Wealthcare Capital Management

08/27/2026

What does it take to build a financial relationship with the next generation before significant wealth enters the picture? Intern Wilson Hagen shares what working with college athletes taught him about earning trust early—and why human connection will remain essential as financial advice evolves.

"One of the biggest things my internship has taught me is that financial advice often begins long before someone has significant assets to invest.

At Miller Financial Group, I have helped develop an initiative focused on supporting college athletes and their families as they navigate NIL income, taxes, business decisions, and the transition into life after sports. Much of my work has involved researching the challenges athletes face, building educational tools, meeting with athletes, and thinking about how an advisory firm can earn trust with younger clients before a traditional wealth-management relationship even exists.

This experience has changed how I view the financial services industry. The best advisors are not simply managing portfolios. They are helping people understand complicated decisions, bringing the right professionals into the conversation, and building relationships that can last through many different stages of life.

I believe the next generation of advisors will need to combine financial knowledge with communication skills, creativity, emotional intelligence, and an understanding of technology. Younger clients expect information to be accessible, personalized, and easy to understand. At the same time, technology and AI cannot replace the trust that comes from being present and genuinely invested in someone’s future.

That combination of innovation and human connection is what excites me most about the future of financial advice."

08/20/2026

What changes when financial concepts move from a textbook into real client situations? Wealthcare intern Davis Angel shares how his summer experience brought classroom lessons to life and gave him a new perspective on technology, AI, and the future of financial advice.

"The biggest surprise I’ve had throughout this internship is the fact that it has deepened my knowledge of topics that I have learned in school. For example, it’s one thing to learn about all of the different types of retirement plans, but seeing the real-world application of each plan is something that truly deepened my understanding and made the key details of each easier to remember. Being a next-generation advisor is exciting for me, as the average age of the current advisors is around 50 years old, meaning the industry will soon transfer into my generation’s hands. Future advisors must be able to leverage AI efficiencies and integrations, which this internship has helped me gain insight into. I believe these tools will further help advisors spend more time with clients and less time doing back-end tasks, which improves the experience for both the advisor and the client."

08/19/2026

What separates top-performing advisory practices from the rest—and where could your own practice have its next breakthrough?

In Nashville, Dave Thomas from Invesco will take us inside The Breakthrough Moment, featuring insights from Invesco’s Practice Innovation Index and trends they’re seeing from leading advisors, teams and firms across the country.

We’ll look at what top practices are doing differently across:
🎸 New Business Development
🎸 Client Service
🎸 Wealth Management
🎸 Practice Management

And most importantly—how to turn those insights into action in your own practice.

Come ready to benchmark, borrow a few great ideas, and find the area of your practice that may be ready for its next breakthrough.

08/18/2026

Even if they’re not talking about it, your employees are thinking about their futures. Transparency about career progression and your succession plans can mitigate panic and turnover when you announce a sale.

Because when employees hear “sale,” they often hear “layoffs.”

Silence creates uncertainty, and uncertainty drives talent away.

The best advisors address the future before it becomes urgent.

We break down how to protect trust, culture, and key employees in our white paper, The Human Side of M&A.

Get it here: https://bit.ly/4fS3qCE

&A

08/13/2026

What if one of the most valuable technology skills has less to do with technology and more to do with people? Wealthcare intern Evan Hoynes shares what he learned about turning powerful tools into practical solutions—and why that skill could help shape the next generation of financial advice.

"The most useful thing I did this summer wasn't technical. It was translation.

A lot of advisor technology is powerful and almost unapproachable at the same time. The people who most need it are busy, client-focused, and were not hired for their comfort with software. So, a real part of my job became sitting in the middle: taking a capable but confusing tool and turning it into something an advisor could actually use.

Most of what I built this summer came back to that one job. Strip out the jargon, drop the assumed technical background, and lay out the path from "here's the tool" to "here's how it saves you twenty minutes on Monday." The hard part was never the software. It was understanding the advisor well enough to explain it in their language.

I think this is the skill the next generation of advisors is quietly going to need. Not to become engineers, but to be the bridge: fluent enough in the technology to trust it and grounded enough in the client to know what should never be automated.

Financial advisors get more tools every year. What it will always need are people who keep that technology pointed at the client, and never the other way around. That gap is exactly where I want to build my career."

08/11/2026

Here’s a truth advisors rarely acknowledge: Your clients are already wondering what happens when you retire.

They see the signs.
They ask themselves the questions.
They just don’t always ask you out loud.
The risk isn’t change.
The risk is surprise.

Our white paper explains how early, thoughtful communication turns client anxiety into reassurance.

Download The Human Side of M&A: https://bit.ly/4fS3qCE

07/29/2026

The first half of 2026 has reinforced what we're hearing from advisors across the industry: there is no one-size-fits-all path to independence.

That's why we've continued investing in flexible affiliation models that give advisors the freedom to build the business they want with the technology, operational support, and strategic resources to help them grow at every stage of their careers.

So far this year, we've:

1. Welcomed eight new advisors, making this our strongest recruitment period to date.

2. Completed three internal acquisitions, helping advisors execute successful succession plans.

3. Surpassed $1.1 billion in assets managed through our Advisor-Driven Models solution.

4. Added three new strategic partnerships that further strengthen the resources available to advisors and their clients.

Whether an advisor is looking to remain independent, plan for succession, accelerate growth, or pursue acquisition opportunities, we're committed to providing the flexibility and support they need.

Thank you to our advisors, team members, and partners for driving this momentum. We're excited for what's ahead in the second half of 2026.

Read the full press release for a closer look at Wealthcare’s first-half momentum and what’s ahead. https://prn.to/4pOhPTg

/PRNewswire/ -- Wealthcare Capital Management (Wealthcare), a technology-enabled RIA supporting independent financial advisors, continued its accelerated...

07/22/2026

🎸 WEALTHCARE ADVISOR CONFERENCE SPOTLIGHT

Every Great Advisor Has a Great Road Crew

The best advisors don't do it all alone.

Just like every Nashville headliner has a team working behind the scenes, successful advisors rely on the right people, technology, and specialized expertise to deliver an exceptional client experience.

Your clients see you. They don't need to see everything happening behind the scenes.

🎤 Moderated by

Nicola Sutton - Business Coach & Practice Management Consultant

🎸 Featuring

Adam Sommers – Advisor

Olivia Allen – Advisor Support | Virtual Assistant & Operational Solutions

Independent Trust Company – Trustee & Legacy Planning Specialists

Join us at the Wealthcare Advisor Conference for this interactive session as we introduce Wealthcare360—a connected ecosystem designed to help you expand your capabilities, strengthen client relationships, and confidently navigate more complex planning opportunities.

💡 You'll leave with practical ideas, new connections, and resources you can put to work in your practice immediately.

Join us in Nashville October 1-3 and meet your road crew.

Wealthcare360 - Helping You Deliver More Value.

07/21/2026

The most successful M&A transitions have one thing in common: They’re driven by purpose, not pressure.

If you’re starting to think about your future, counsel yourself like you would your clients. What do you want the next phase of your life to look like? Do you want to work part-time? Do you want to spend more time with your grandkids? Do you want to refurbish a sailboat and sail around the world with your spouse?

Selling doesn’t have to mean stepping away. It can mean changing your role. Lightening the load. Or a whole new adventure.

Explore this mindset in our white paper, The Human Side of M&A: https://bit.ly/4fS3qCE

&A

07/13/2026

For the fifth consecutive year, Wealthcare has been recognized in Financial Advisor Magazine's 2026 RIA Survey & Ranking, earning the #155 spot on both the America's Top RIAs and Fastest Growing RIAs lists.

Five straight years of recognition reflects something bigger than a ranking.

It reflects advisors who continue to choose a model built around flexibility, not constraints. It reflects long-term investments in technology, service, and operational support that help firms grow on their own terms. And it reflects a team committed to creating better outcomes for advisors and the clients they serve.

Thank you to our advisors, employees, and partners for being part of the journey. Here's to continuing to build a firm where advisors have the freedom to run their business their way.

See the rankings list here https://bit.ly/44Zqqc5