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Prism: 2025 Midyear Outlook
It’s a time for quality. Our midyear market commentary explains why we recommend high-quality investments to help manage turbulent markets and an unclear outlook.
Disrupting an Industry for the Better
The main floor at the Ritz-Carlton in St. Louis is full of excitement and an energy you feel walking into the lobby. The Ritz is buzzing because it is playing host to the first annual advisor meeting for the aptly named &Partners.
The $34T Opportunity That Could (Finally?) Prompt More Hiring of Women FAs
Women will control $34 trillion by 2030, yet only 23% of advisors are women. Wealth management firms have an opportunity to hire more women advisors. &Partners is leading the way.
Why Financial Advisors Are More Essential Than Ever in the Age of Fintech
Do financial advisors matter more or less in the age of AI? &Partners cofounder John Alexander says AI isn’t replacing advisors — it’s amplifying their human impact.
Insights
Rapid Response: Ramifications of the “One Big Beautiful Bill”
President Trump’s new bill introduces sweeping tax and spending changes. Read about implications — from tax cuts to estate planning and market risks.
The Great Transfer
&Partners cofounder Kristi Mitchem explains why experts are calling the upcoming $84 trillion “Great Transfer” the most consequential wealth shift in history — and what you can do to prepare.
Prism: 2025 Year-Ahead Outlook
Preparing portfolios for the unpredictable includes exploring alternatives other ways to help enhance your diversification.
&Partners in the News
Women FAs See a ‘Huge Opportunity’ for Others
What if the very traits that women are often told hold them back in business are actually their biggest advantage in finance? A growing number of women advisors say the field offers freedom, flexibility, and a chance to rewrite the rules.
Baby or Business? Challenges Persist for Aspiring Women FAs
Despite industry efforts to recruit more women advisors, obstacles persist, making it difficult for women to become advisors and find success at the same rate as their male peers.
AndPartners Tops $25B in Client Assets to Start 2025
An ambitious start for a new wealth management firm aimed at changing the industry for the better
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