Sat.Jul 19, 2025

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AI, Brand Image Are Key To Attracting Young Advisors, J.D. Power Says

Financial Advisor Private Wealth

As the wealth management industry loses advisors to retirement, the key to attracting and retaining younger and new talent will be investing in technology and brand-building, according to the 2025 U.S. Financial Advisor Satisfaction Study from J.D. Power.

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Dog Days of Summer: Why the Art Market Is Facing One of Its Slowest Seasons Yet

Artnet News

As top dealers bow out and auction sales continue to decline, questions mount about the industry’s future. The post Dog Days of Summer: Why the Art Market Is Facing One of Its Slowest Seasons Yet appeared first on Artnet News.

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New Prudential Product With Dimensional Wraps Annuity Around Managed Porfolios

Financial Advisor Private Wealth

Prudential Launches Overlay Combining Asset Management with Lifetime Income

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The Best Museums for Kids: 5 Hidden Gems That Offer Something for All Ages

Artnet News

Some of the most thoughtful experiences for kids in New York City are found in its smaller, specialized museums. The post The Best Museums for Kids: 5 Hidden Gems That Offer Something for All Ages appeared first on Artnet News.

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Creative Planning Acquires $430M AUM Hawaiian Firm

Financial Advisor Private Wealth

Creative Planning has boosted its presence in the Pacific region with the acquisition of Mosaic Pacific, a Honolulu, HI-based practice with about $430 million in assets under management.

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Voya, Blue Owl Partner To Bring Private Securities To 401(k)s

Financial Advisor Private Wealth

Partnership Will Yield Alternatives in Retirement Savings Plans

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Raymond James Lands New York Husband-Wife Advisor Team Managing $223M

Financial Advisor Private Wealth

Former Wells Fargo Husband-Wife Advisor Team Managing $223M Jumps To Raymond James

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More Trending

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Will Q2 Earnings Boost Rally? Raymond James And Nuveen Have Doubts

Financial Advisor Private Wealth

Historic Rally Raises Bar For Second-Quarter Earnings.

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These 10 States Have The Most Potential AUM Per Advisor

Financial Advisor Private Wealth

A new analysis by SmartAsset has uncovered the states where financial advisors have the best opportunity to gain potential AUM. The research included 44 states.

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BlackRock ETF Helps Advisors Tailor Mega-Cap Exposure

Financial Advisor Private Wealth

BlackRock ETF Helps Advisors Tailor Portfolio Mega Cap Exposure

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Rockefeller Adds Former UBS Team In N.Y. With $2.6B AUM

Financial Advisor Private Wealth

Rockefeller Capital Management has added a former UBS team in New York that managed $2.6 billion in assets under management to its private wealth platform, according to a news release.

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Two Ohio Bluespring Wealth Firms Merge, Creating $865M RIA

Financial Advisor Private Wealth

Two Bluespring Wealth Partner Firms Merge, Creating $865M RIA

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Hightower Taps Former Osaic Exec As Chief Advisory Officer

Financial Advisor Private Wealth

Hightower Advisors has tapped a former Osaic executive to fill the newly created role of chief advisory officer, according top a news release.

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Coller Capital Announces U.S. Launch Of Private Credit Secondaries Fund

Financial Advisor Private Wealth

Coller Capital Announces U.S.

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