The citizenship/residence-by-investment space has exploded in the past decade. High-net-worth individuals looking to acquire attractive foreign passports or relocate ...

Listen to Adria Meehan Siewert, senior vice president and financial advisor at Wealth Enhancement Group, as she explains how they are prioritizing technology, investing in secure client portals ...

Join Kevin Meehan, regional president at Wealth Enhancement Group, as he shares how the firm pursues growth through both organic and inorganic strategies. While inorganic growth helps establish a ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr ...

Listen in as Ed Friedman, director of growth and business development at Summat Financial, as he explains how they are using technology to fuel organic and inorganic growth, focusing on advisor ...

Join Doug Kadison, senior wealth advisor at Innovia Wealth, as he discusses how he left a large wirehouse and partnered with an existing RIA firm to embrace independence—without the burden of ...

A high-net-worth (HNW) individual may use a donor-advised fund (DAF) as part of their philanthropy planning for many reasons, such as speed of creation, ease of administration and to maximize the ...

Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

Does Your Ad Comply With the SEC’s New Marketing Rules for Testimonials and Endorsements? It’s a new dawn for financial advisor marketing. For the first time in 60 years, the Securities and ...

The National Multifamily Housing Council (NMHC) is pleased to partner once again with National Real Estate Investor to produce this special supplement on student housing trends. The work reflects ...

Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness. Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.