Rich Santos: An Appreciation

Published on March 18, 2025

A colleague offers his remembrances of our former publisher.

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Former WealthManagement.com Publisher Rich Santos Dies at 76

March 18, 2025
Santos oversaw the brand and its predecessors for nearly 20 years and was instrumental in the launch of WealthManagement.com.

Ten Advisor Movement Predictions for 2025

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With the 2024 recruiting headwinds behind us, advisor transitions are expected to look much different in 2025, according to a new report from Diamond Consultants.