Note From the Editor: November 2025

Published on October 27, 2025

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

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Zephyr's Adjusted for Risk: Navigating M&A - Integrating Investment Philosophies

October 27, 2025
Zephyr's Ryan Nauman and Wescott Financial Advisory's Mark McCarron discuss the process of merging investment philosophies during firm acquisitions including the importance of cultural fit, consistent strategic alignment, communication with clients, and the critical aspects of successful implementation.

NMG Study: Hybrid Advisors Best Positioned to Leverage Convergence

October 27, 2025
While RPAs without wealth struggle to maintain margins.