Procyon Partners

1 week ago | wealthmanagement.com | Pat Donachie

Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut and part of the Dynasty Financial Partners network. Procyon CEO and Co-Founder Phil Fiore said in a statement that the deal was a “transformative moment” for the firm. Constellation Wealth Capital "shares our commitment to client-first values, innovation and long-term partnership,” he said.
Getting Past the Seven-Year Fog with Dr. Preston Cherry

1 week ago | wealthmanagement.com | Diana Britton

What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.
Merrill Attracts $1.9B Advisor from Raymond James, Concurrent Adds $2B From New Teams During Q1

1 week ago | wealthmanagement.com | Pat Donachie

Micah Scheinberg will join Merrill Private Wealth as a managing director, while Concurrent’s six new teams pushed the firm above $10 billion in assets under advisement. A Los Angeles-based advisor managing $1.9 billion in client assets is joining Merrill Private Wealth Management from Raymond James, the wirehouse announced today.