Mercer Advisors Establishes Strategic Growth Presence in Oklahoma City With Addition of Full Sail Capital
Experienced team brings $2 billion in assets and deep client relationships as Mercer Advisors strengthens footprint in the South.
JPMorgan Highlights Stagflation Concerns: Key Challenges for Wealth Advisors and RIAs
As the US faces mounting economic challenges, JPMorgan has flagged the potential for a "stagflationary episode."
Flexible Plan: What Is Risk?
Investors are so different. They pursue different goals. They react differently to changes in the financial marketplace. Some are aggressive. Some are conservative. Sometimes they are very concerned with risk, and other times they seem able to ignore it.
This suggests that some investors don’t really understand what risk is all about.
Focus Partners: Will vs. Trust: Which Best Protects Clients' Wealth and Legacy?
A Last Will and Testament and a Revocable Trust are two essential tools for distributing assets — but which one is the right fit for your estate plan?
Estate planning isn’t just about distributing assets — it’s about protecting your legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.
Envestnet Strengthens Commitment to RIA Channel, Naming Industry Veteran and Financial Services Executive Sean Meighan Head of RIA Distribution
Envestnet has appointed Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet's deep and ongoing investment in the Registered Independent Advisor (RIA) community. This strategic appointment underscores Envestnet's commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.