News
Social Media Users, Finfluencers Face Higher Fraud Risk
47+ min ago (464+ words) Despite conducting more due diligence, social media users and finfluencer followers are more vulnerable to fraud, with higher losses and lower detection rates, according to a FINRA study. Social media users and finfluencer followers were more likely to be victims…...
Why Gevers Wealth Management Broke Away from Cetera
3+ hour, 2+ min ago (794+ words) Willy Gevers and partners, including son Trey, decided to break from broker/dealer Cetera after nearly doubling in growth at their Seattle area firm. Willy Gevers, the founder of Issaquah, Wash.-based Gevers Wealth Management, started his own firm with…...
The Diamond Podcast: Goldfin Group's Ryan Guth
7+ hour, 30+ min ago (412+ words) Goldfin Group's Ryan Guth discusses moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment. Advisors usually don't set out seeking change. In fact, the opposite is usually true. They build within a system, take…...
Private Credit Risks And Rewards Explored By Experts
7+ hour, 15+ min ago (57+ words) Private Credit Risks And Rewards Explored By Experts'Wealth Management Brought to you by Zephyr, the award-winning wealth and asset management platform Christopher Getter of Simplify Asset Management discusses the recent scrutiny of private credit, arguing concerns are warranted while suggesting…...
Advisor Sentiment Index: The Ever-Optimistic Financial Advisor
8+ hour, 15+ min ago (465+ words) Discover the latest Advisor Sentiment Index results, revealing financial advisors' views on current and future economic and market conditions. Gain insights into short-term and long-term forecasts to inform your investment strategies. For most advisors, the long-term outlook always looks good....
Split-Dollar Plans After the OBBBA
14+ hour, 10+ min ago (114+ words) Our flagship brand WealthManagement.com, launched in 1976 as Registered Representative Magazine and adapted with industry changes ever since charting the course for the wealth management industry. WealthManagement.com is the most respected award-winning editorial, delivering timely news, second-day analysis, insights…...
Planning for Clients Living With Multiple Sclerosis
1+ day, 2+ hour ago (149+ words) Our flagship brand WealthManagement.com, launched in 1976 as Registered Representative Magazine and adapted with industry changes ever since charting the course for the wealth management industry. WealthManagement.com is the most respected award-winning editorial, delivering timely news, second-day analysis, insights…...
Congress Advances Updates to the HEAR Act of 2016
15+ hour, 53+ min ago (198+ words) Our flagship brand WealthManagement.com, launched in 1976 as Registered Representative Magazine and adapted with industry changes ever since charting the course for the wealth management industry. WealthManagement.com is the most respected award-winning editorial, delivering timely news, second-day analysis, insights…...
401(k) Real Talk Episode 186: April 1, 2026
1+ day, 5+ hour ago (769+ words) Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space. Open, honest and candid discussion about retirement asset growth, private investments in DC plans, healthcare fiduciaries, the pros and cons of declining fees and…...
Achieving the Next Level of Ultra-High-Net-Worth Client Service
1+ day, 4+ hour ago (88+ words) Resources and experiences for every client need. Sponsored by Wells Fargo Advisors Level up your practice with unmatched capabilities Learn more here: High Net Worth Advisor Support The experiences discussed in this article may not be representative of the experiences…...