Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 136

Estate Planning Wealth Management Planning Clients 136

Random Roger's Retirement Planning

MAY 18, 2025

Following up on our conversation about private assets soon being available in 401k plans, Jason Zweig weighed in and he is not a fan. This has been an area of interest and a topic of conversation here since the start of the original blog site back in 2004. Twenty years is a decent chunk of someone's life.

Portfolio 52

Portfolio Food Economy Taxes 52

Wealth Management

JULY 17, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Taxes 136

Taxes Estate Planning Distribution Wealth Management 136

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Fiduciary Duty 136

Fiduciary Duty Estate Planning Wealth Management Planning 136

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 205

Estate Planning Planning Wealth Management CFP 205

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Private Equity Is Coming to 401(k) Plans: Will You Be Ready? However, these mergers must be carefully planned, especially when GST-exempt trusts are involved, due to the complexity of the exemption and inclusion ratio rules under Chapter 13 of the Internal Revenue Code.

Estate Planning 201

Estate Planning Wealth Management Taxes Planning 201

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 154

Estate Planning Wealth Management Planning Clients 154

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 217

Estate Planning Planning Wealth Management Clients 217

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 193

Estate Planning Wealth Management Planning Business Planning 193

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 136

Estate Planning Wealth Management Planning Clients 136

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 136

Estate Planning Wealth Management Planning Business Planning 136

Trade Brains

JUNE 25, 2025

Uravi Defence & Technology Limited, Incorporated in 2004, is a leading manufacturer of incandescent and wedge-based automotive lamps. With a market capitalization of Rs. crores on Wednesday, the shares of Uravi Defence and Technology Limited jumped upto 4.1 percent, making a high of Rs.

Manufacturing 64

Manufacturing Investment Advisor Investing Investments 64

Nerd's Eye View

OCTOBER 11, 2023

Rather, when the Compliance Rule originally went into effect in 2004, the adopting release described only 3 elements that should be considered in an annual review: 1) compliance matters in the previous year (e.g., Notably, the exact formatting, length, level of detail, and overall content of annual reviews are not prescribed by the SEC.

Compliance 246

Compliance Financial Planning Planning Investing 246

Nerd's Eye View

JUNE 21, 2023

However, the early 2000s were plagued by a variety of SEC enforcement actions that alleged fiduciary duty violations – primarily involving trading abuses by investment advisory personnel – which led the regulator to create a rule (that became effective in 2004) requiring all SEC-registered investment advisers to adopt and enforce a written (..)

Ethics 244

Ethics Fiduciary Duty Compliance Clients 244

Prosperity Coaching

AUGUST 23, 2022

Since 2004, I have been a Financial Advisor […]. Many industries have moved their promotions online to take advantage of inbound marketing opportunities, yet financial advisors are slow to follow, often due to compliance regulations. Regrettably, advisors under-utilize online strategies, including custom websites, to grow their firms.

Financial Advisor 89

Financial Advisor Compliance Marketing Marketing 89

Trade Brains

NOVEMBER 27, 2023

The article concludes with a highlight of future plans and a summary. Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Particulars Figures Particulars Figures CMP ₹ 78.75

Planning 72

Planning Medical Manufacturing Healthcare 72

Random Roger's Retirement Planning

APRIL 23, 2023

It was short anecdotes from older white collar workers who are planning to never retire. I'm not even sure my thoughts on what's best for me are even evolving, I don't plan to disengage from markets ever. Without any planning, I don't mean financial, retirement is more of an ending and yeah, that sounds difficult to me.

Retirement 75

Retirement Planning Advertising Budgeting 75

Trade Brains

NOVEMBER 1, 2022

Future plans and a summary conclude the article in the end. In another move in 2016, Ambuja bought Holcim’s stake in ACC which the Swiss major had started acquiring in 2004. Future Plans Of Ambuja Cements. Ambuja Cements has also secured limestone reserves to support its long-term growth plans. MTPA at its Ropar unit.

Planning 52

Planning Manufacturing Transportation Accounting 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Back in 2004, there were very few bloggers, it was a new thing. My blog was the Forbes blog of the year for 2004 in less than three full months of blogging which should tell you how thin it was back then. I can see all those old posts in the blogger template but cannot see the site. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investing Assets 81

Trade Brains

OCTOBER 22, 2023

About The Company Incorporated in 2004, Paragon Fine and Speciality Chemicals is a company that specializes in custom synthesis and manufacturing of chemical intermediates for various industries, such as Pharma, AGRO, Cosmetics, Pigment and Dye. Keep reading for more details! India exports its chemical products to more than 175 countries.

Manufacturing 105

Manufacturing Pharmaceutical License Portfolio 105

Prosperity Coaching

AUGUST 8, 2022

As a Financial Advisor Coach since 2004, I’ve created a huge library […]. Acquiring a Financial Advisory Practice – 5 Ways to Promote a New Firm: one of the many ways to grow your financial advisory practice is through the acquisition of a firm where the owner is seeking to retire.

Financial Advisor 52

Financial Advisor Retirement Planning Marketing 52

Prosperity Coaching

JANUARY 20, 2022

I’ve been a Coach for financial advisors since 2004 and I’ve seen many changes in ways to market an advisory firm. Instagram can work for financial advisors! You may have this image in your head of Instagram as a photo-sharing platform that the “kids these days” are into; however, it’s […].

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny makes a point that I've been writing about and have embedded into my process since 2004. As we say all the time, whereas stocks are the thing that goes up the most, most of the time in the modern era I would want more than 25% in equities for anyone needing normal stock market growth for their retirement plan to work.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

SEPTEMBER 9, 2022

I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.

Clients 75

Clients Investing Investments Marketing 75

The Irrelevant Investor

APRIL 6, 2021

Gordon wasn't particularly impressed, saying: The main benefits of digitalization for productivity growth have already occurred during the temporary productivity growth revival of 1996-2004. It's been more than 5 years since this book came out, and Gordon is changing his tune. a year over the next 25 years.

Financial Planning 52

Financial Planning Economics Portfolio Planning 52

Random Roger's Retirement Planning

APRIL 8, 2023

I started this blogger looks at series when I was 40 , then posted at 50 then 55 and decided last year that a lot can happen in year so I wrote one for 56 and plan to do this every year for the time being. One of the partners of the firm where I have been since 2004 was found to have done illegal trading and he was immediately terminated.

Insurance 98

Insurance Compliance Engineering Planning 98

The Irrelevant Investor

JUNE 15, 2019

There are more than 100 million Americans with a defined contribution plan, holding more than $7.5 Vanguard did a study at the DC plans on their platform, which has more than 5 million participants. One of the biggest changes in 401(k) plans over the last fifteen years has been the explosion of target-date funds.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Steve Sanduski

NOVEMBER 24, 2022

In 2004, I set out to climb (conquer) Mount Rainier. I learned the hard way that you don’t “conquer” a mountain. My goal was to get that summit pic of me holding the ice axe over my head while congratulating myself and my teammates for this great achievement.

Food 59

Food Business Planning Management Planning 59

Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! A Systematic Investment Plan (SIP) is an investment route offered by mutual funds, wherein multiple investors invest a fixed amount of money at regular intervals, say monthly or quarterly. What is SIP?

Healthcare 59

Healthcare Retirement Banking Investing 59

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Assets Government 89

Trade Brains

JUNE 7, 2024

The growth in Systematic Investment Plans (SIPs) and the surge in new demat account openings are testament to the growing interest of retail investors in the equity markets. In 2004, Angel one expanded its offering by opening a commodity broking division. The company is headquartered in Mumbai, India.

Retail 59

Retail Wealth Management Education Investing 59

Trade Brains

APRIL 12, 2023

Lemon Tree Hotels was founded in 2002 and started in 2004 by Mr Pattu Keswani with 1 hotel having only 49 rooms. By the end of FY25, the management plans to have an inventory of 11,240 rooms across 122 properties. .) ₹6,000 EPS ₹0.6 Stock P/E 133 RoCE 1.2% RoE -10% Promoter Holding 23.6% Book Value ₹10.7 Debt to Equity 2.49

Banking 97

Banking Retail Communication Assets 97

Random Roger's Retirement Planning

JULY 18, 2022

Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. For purposes of clarity I will use vol to refer to the asset class and volatility to refer to effect and impact. The ways in which I do that have evolved over that time.

Assets 74

Assets Portfolio Clients Financial Planning 74

The Richer Geek

FEBRUARY 23, 2022

Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. The goal, the plan, and then the support. And it may be estate planning, or it may be through the use of different cash management tools.

Estate Planning 52

Estate Planning Planning Taxes Investment Advisor 52

Steve Sanduski

JULY 16, 2024

In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. Certainly investment management, financial planning, some of those things definitely need to fall in the advisor’s lap, at least as you’re building your firm. I’m the best at that.

Clients 59

Clients Financial Advisor Compliance Financial Planning 59

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. Future Outlook Of Lemon Tree Hotels Lemon Tree Hotels plans to complete the renovation of its owned hotels by the end of FY26, to enhance room quality and customer experience. Capex plans are going on in the company to limit exposure to owning hotels.

License 52

License Portfolio Planning Marketing 52

Brown Advisory

APRIL 22, 2020

and the targets that they have embedded in their long-term planning. We also look for confirmation in issuers’ capital expenditure plans—essentially, we are looking for hard evidence that they intend to follow through on stated goals.

Portfolio 52

Portfolio Clients Distribution Investing 52