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Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Firm leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.

RIA leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.

In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.

Softer demand may create a potential window for more tax-efficient wealth transfers.

Alternative Credit Council report points to 17% year-on-year increase in assets under management to $4.1 trillion as a sign of growth.

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Internal succession remains the dominant model for REITs, a trend supported by Jackson Lucas’ most recent data.

What clients should reasonably expect from a professional when technology can perform more of the foundational work itself.

Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A and what separates stronger firms from the rest.

Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.

Visionary Square will cover FINNY subscription costs for its network of 250-plus advisors, giving them access to AI-powered tools meant to find clients and fuel growth.

Founders Thomas West and Suzanne Schmitt built the AI-driven tool to help advisors coordinate health and longevity planning across families, care teams and other professionals.

1099 platform leaders for Mariner and Wealthcare say they are meeting with advisors who are getting fed up with SEC reporting requirements related to new technology.

The RIA developed Mira over two years with OnTrade, aiming to automate operational tasks, surface business opportunities and support acquisitions.

Jorge Padilla, CEO of Meira Wealth, talks about his journey from intern to owner of an independent wealth management firm.

The most important part of a wealth transfer is not the money.

The PGP addresses numerous issues affecting the charitable giving sector.

Generational transfer, sale or professionalization are the most pursued paths.

A 2013 spinal cord injury taught advisor Vincent Crudo about resilience, health and helping others prepare for the unexpected.

The taxpayer acted in good faith and reasonably relied on advisors.