Wealthcare Capital Management’s evolution from a software pioneer to a national advisory platform reveals the power of strategic reinvention.

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Regan, president and CEO of Wealthcare Capital Management, about Wealthcare’s journey from its roots in Richmond, Va., to its sale to Sammons Financial. Matt shares how the firm is blending technology, M&A strategy and advisor support to create growth opportunities for independent advisors nationwide.

Matt and David also discuss the firm’s acquisition approach, the rise of supported independence and the ongoing transformation of the RIA space.

Matt discusses:

- Wealthcare’s beginnings as an investment planning software firm and its evolution into a full-service wealth management enterprise with some 200 affiliated advisors and $10 billion in AUM.
- The recent transaction, which saw ownership of the firm move from private equity investors NewSpring Capital to employee-owned Sammons Financial, a mid-sized financial services firm, and the potential to set up an independent wealth management vertical inside that organization.
- Why Wealthcare still purposefully targets sub-$1 billion firms for acquisitions, and how the war for talent, particularly next-gen, is feeding into Wealthcare’s dealmaking roadmap. (In fact, Wealthcare’s advisors are, overall, younger than the industry average.) 
- Why the firm has a goal to move more affiliated advisors, largely 1099 employees, into Wealthcare’s W-2 channel.
- Regan’s view on most of the digital marketing platforms currently available to advisors, and how AI may be the answer to truly move the needle on organic growth via improved lead generation and prospect nurturing.
- Why Regan is looking for an AI-enhanced small account investment platform for advisors to offer younger prospects who don’t—yet—make profitable full-service clients. 

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagement.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Matt Regan:

Wealthcare - https://www.wealthcaregdx.com 
LinkedIn: Wealthcare - https://www.linkedin.com/company/wealthcare-capital-management 
LinkedIn: Matt Regan - https://www.linkedin.com/in/matt-regan-17ab64/ 

About Our Guest:

Matt Regan serves as Wealthcare’s President. Most recently and prior to Wealthcare, Matt served as the Chief Operating Officer of Wescott Financial, a $2 billion RIA based in Philadelphia. With more than two decades in the financial services industry, Matt has been involved in a number of transformative business models and has remained focused on building world-class organizations with a focus on the client. As a founding partner of WR Hambrecht+Co, Matt launched the retail brokerage offering and helped to design and launch the auction-based OpenIPO system. As a consultant to Vanguard, Matt was involved in the technology and business transformation that created the infrastructure that underlies the firm’s Personal Advisor Services offering. Matt is a graduate of the University of Toronto and resides outside Philadelphia with his wife and three children.

RIA Edge Podcast: CEO Matt Regan on Wealthcare’s New Owners, Future M&A and AI’s Organic Growth Potential

In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. 

Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing use of ETFs in model portfolios. He also explains Vanguard’s 13 investment strategies and highlights the role advisors can play in guiding client behavior during periods of market volatility.

Key takeaways:

- Why the 60/40 portfolio remains relevant as a long-term “all-weather” strategy
- How dynamic strategies adapt to capital market assumptions across more than 100 asset classes
- The growing role of ETFs, including passive and active approaches, in model portfolios
- Vanguard’s 13 strategies are designed to address diverse investor needs and objectives
- The importance of advisor behavioral coaching to help clients stay disciplined through volatility

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Todd Schlanger

Vanguard - http://www.vanguard.com 
LinkedIn: Todd Schlanger - https://www.linkedin.com/in/todd-schlanger-cfa-b202523/ 

Resources:

Listen to the Wealth Management Invest Podcast on WealthManagement.com: https://bit.ly/3EHpeRh 
Listen and Subscribe to the Wealth Management Invest Podcast on Apple Podcasts: https://bit.ly/4m1s30k 
Listen and Subscribe to the Wealth Management Invest Podcast on Spotify: https://bit.ly/4d0rD67 

Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

Life changes, and your estate plan should change with it. Attorney Matthew Erskine joins the Celebrity Estates podcast to explain why estate planning is never a “set it and forget it” process, but a lifelong practice that evolves alongside major milestones.

Matthew walks through key life events from marriage and divorce to relocation and retirement and shares how each can reshape a client’s estate strategy. Drawing from years of experience, he highlights how small updates, communication and awareness of changes in the law can prevent major family disputes.

Join Senior Editor David Lenok and Matthew Erskine, ower of The Erksine Company, as they discuss how to keep estate plans living, relevant and aligned with every stage of life.

David and Matthew discuss:

- Why every major life event, from marriage to relocation, should trigger a review of your estate plan
- The importance of communication between family members to avoid future conflicts
- How to handle estate planning for beneficiaries facing personal challenges
- The impact of tax and law changes on existing estate documents
- Why advisors should treat estate plans as “living documents” and revisit them annually

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 
Estate Plan Update Checklist by Matthew Erskine: https://bit.ly/4op84Ji 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Matthew Erskine:
 
Erskine & Erskine - https://www.erskineanderskine.com/ 
LinkedIn: The Erskine Company - https://www.linkedin.com/company/the-erskine-company/ 
LinkedIn: Matthew Erskine - https://www.linkedin.com/in/erskineco/ 

About Our Guest:

Matthew F. Erskine is an approachable, empathic estate and succession planning attorney who creatively and holistically solves families' unique asset and estate needs. He is the fourth generation of lawyers known for integrity and personal service. Matt concentrates on providing legal and fiduciary services for families with basic estates as well as real estate, unique assets, or a family business. Unlike most trust and estate attorneys, Matt's focus is on ensuring financial security while preserving the ownership of unique but often illiquid assets for the client and family.

Celebrity Estates: Updating Estate Plans Through Life’s Milestones

What happens when a schoolteacher from Ireland follows her curiosity halfway across the world and ends up helping shape one of the nation’s largest wealth management firms?

In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Claire O’Keefe, partner and head of partner development at Cerity Partners, about her unconventional journey from education to wealth management and the people-first culture that drives firm growth.

Claire shares insights on career transitions, cultural alignment in mergers and acquisitions, the importance of organic growth and how investing in people powers the future of wealth management.

Claire discusses:

- How her travels from Ireland to the U.S. led to a career in wealth management
- The key trends shaping M&A decisions for RIAs, from succession planning to client experience
- Why cultural alignment and shared values determine successful partnerships
- How top-performing firms prioritize training, development, and broad ownership structures
- Her perspective on the future of small and solo firms in a rapidly evolving, AI-driven industry

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 


Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Claire O'Keefe:
 
Website: Cerity Partners - https://ceritypartners.com/ 
LinkedIn: Cerity Partners - https://www.linkedin.com/company/cerity-partners/ 
LinkedIn: Claire O'Keefe - https://www.linkedin.com/in/claire-o-keefe-305b539/ 

About Our Guest:

Claire O’Keefe serves as Partner, Head of Partner Development, and member of the Leadership Team at Cerity Partners. She has a deep appreciation for the unique fabric of our firm which she regularly refers to as her “forever home”.

Central to Claire’s philosophy is human connection. As Head of Partner Development, she is passionate about building relationships with both current and prospective partners and colleagues who are excited by the vision of our firm, share our cultural values, and are committed to serving the best interests of clients, colleagues, and the communities in which we operate. She believes that authenticity, empathy, active listening, high emotional intelligence, and genuine curiosity, form the bedrock of effective communication and trusted relationships. In her words, “The magic of our partnership is our people.”

Cerity Partners is more than just a firm; it’s a community. A community where everyone’s voice counts, where an entrepreneurial spirit thrives, and where decisions prioritize our clients, free from external pressures.

Prior to joining Cerity Partners, Claire served as Chief Operating Officer and client advisor for two wealth management firms. In these roles, Claire’s responsibilities included strategic planning, client and colleague development, and client advisory for affluent individuals, business owners, executives, and nonprofit organizations.

Culture, Collaboration and Career Change with Cerity Partners’ Claire O’Keefe

Most retirees don’t realize how many decisions come with their pension or how those choices can impact income for the rest of their life.

In this episode of The Capitalized Life and Retirement Show, Matthew Johnson, president of Johnson Wealth and Income Management, breaks down the realities of pensions, why fewer Americans have them, and what you must understand before taking yours.

🎯 In this video, you'll learn:

• Why pension funding issues can threaten retirement security
• The difference between pension types and payout options
• How interest rates and markets impact pension value
• When a lump-sum rollover could make sense

👉 Check out our website: https://www.johnsonwim.com/   

Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.   Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.   

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.

Pension Tension

Family drama doesn’t end when the spotlight fades.

On this episode of the Celebrity Estates podcast, litigator Michael Napoleone joins Wealthmanagement.com Senior Editor David Lenok to unpack the bitter dispute over actor John Amos’s estate, and what it reveals about aging, trust and family dynamics.

From allegations of elder abuse and undue influence to sibling rivalries turned legal battles, Michael shares what really happens when communication and transparency break down. Drawing on years in the courtroom, he explains why longer lifespans, cognitive decline and blended families are fueling a rise in inheritance disputes — and how proactive planning can protect both wealth and relationships.

Key Takeaways:

- Why family disputes over caregiving and inheritance are rising as people live longer and cognitive decline increases
- How isolation, blended families and uneven caregiving fuel mistrust and legal challenges
- The difference between exploitation claims (while alive) and undue influence claims (after  death)
- The crucial role of fiduciaries and when a neutral party may prevent emotional and financial fallout
- Why clear communication about estate intentions can prevent surprise, resentment, and years of litigation

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Michael Napoleone:
 
Day Pitney, LLP - https://www.daypitney.com/ 
LinkedIn: Day Pitney, LLP - https://www.linkedin.com/company/day-pitney-llp/ 
LinkedIn: Michael Napoleone - https://www.linkedin.com/in/mjnapoleone/ 

About Our Guest:

Michael Napoleone is a seasoned litigator with a proven track record of success representing businesses, individuals, and fiduciaries in complex, high-stakes disputes. He has litigated a wide array of matters, including theft of trade secrets, corporate shareholder disputes, contested wills and trusts, claims of fiduciary misconduct, land use conflicts, and high-value real estate litigation. His extensive courtroom experience spans jury trials, bench trials, appeals, and alternative dispute resolution forums such as arbitration and mediation.

Known for his strategic approach and persuasive advocacy, Michael is regularly called upon to handle cases where the outcome is critical and the legal issues are complex. His clients rely on him not only for his legal acumen but also for his ability to navigate sensitive, high-conflict situations with clarity and confidence.

In addition to his legal practice, Michael has held many leadership roles within the legal profession and local government. He is a past president of the Palm Beach County Bar Association and served on the Executive Board of the Palm Beach County Early Learning Coalition. He currently serves as the elected Mayor of the Village of Wellington, Second Vice President of the Palm Beach County League of Cities, and on the Executive Board of the Palm Beach County Transportation Planning Agency - positions that reflect his dedication to public service and his deep understanding of governmental and regulatory systems.

Michael's dual background as a skilled courtroom advocate and respected civic leader makes him a trusted advisor in both legal and policy arenas.

Celebrity Estates: The John Amos Estate Dispute with Michael Napoleone

Power of AI

Description
 In this episode of The Capitalized Life and Retirement Show, Matthew Johnson, president of Johnson Wealth and Income Management, breaks down why Roth IRAs and Roth conversions are powerful tools for long-term tax-free retirement income.

He explains how new tax laws, contribution limits, and timing rules make now the time to review your Roth strategy before 2026 changes take effect.

💡 You’ll learn:

• Why Roth IRAs can provide lifetime tax-free income
• Key age and contribution limits for 2025
• How Roth conversions work and deadlines you can’t miss
• Common mistakes to avoid before retirement

👉 Check out our website: https://www.johnsonwim.com/   

Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.  

Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.  Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered 

Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.

Reasons for Roths

Balefire Wealth’s transformation from two thriving RIAs into a unified enterprise business with national ambitions showcases the strength of shared vision and cultural alignment.

In this episode of the RIA Edge Podcast, host David Armstrong chats with Jason Hester and John Hoffman, co-CEOs of Balefire Wealth—a new RIA formed from the merger of their two firms. They discuss combining their complementary businesses—one serving ultra-high-net-worth clients, the other focused on mass affluent and corporate retirement plans—to build an integrated wealth management platform. The conversation covers their collaborative leadership approach, focus on client and advisor growth, and plans to accelerate expansion in 2026.

They discuss:

- Why it took two years to merge their firms, yet only “32 seconds” to decide on co-CEO roles—and how they make the partnership work.
- How they built a team-based model serving clients from mass affluent to UHNW, with a unique planning process, client segmentation, and evolving family wealth services.
- How they launched with 16 advisor-owners, offering a path to ownership and no outside capital.
- Why they believe hybrid advisors focused beyond AUM will define the future and strengthen client relationships.
- Their 2026 plan to shift from recruiting to M&A growth, and how they view partnering with “smart money” investors.
- How their retirement plan business positions the firm as an HR partner helping companies tackle talent and retention challenges.

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:

WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagement.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Balefire Wealth:

Website: Balefire Wealth - https://balefirewealth.com/ 
LinkedIn: Balefire Wealth - https://www.linkedin.com/company/balefire-wealth/ 
LinkedIn: Jason Hester - https://www.linkedin.com/in/jhesterbalefire/ 

About Jason Hester:

As Managing Partner and Co-CEO of Balefire Wealth, Jason Hester leads the firm’s strategic vision and oversees its multi-division growth across a national footprint. With 25 years of experience in organic growth, strategic leadership, and private wealth frameworks, he guides the development of holistic planning solutions for affluent families and corporate clients. Jason is deeply involved in capital strategy, advisor acquisition, post-merger integration, and platform optimization, while mentoring leadership and cultivating a culture of clarity, accountability, and innovation. He works closely with the Executive and Organic Growth Teams to ensure Balefire continues to set a new standard for enterprise advisory firms.

About John Hoffman:

For 20 years at Principal Financial, he excelled as an Advisor, Managing Director, and ultimately Regional Managing Director—roles where he shaped strategy, developed high-performing teams, and attracted top talent. Now, as Managing Partner of Balefire, John is responsible for the firm’s inorganic growth and has built a “one-team” culture in an industry that often operates in silos. He has created team-based values aligned with a bold new vision, ensuring talent thrives in an authentic and collaborative environment. His leadership centers on finding the right team players, creating alignment, and scaling the organization as a unified company.

RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman

In today’s competitive financial landscape, trust and reputation are the currencies that drive private equity success. In this episode, we explore how branding — often dismissed as mere marketing — has become a strategic necessity for private equity firms. Drawing inspiration from Kevin Mulleady, a respected finance executive and growth strategist, we uncover how a strong brand identity can transform investor confidence, streamline deal flow, and elevate long-term value.

https://www.instagram.com/kevinmulleady/?hl=en



Why Private Equity Firms Need Strong Branding — Lessons from Kevin Mulleady

Kevin Mulleady is a strategic finance executive and skilled dealmaker known for sourcing, structuring, and executing high-impact, growth-driven transactions.

Welcome to Epic Hook's Official Soundcloud

 Epic Hook is a musical artist and DJ producer from England, blending diverse influences into pop music. They are known for incorporating elements of K-pop Rock  EDM, pop

get all the updates vs Epic Hook x

Epic Hook Use Logic Pro

stop trying to sell US Music Promotion we have a admin and record label so we are not interested if u do so u will be blocked you been warned

New tracks tagged #WealthManagement