Advisors Are Unsatisfied with Tech Stacks. They Plan to Prioritize Upgrades in 2026.
Only about one-in-four respondents in a WealthManagement.com survey said they are very or completely satisfied with their firms’ use of technology.
Category: Wealth
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Loop Earplugs Hamptons: The Chic Hearing Protection Taking Over Polo
Loop Earplugs hit $221M revenue making hearing protection fashionable. Discover why the Coachella-partnered brand is taking over Hamptons polo matches and galas.
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RIA Outlook 2026: Trust and Estate Planning Services
WealthManagement.com surveyed financial advisors and executives at RIAs about their business growth plans in 2026, including how they intend to integrate trust and estate strategies into their financial planning services.
Wonderskin: The Viral Lip Stain Surviving Every Polo Match and Power Lunch
Michael Malinsky was sitting in a New Jersey lab in 2015, surrounded by cosmetic scientists who’d spent decades at LVMH and Estée Lauder. They showed him something strange: a lip product that went on bright blue, then peeled away to reveal color that wouldn’t budge for hours. Most executives would have dismissed it as a […]
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RIA Outlook 2026: More M&A, New Services Planned for 2026
For 2026, RIA executives say they plan to prioritize expanding services around digital assets and estate planning, put firm profits primarily toward technology and marketing upgrades, and hire more back-office support staff.
Consuelo Vanderbilt Costin Celebrated at Latin Fashion Week Washington DC
Consuelo Vanderbilt Costin Receives Top Honor at Latin Fashion Awards 2025 Photo credits: Kasper Photography of Latin Fashion Week® Entrepreneur and seventh-generation Vanderbilt icon Consuelo Vanderbilt-Costin was honored with the Legacy & Leadership Award at the Latin Fashion Awards 2025, hosted by Latin Fashion Week Washington, at the historic Warner Theatre in Washington, DC. Celebrated for […]
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Continue ReadingPrime Capital Urges Court to Pause Edelman’s Lawsuit Alleging Trade Secret Theft
In its response to Edelman’s complaint from late November, Prime Capital stated the RIA’s accusations that the firm coached advisors on how to take client information are already playing out in other cases.
Swing Mechanics for the Analytical Mind – The Thinking Person’s Guide to Golf Improvement
Most golf tips fail smart people. Not because they’re wrong—because they’re incomplete. Here’s what the best instructors actually tell their clients who run companies. Standard golf instruction frustrates analytical minds. “Keep your head down” provides no mechanism. “Swing easy” contradicts physics. “Feel the lag” assumes a sensation you’ve never experienced. If you’re searching for golf […]
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The Hamptons Golf Calendar – Essential Events for Summer 2026
The invitations start arriving in April. By May, your summer calendar is set. Here is how to make sure you are playing where the deals get done. The Hamptons golf season operates on a rhythm understood by insiders and invisible to casual observers. Certain tournaments matter for philanthropy. Others matter for networking. A few matter […]
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Deals & Moves: Wealth Enhancement Pens 3 Deals; EP Wealth Expands in Phoenix
In addition, MCF Advisors makes its first acquisition since the WPCG stake and DayMark sells a minority stake to Constellation.
Steve Harvey Net Worth 2025: From Living in His Car to a $200 Million Media Empire
What Is Steve Harvey’s Net Worth in 2025? Steve Harvey’s net worth currently stands at approximately $200 million, with annual earnings around $45 million from his diversified media empire. But the Steve Harvey net worth story requires understanding where it started: a 1985 Ford Tempo parked in various Cleveland parking lots, where a thirty-something comedian […]
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