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🎉 Congratulations to the 2025 #Wealthies Finalists! 🎉 We’re thrilled to announce the finalists in the Asset Manager category for the 2025 Wealth Management Industry Awards. The #Wealthies is the only awards program of its kind celebrating companies, individuals, and organizations that demonstrate outstanding achievement in supporting financial advisor success. 👏 Join us in congratulating this year’s finalists! Chief Marketing Officer of the Year: Kelly Vives, Allspring Global Investments Christopher Adams, Global X ETFs Leah Curtis, Meeder Investment Management Zachary Csillag, NEOS Investments Natalie Grasso, Research Affiliates Luba Spear, WisdomTree New Product Development: Fidelity Investments Harris | Oakmark NEOS Investments Smartleaf Asset Management StepStone Private Wealth VistaShares CAZ Investments Eaton Vance's U.S. Charitable Gift Trust Thought Leadership: CAZ Investments Dunham & Associates Investment Counsel Jackson Meeder Investment Management Morningstar Wealth Nebo Wealth New York Life Investments Principal Asset Management Research Affiliates VanEck Winners will be announced September 4, 2025. Learn more: http://xmrrwallet.com/cmx.pspr.ly/6042f9w72 #WealthManagement #AdvisorSuccess #FinancialServices #IndustryExcellence #Wealthies2025

Several stock holdings received a substantial tax savings boost in the areas of capital asset depreciation and expensing of domestic R&D costs. By Aniket Ullal, CFRA Research

PLR offers insights on compliance in cross-border philanthropy.

Keating Financial Advisory Services, a former Raymond James affiliate with about 50 employees and 25 advisors, has broken away to be a registered investment advisor with offices in Kansas and Illinois.

Anne Louise Harrison claims Eric Harrison, anticipating divorce, forged her signature to move their stake in the $26 billion RIA to an irrevocable trust for their children prior to the Stone Point Capital sale.

Actively managed mutual funds and ETFs continue to generate tremendous interest from investors. In July, in fact, active ETFs set a new record with $44.8 billion in flows (out of $123 billion), according to Morningstar.

A headwind against sales. By Charles Ratner, contributor for WealthManagement.com

As wealth management becomes increasingly data-driven, firms must balance analytical innovation with ethical oversight to maintain client trust and competitive advantage.

Artificial intelligence is revolutionizing the financial advisory landscape by augmenting human advisors with powerful data analysis capabilities.

Aspen Standard Wealth has invested in MG Financial, a Boston-based RIA with $1.1 billion in assets under management. The RIA, led by CEO and CIO Mary Gilligan, represents Aspen’s fourth acquisition since it launched last year.