Welcome to Zephyr’s Adjusted for Risk Podcast hosted by Ryan Nauman. In this episode, recorded at the Morningstar Investment Conference in Chicago, Ryan sits down with Wassan Kasey, the Advisor Practice Management Consultant at Capital Group. They discuss the ongoing Great Wealth Transfer, the shift of financial assets to women, and its implications for financial […]
Strategies for Advisors for the Great Wealth Transfer Read More »
A former creative director with Mariner Wealth Advisors alleged in a new lawsuit that a supervisor forced him out as part of a broader push to hire younger workers at the expense of their older peers. Damon Scruggs filed his suit in Kansas federal court this week, accusing Mariner of age discrimination. In the complaint,
Ex-Mariner Creative Director Sues for Age Bias Read More »
OneDigital, the Atlanta-based “tech-enabled” insurance, talent and financial advisory firm, has sold a majority stake in the business to Stone Point Capital and Canada Pension Plan Investment Board (CPP Investments). The deal values OneDigital, which has about $143 billion in assets under management and advisement, at more than $7 billion. Stone Point and CPP are
Stone Point, CPP Buy Majority Stake in OneDigital Read More »
Rare are the acquisitive registered investment advisors who don’t have private equity backing these days. Industry data and insights firm AdvizorPro recently found that 295 RIAs have either majority or minority stakes from PE firms, a 16% jump from its mining of the public data in 2024. This week’s deal roundup, however, points out an
Deals & Moves: Moneta, Waverly Add Teams Read More »
Aprio, an Atlanta-based business, advisory and accounting firm, is boosting its wealth management division by acquiring Mize CPAs, a Midwest-based accounting firm specializing in servicing owner/operators of McDonald’s franchises. As part of the acquisition, Aprio bought Prism Financial Group, Mize’s affiliated wealth management firm. The $1.98 billion company offers fiduciary-based planning for Mize clients, and
Aprio Acquires Mize CPAs, Expands Midwest Presence Read More »
The Federal Reserve has finally cut rates. Will mortgage rates follow? If you’ve been waiting to rate lock or refinance, is now the time, or does the market think we have even further to fall? With inflation coming down from past years’ peaks and unemployment slowly ticking up, the Fed made the decision everyone was
Who Needs to Rate Lock and Refinance ASAP Read More »
Okay, the people have spoken. According to USA Today, Michigan’s Mackinac Island ranks number one for the best place to visit in the U.S during the fall for its scenery, pleasant weather, and seasonal activities. If you’re planning to take a trip to this charming town, be sure to check out our guide. Whether you’re
Your Guide to Exploring Mackinac Island This Fall Read More »
In This Article Short-term landlords might not be able to sh-sh-shake it off when it comes to the additional taxes they may be liable for. This follows the introduction of Rhode Island’s “Taylor Swift tax,” the nickname given to part-time residents who own vacation rentals. With other states following suit, tensions are escalating between local
Whether through acquisition, or in this case partnership, Morgan Stanley Wealth Management has continued to expand its workplace service offerings for private company founders, executives and employees preparing for liquidity events and IPOs. The firm this week announced an expansion in its existing partnership (announced in October 2024) with the valuation software provider Carta. Carta,
Morgan Stanley Deepens Carta Partnership, Integrations Read More »
![[PriceyPads.com] Save This House! C. 1899 Fixer Upper Pending Sale in Schenectady, New York](https://www.superduperdiscounts.com/wp-content/uploads/2025/09/PriceyPadscom-Save-This-House-C-1899-Fixer-Upper-Pending-Sale-1024x768.jpeg)
Estimated reading time: 1 minute 1077 University Pl, Schenectady, NY 12308 Update: Pending Sale The Victorian era stands as a defining moment in history, distinguished by its architectural character and profound social transformation. This Victorian residence, although in need of restoration, offers its new owners a rare opportunity to preserve its heritage and restore the