Wealth Management

WealthManagement offers unbiased editorial knowledge and effective marketing solutions for the financial services industry, helping clients achieve tangible returns on investment. More than 435,000 financial advisors and wealth professionals depend on WealthManagement for valuable information, insights, and analysis to enhance their client interactions, improve practice management, and increase asset accumulation. Numerous wealth management firms utilize our marketing services and various media channels every day to showcase their products, brands, and career opportunities to financial advisors and wealth professionals.

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Commonwealth Financial Network Offers AI Notetaker Zocks to Advisors

15 hours ago | wealthmanagement.com | Davis Janowski

While advisors will pay for the technology, Commonwealth will manage it, associated security and compliance. Davis Janowski, Senior Technology Editor, WealthManagement.comCommonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it.
The Role and Economic Benefits of Private Credit and BDCs

1 day ago | wealthmanagement.com | Larry Swedroe

The private credit market has grown rapidly since the Great Financial Crisis of 2007-2008. By the end of 2023, private credit topped $2.1 trillion globally, about three-quarters of which was in the U.S., where its market share approached that of syndicated loans and high-yield bonds. Why Companies Borrow from Private LendersIn addition to private lenders providing access to credits that banks will not fund, corporations find benefits in private lending sufficient to offset the higher yields.
Cresset's Susie Cranston on Scaling to $65B AUM

1 day ago | wealthmanagement.com | David Armstrong

Cresset President Susie Cranston discusses the firm’s growth to $65B AUM, family office services and insights on evolving advisory models in the RIA space. David Armstrong, Executive Director, Content and User Engagement at WealthManagement.comIn this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65 billion.
Mather Group, Great Diamond Add RIAs

5 days ago | wealthmanagement.com | Alex Ortolani

In addition, $15B Aspiriant adds five partners, QTR Wealth announces its RIA independence and LPL snags an $850 advisory from Cetera. The Mather Group Lands Fourth Bay Area-Based RIAThe Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in the San Francisco Bay area. The acquisition of Pillar Wealth Management Inc.
Massachusetts Man to Plead Guilty in $3.2M Ponzi Scheme Targeting Haitians

5 days ago | wealthmanagement.com | Pat Donachie

A Massachusetts man fraudulently touting bona fides as an advisor will plead guilty to co-running a $3.2 million Ponzi scheme and using COVID-19 small business loan proceeds to keep the fraud afloat, according to the Justice Department. Milendophe Duperier and his girlfriend and business partner, Vanessa Joseph, were both charged with (and agreed to plead guilty to) one count of conspiracy to commit wire fraud.
Cresset's Family Office Roots Drive Growth to $65B AUM

5 days ago | wealthmanagement.com | Alex Ortolani

Cresset, a $65 billion registered investment advisor based in Chicago, started as a family office serving its two founders, Eric Becker and Avy Stein. Before launching the business in 2017, Becker made his money starting and backing others, including private equity firm Sterling Partners. Stein, for his part, had been involved with kickstarting, investing in and growing more than 150 companies, and was CEO of private equity firm Willis Stein & Partners.
AI Notetaking Competition Heats Up in Wealth Management Industry

5 days ago | wealthmanagement.com | Davis Janowski

A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now. Davis Janowski, Senior Technology Editor, WealthManagement.comFireflies.ai has entered the financial advisor AI notetaking group chat.
Advice On Retirement Advice From Australia

6 days ago | wealthmanagement.com | Evan Cooper

For a quarter century, Terry Bell has been taking the temperature of wealth management businesses and practices across the English-speaking world. Most of his “patients”—firms in his home country of Australia, as well as those in the U.S., New Zealand and Canada—are doing well, since demand for advice among the countries’ aging populations has never been greater. But most advisors, he says, could help themselves and their clients by becoming better at providing advice.
Indivisible Partners’ John Thiel

6 days ago | wealthmanagement.com | Mindy Diamond

After nearly three decades with Merrill, John Thiel left the firm and his position as the Head of Wealth Management with just one regret: the feeling that there was more to be accomplished in the wealth management industry. After seven years of remaining connected to the industry through consulting, board work, and similar endeavors, John’s vision for redefining the advisor’s role and what advice truly means to clients gained greater focus.
Addepar Acquires AI Workflow Automation Startup Arcus

6 days ago | wealthmanagement.com | Davis Janowski

With the new technology, Addepar said it can accelerate its use of automation and AI throughout its existing platform. Davis Janowski, Senior Technology Editor, WealthManagement.comWealth management technology provider Addepar acquired Arcus, a small tech startup that specializes in building out AI workflows, this week.