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Our latest insights

Explore timely insights on the events, trends and changes that could impact your wealth and the decisions you make.

DEC 4, 2015 3 MIN READ
Why Women Need to Invest More and Plan Smarter for Retirement Blog Articles

Why Women Need to Invest More and Plan Smarter for Retirement

A generation or two ago, women were not usually the decision makers in family finances, and may not have even been part of the conversation. Today, more women than ever are the breadwinners in our homes, and do initiate the financial talks in our families. Even though we are carrying this financial responsibility, we are […]

Krilogy By: Krilogy
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DEC 2, 2015 3 MIN READ
What Employers Need to Know about Their Company’s Retirement Plan Blog Articles

What Employers Need to Know about Their Company’s Retirement Plan

There once was a time when offering your employees a 401k or other company-sponsored retirement savings plan was a nice perk. Maybe your company offered one, or maybe it didn’t. Today, however, a good 401k plan can serve as a valuable tool for attracting (and retaining) talent, and provides nice benefits for your employees. That […]

Krilogy By: Krilogy
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OCT 5, 2015 3 MIN READ
Is an In-Service Withdrawal Right for You? Blog Articles

Is an In-Service Withdrawal Right for You?

Many working Americans jump-start their savings for retirement by enrolling in their company’s 401(k) plan, and those numbers continue to increase as companies move to an auto-enrollment model. At Krilogy, we encourage our clients to participate in their company-sponsored retirement plans, including 401(k)’s, because these types of plans implement disciplined savings and can be instrumental […]

Krilogy By: Krilogy
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SEP 28, 2015 3 MIN READ
401k Auto-Enrollment: What You Need to Know Blog Articles

401k Auto-Enrollment: What You Need to Know

A growing number of workers in the United States are being auto-enrolled in their company’s 401k plans. The goal of auto-enrollment is to increase the likelihood that the employee will remain in the plan and save for retirement because instead of going through the process of opting in to the program, the employee would have […]

Krilogy By: Krilogy
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AUG 28, 2015 3 MIN READ
Getting Your Finances on Track after a Divorce Blog Articles

Getting Your Finances on Track after a Divorce

The process of divorce brings out a full range of emotions, from shock and anger to fear and uncertainty. The legal proceedings, compromises and settlements to be made can lead to a lack of confidence and vision for the future. Once the decree is finalized, one may not know what to do next, or who […]

Krilogy By: Krilogy
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AUG 12, 2015 3 MIN READ
What’s the Difference between a Financial Planner and a Wealth Manager? Blog Articles

What’s the Difference between a Financial Planner and a Wealth Manager?

In the financial services industry, there are many terms used to describe the professionals who help you with your investments. Over the course of my career, I’ve heard them all used interchangeably and what I’ve realized is that most investors don’t know the differences that exist among the various titles and certifications. The two that […]

Krilogy By: Krilogy
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Latest news

Explore timely insights on the events, trends and changes that could impact your wealth and the decisions you make.

OCT 21, 2026 3 MIN READ
Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor Krilogy News

Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor

Krilogy, a St. Louis-based wealth management firm, has announced that Tom Ponce has joined the firm as Senior Wealth Advisor. Ponce specializes in helping individuals approaching or already in retirement understand how to turn a lifetime of savings into a financial strategy that supports their goals. His planning approach addresses retirement income, tax strategies, Social […]

Krilogy By: Krilogy
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SEP 15, 2026 3 MIN READ
Next Mile Podcast: Brian Fernandez on the Next Stage of Growth for Krilogy For Wealth Advisors

Next Mile Podcast: Brian Fernandez on the Next Stage of Growth for Krilogy

Brian Fernandez, President at Krilogy, joined the Next Mile podcast for a discussion with host Kyle Van Pelt about building the people, processes, and technology behind lasting growth. With more than 20 years of experience in wealth management and working with family office clients, Brian joined Krilogy in 2025 as President and “integrator.” It’s a […]

Krilogy By: Krilogy
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AUG 19, 2026 3 MIN READ
The Centaur Wealth Advisor: Why Neither Human Nor AI Wins Alone For Wealth Advisors

The Centaur Wealth Advisor: Why Neither Human Nor AI Wins Alone

In 2016, a Google DeepMind program named AlphaGo made a move that shouldn’t have worked. Move 37, in game two against world champion Lee Sedol, looked like a mistake to every human expert watching. Commentators assumed the machine had glitched. A hundred moves later, that “mistake” won the game. Ten years later, Demis Hassabis, DeepMind’s […]

Krilogy By: Krilogy
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AUG 12, 2026 3 MIN READ
Advisor Freedom Podcast: Building a Team-First Wealth Firm For Wealth Advisors

Advisor Freedom Podcast: Building a Team-First Wealth Firm

Kent Skornia, CEO of Krilogy, sat down with Conner Young, host of the Advisor Freedom Podcast, to share the story behind founding Krilogy, building a culture of talent, and growing a team-first wealth firm. In January 2009, Kent launched the firm at age 33 with $20 million in assets, an assistant, and a junior planner […]

Krilogy By: Krilogy
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AUG 5, 2026 3 MIN READ
Meghan Abeln, CPA, CFP® Named Partner at Krilogy Krilogy News

Meghan Abeln, CPA, CFP® Named Partner at Krilogy

ST. LOUIS, MO – Krilogy has announced that Meghan Abeln, CPA, CFP®, has been named Partner, recognizing her leadership, commitment to clients and role in supporting the development of exceptional talent. Since joining Krilogy, Abeln has built a thriving wealth management practice while helping strengthen the collaborative culture that has fueled the firm’s continued growth. […]

Krilogy By: Krilogy
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JUN 16, 2026 3 MIN READ
Jordan Phillips Joins Krilogy® as Director of Mergers & Acquisitions Krilogy News

Jordan Phillips Joins Krilogy® as Director of Mergers & Acquisitions

ST. LOUIS, MO – Krilogy® has announced that mergers and acquisitions veteran Jordan Phillips has joined the firm in the newly created position of Director of M&A. Phillips most recently served as Director of Development for Farther, where he helped support the firm’s rapid expansion. He brings extensive experience driving intentional, sustainable growth, and will […]

Krilogy By: Krilogy
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JUN 11, 2026 3 MIN READ
(K)Plans Welcomes Retirement Plan Advisor Devon Flushing to Its Growing Team Krilogy News

(K)Plans Welcomes Retirement Plan Advisor Devon Flushing to Its Growing Team

ST. LOUIS, MO – (K)Plans, a financial services firm specializing exclusively in employer-sponsored retirement plans, has announced the addition of Devon Flushing as Retirement Plan Advisor. Flushing brings extensive experience helping business owners evaluate, improve and maximize the value of their retirement plans while navigating the complexities of plan design and fiduciary responsibilities. “Many retirement […]

Krilogy By: Krilogy
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