JULY 09, 2025

RIA NEWS

Modern Wealth Bolsters California Footprint, 401(k) Plan Focus with $1B Acquisition

Modern Wealth’s fifth deal of 2025, and 17th since its founding in 2023, adds a firm in its home state and bolsters a workplace retirement plan division launched last year via acquisition.

CAREER MOVES

Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.

WMIQ RESEARCH REPORT

Mastering the HNW Client Experience

In partnership with Envestnet

How transparency, performance, and personalization drive lasting wealth management relationships with high-net-worth investors.

Download Now >

MUTUAL FUNDS

Schwab Expands Roster of No Transaction Fee Mutual Funds

RIAs can now invest in institutional shares of around 2,000 mutual funds from 58 asset managers without paying transaction fees.

COMMENTARY

From Clicks to Clients: Not All KPIs Are Created Equal

Deeper engagement metrics, like client conversion rates and profitability, give a clearer picture of firm performance.

WMTV ON LOCATION

How RIAs Can Use Annuities for Income and Risk Management

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