Luz Johnson’s Post

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Managing Partner / Wealth Management / Financial Planning / Educator

Find out what the latest news on wealth management. #financialnews #financialplanning

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From executive leadership to tech innovation and industry insights, catch up on what made headlines this week ⬇️ • Big news: Rich Steinmeier is recognized among 20 leaders shaping wealth management in 2025 by Financial Planning: https://bit.ly/3BRzwN0 • CIO Kristie Edling-Day discusses the future of advisor tech with Julie Cooling of RIA Channel, sharing how we're helping advisors navigate AI and build efficient tech stacks: https://bit.ly/3ZPGsSK • Strategic move: Marc Cohen, elevated to Managing Director of Business Strategy and Innovation, joins the Management Committee to help shape the future of advisor affiliation. More from Barron's: https://bit.ly/4iBNq6F • Industry perspective: In InsuranceNewsNet, Joanna Kanakis examines why some insurers are stepping back from wealth management despite growing consumer demand and a projected $171T in global assets by 2028: https://bit.ly/4iNMjkj • Finding balance while scaling: Jeremy Holly shares three practical strategies for advisors to grow their practice while maintaining work-life harmony with VettaFi: https://bit.ly/4gLB1Lz

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