MARCH 13, 2025

INDUSTRY NEWS

Former Allianz Exec Launches Advanced Planning Firm

Heather Kelly’s Mosaic Advanced Planning is backed by Merchant and RIA Apollon.

INVESTING STRATEGIES

Capital Group, SMArtX, BondBloxx Roll Out New Model Portfolios

Capital Group unveiled eight models built from its active ETFs. Meanwhile, SMArtX and BondBloxx rolled out portfolios designed around duration, credit and equity exposure.

RESOURCE CENTER

Women, Wealth, and Retirement Planning

PODCAST

The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor

When advisor Mary Saylor gave birth to her daughter during her senior year at Penn State, it was an uphill battle to build a career in wealth management.

WEBINAR

60 Days of Change: Q1 Review and Q2 Outlook Amid a New Administration

Sponsored by Betterment Advisor Solutions

Explore how the new administration is shaping investor sentiment and strategic planning for independent RIAs, with key insights on policy impacts, market shifts, and client strategies.

PHILANTHROPY

Strategic Philanthropy Can Do More Than Navigate a Shifting Tax Landscape

Strategic planning and preparation can equip anyone to ensure philanthropy remains a cornerstone of Americans’ financial stewardship.

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