The Wealth Advisor

(Katie Bomher, GeoWealth) As a tech company, we're obviously big fans of creative and innovative tech-based solutions to inefficiency or miscommunication. We've built this list of technologies that we use, know, and love – and how we recommend RIAs leverage these tools at their firms. Some of these are oldies but goodies, and some are newer to the market. Click below to check out our list covering social media, smart business cards, scheduling tools, AI-supported email tools, and more:

SEI has announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program. The additional strategies were developed in response to feedback from some of the company’s largest strategic clients and include the launch of fixed income-based direct indexing investment strategies that enhance SEI’s existing lineup of individual bond strategies, as well as dividend-focused equity options delivered through SEI’s SMA capabilities in

(Buckingham) For business owners, deciding how and when to sell your company can be challenging to navigate. In fact, it is arguably the most important financial decision you will make. If keeping the business close to you is important, the most common transitions are to children, family members, key employees or an employee stock ownership plan. If you want to achieve the highest possible sales price, you might consider a strategic sale to a third party or even go public. Ultimately, this decision will have a big impact on your life for many years after the transition.

Dynasty Financial Partners, through its affiliate Dynasty Wealth Management, LLC, is proud to announce its sponsorship of the Del Mar Racetrack in San Diego, California. Founded in 1937 by legendary entertainer Bing Crosby, Del Mar is one of the most iconic horse racing venues in the United States, known for its stunning seaside location and distinctive history.