Weekly Digest: Monday March 25th

Digest February 3rd

Arax Investment Partners’ Strategic Expansion in the RIA Market

Arax Investment Partners has significantly increased its assets under advisement to $23 billion within two and a half years through acquisitions and recruitment. Their recent acquisition of Cedrus Financial, a Colorado-based RIA managing $1 billion in assets, exemplifies their strategy of targeting independent firms that cater to niche markets, including high-net-worth families and institutions. This move aligns with Arax’s focus on offering advisors flexible working options with minimal disruption to client relationships.

Barron’s

Key Industry Conferences for Financial Advisors in 2025

Staying updated and networking are crucial in the competitive field of financial advisory. Notable conferences in 2025 include Barron’s Independent Summit for top registered investment advisors, Exchange 2025 focusing on portfolio strategies and practice management, and the NAPFA Spring National Conference addressing advisory business operations and regulations. These events offer opportunities for learning, networking, and earning continuing education credits, essential for professional growth and staying relevant in the industry.

Investopedia

The financial advice landscape is evolving due to technological advancements and demographic shifts. Key trends include a focus on holistic financial well-being, personalized services with round-the-clock digital access, and the rise of ‘finfluencers’—social media influencers providing financial education. These developments highlight the need for financial advisors to adapt by embracing technology, offering comprehensive advice, and engaging with clients through diverse channels to build trust and inclusivity.

World Economic Forum

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