Barron’s on the Family Office Services Surge: What RIAs Should Know
The Family Office Gold Rush, and What It Reveals About the RIA Evolution When Barron’s published its October 2025 feature, “More RIAs Are Trying to…
5 Signs Your Wealth Management Firm Has Outgrown In-House Client Bookkeeping and Bill Payment
When DIY Stops Being Enough A client calls because a utility bill for their vacation home went unpaid. The team scrambles to figure out whether…
How White-Labeled Services Help RIAs Punch Above Their Weight
The Challenge of Competing at Scale Independent RIAs are built on trust and personal service, but growth can expose the limits of that model. Every…
How AI Is Changing Fraud and What It Means for Aging Wealth Holders
The Evolving Threat Landscape: How AI is Changing Fraud It often begins with a phone call. The voice sounds familiar, the story urgent, and the…
Kevin Reed Highlights How Advisors Can Scale Family‑Office‑Level Service in Wealth Management’s 2025 Mid‑Year Outlook
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Future Plans for a Decades-old Service Provider
When Aquilance, a company founded in 1987 that pays bills for and provides personal bookkeeping, accounting, and investment reporting to family offices, reached out in January to John Carey about becoming its new CEO, he already had some business ideas.
Aquilance Appoints John Carey as New CEO
Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors. Aquilance has announced the appointment of John Carey as CEO. Previously the Head of Consumer Experiences for Envestnet, Carey has built a successful career creating digital technology solutions that enhance the wealth management and financial administration industry.
Aquilance recognized as winner for second year in a row by Family Wealth Report for “Best BillPay Solution”
Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, continues to gain recognition for its proprietary technology and white glove service. This year, the firm is proud to announce that it has once again been selected as a winner in the ‘Billpay’ category at the Annual Family Wealth Report Awards. Aquilance was also named a winner for Best Billpay Solution in 2023.
Should Your Wealth Plan Include an Entrepreneur’s Trust for Your Children?
The Great Wealth Transfer could put more than $80 trillion in the hands of younger generations over the next two decades. But, for a variety of reasons, many baby boomers — especially the very wealthy — hesitate to pass their financial legacy onto their children.
Received money for your NIL? Great, now it’s time to make it last
Imagine being the reason that your college or university sells millions of dollars’ worth of tickets, merchandise, and swag. And then not seeing a dime of it. Until three years ago, you could only legally capitalize on your athletic abilities and brand if you played professionally -- but fewer than 5% of athletes actually make it to that level.
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