WealthManagement.com

Best of the Best 2025 Finalist: Concurrent Chief Executive Officer of the Year - Nate Lenz Nate Lenz is CEO and Founding Partner, overseeing $10 billion in AUM, $14 billion in AUA, and supporting 100+ advisors nationwide. His leadership drives Concurrent's evolution into a leading multi-custodial hybrid RIA through strategic growth and platform innovation. Learn more: http://spr.ly/60457Y6OP #wealthies #wealthmanagementindustryawards

Defined outcome, or buffer, ETFs could grow fivefold to $334 billion in AUM by 2030 from just $69 billion today, according to a white paper published by Cerulli Associates.

How much of a tax burden the wealthiest Americans should shoulder is a hot-button issue and looks to remain so for the foreseeable future as the wealth gap widens and debates over tax ‘fairness’ intensify. Here are the states where the top 1% pay the most and least taxes >> http://spr.ly/60467YK7u

Deals & Moves 🤝 Insigneo Lands Raymond James Team; $5B PFG Moves to United Planners + The Mather Group acquires a California-based firm, the AmeriFlex Group recruits two teams from the Commonwealth, and Snowden Lane snags an Osaic advisor.

NewEdge Advisors, the New Orleans-based RIA partnership platform owned by NewEdge Capital Group, has been seeding its W-2 employee advisor channel this year with plans to launch it more directly into the market in 2026.

Andrew Jacobus faces decades in prison after pleading guilty to wire fraud and money laundering for a scheme that targeted Venezuelan Catholic clergy, among others.

WealthStack Roundup Modern Life raises $20M in Series A Funding + There was more technology news from bQuest, Carefull, SUBSCRIBE, Canoe and GReminders.

Merit Financial Advisors adds Midwest-based Blueprint Wealth Advisors, LLC while Kestra Financial picked up a New England-based practice with $800 million, both from Commonwealth.

🏛️ Attention Financial Advisors: Your Estate Planning Resource Hub is Here 🏛️ Navigating the complex world of trusts, estates, and wealth transfer doesn't have to be overwhelming. The Trusts & Estates for Advisors content hub is your comprehensive resource designed specifically for financial professionals who want to deliver exceptional estate planning guidance to their clients. What you'll find: ✅ Expert insights from leading estate planning professionals ✅ Real-time legal updates that impact your practice ✅ Actionable strategies for wealth transfer optimization ✅ Practical guidance you can implement immediately Whether you're helping clients structure family trusts, navigate tax implications, or develop multi-generational wealth strategies, this hub provides the knowledge and tools you need to stay ahead in an ever-evolving landscape. Estate planning isn't just about documents—it's about securing legacies and protecting what matters most to your clients. Let us help you become the trusted advisor they need. Ready to elevate your estate planning expertise? Explore the Trusts & Estates for Advisors content hub today. http://spr.ly/60437Z0oh Sponsored by St. Jude Children's Research Hospital #EstatePlanning #WealthManagement #FinancialAdvisors #TrustsAndEstates #WealthTransfer #LegacyPlanning #FinancialPlanning

Best of the Best 2025 Winner: OneDigital Corporate Retirement Leader of the Year - Vincent Morris, President With 30+ years of experience, Vince Morris leads OneDigital's Retirement & Wealth division, overseeing three key subsidiaries. Under his leadership, OneDigital became a top 3 retirement plan advisor firm delivering exceptional client experiences through custom solutions. Learn more: http://spr.ly/60487ivXj #wealthies #wealthmanagementindustryawards