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Keys to Finding the Perfect Fit for Your Practice In this #FastChat, hear Joel Coleman, Managing Director, Wisconsin-Indiana Market Leader at Wells Fargo Advisors explain why while there are no perfect firms, there are perfect fits for your practice – and learn how you can find yours. Watch here: http://spr.ly/6041LLZ1v #WealthManagement

Panelists at a recent conference provide a glimpse into the future of DC plans. Weekly column by Fred Barstein

Docupace has bolstered its registered investment advisor software services by acquiring startup Hubly Inc, a workflow and operations platform that syncs with advisors’ customer relationship management systems.

🌍 Meeting the Needs of Advisors on a Global Scale 🌍 Financial advisors need comprehensive, intuitive solutions to manage portfolios, enhance client service, and streamline operations—especially when working across global markets. That’s why StoneX partnered with Advyzonproviding introducing broker-dealers and financial advisors with an all-in-one platform for portfolio management, CRM, billing, and more—including robust support for international positions and multi-currency capabilities. Hear from Roger Shaffer, Managing Director at StoneX, on why this partnership is a game-changer for advisors. 🎥 Watch Now 👉 http://spr.ly/6042LNGw6 #FinancialAdvisors #WealthManagement #Fintech #GlobalInvesting #StoneX #Advyzon

President Trump’s whipsaw moves on tariffs have disrupted markets and rattled investors. Envestnet is aiming to have the capability to support semi-liquid funds by 2026. These are among the #investment must reads we found this week for wealth #advisors.

RIA Edge Podcast 🎙️ In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, LLC, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew through strategic networking and a commitment to professional management. Listen to the podcast >> http://spr.ly/60490J17b

Andrew Crofton, formerly a managing director at an #RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

RSM US LLP, an assurance, tax and consulting firm for middle-market companies, has partnered with alts management platform Arch to bolster its private market investment management capabilities.

Robertino Coury, founder of ÉO Management, the single-family office that manages the Coury family’s assets, and Andrew Sternlight, the former chief of staff to Bridgewater’s Ray Dalio, have launched a family office that will serve as an affiliation model for ultra-hight-net-worth advisors and SFO executives.

Alaris Acquisitions, a sell-side M&A consultancy to the wealth management industry, has launched The Alaris Lens Application, a technology platform to help match buyers and sellers in the registered investment advisor space.