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What Investors Actually Want From Their Advisors Six actionable recommendations to realign expectations, brought to you by BNY Pershing. spr.ly/6019N4KFN #WealthManagement

How Trust & Wealth Managers Are Adapting to HNW Family Expectations Join this webinar by SS&C Advent Innovest to explore how trust and wealth managers are embracing digital innovation to better serve affluent families. spr.ly/6012N4zi8 #WealthManagement #hnw

Mitchell Starr, president of retirement and wealth management in South Florida for Hub International, is among the first movers in what some analysts predict will be a massive convergence of retirement plan assets and wealth management. spr.ly/60144Rpw6

Ride Wealth Partners, a Golden, Colo.-based team led by Kevin McCulley, is the latest to join the RIA launched by former Merrill wealth head John Thiel earlier this year. spr.ly/60164Rp58

The Bechtel opinion is an important one for advisors. spr.ly/60124RplY

Global asset manager Nuveen agreed to acquire investment advisor Brooklyn Investment Group, along with its parent, Brooklyn Artificial Intelligence. spr.ly/60194Rlcx

James Patrick and William DeButts claim they resigned shortly after their firm was subsumed by one of Focus’s consolidation hubs. They argue their previous employer is defaming them to clients and business contacts. spr.ly/60164Roja

When Wealth Demands Excellence Watch this video to discover how Envestnet Private Wealth is redefining personalized wealth management through innovation, customization, and dedicated expertise. spr.ly/60164PFuY #WealthManagement

What you see is not always what you get. spr.ly/60144RokO

Blazing a Trail for the Next Generation of Investors and Advisors This white paper by Axtella unpacks what you need to position yourself for the next generation. Download your copy today: spr.ly/60104PFL6 #WealthManagement #nextgenadvisor

The Wealth Consulting Group, a Las Vegas-based hybrid registered investment advisor and wealth management platform with more than $8.8 billion in assets under administration, has hired Andy Kalbaugh as president, a newly created role. spr.ly/60104rqki

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in two #RIAs. spr.ly/60194rS1v

Open, honest and candid discussion about private credit investing, EFE's new president, a new conflicts of interest settlement and how advisors can build trust with plan sponsors. spr.ly/60144rsH2

Deals & Moves 🤝 In addition, Ameriprise added a $300M team, LPL’s independent division launched an RIA, and Raymond James’ independent and employee channels added firms of $500M and $340M, respectively. spr.ly/60134T1ct

Oregon’s Attorney General filed a complaint against Coinbase 🛡️ and urged states to take up the fight to fill the SEC’s alleged “enforcement vacuum,” but it remains to be seen if other states will do so. spr.ly/60134T1qU

While private equity remains a core investment for family offices, the last few years of lackluster performance, difficulty exiting investments and delayed or reduced returns of capital are taking a toll on investors, according to a BlackRock survey. spr.ly/60124TG7g

Ready or not, private markets are coming. spr.ly/60184THEk

The Estate Planning Playbook This playbook by Wealth.com is designed to equip financial advisors with the frameworks, tools, and language to bring estate planning confidently into client conversations. Download today: spr.ly/60134P2Nh #WealthManagement

As with other assets, increased market volatility whipsawed the public REIT market. However, bolstered by strong fundamentals and performance, REITs are maintaining their guidance. spr.ly/60194TzGP

A survey from iCapital shows strong interest in evergreen funds, but advisors cite challenges to broader alternative investments adoption. spr.ly/60104TuoA