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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

Top-tier RIAs are also using technology to scale more personalized client experiences, communicating to clients that their personal plans remain resilient, despite the daily ups and downs in the markets. In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women.

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How to Communicate With Your Clients About Market Volatility (Free Template)

Indigo Marketing Agency

But as a financial advisor, how should you communicate with your clients about market volatility? First, your campaign about volatility is likely to get twice as many views and shares as your other campaigns, as we can see in this example from back in 2016. But what’s the best way to communicate about the recent market events?

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How to a Memorable Client Event (With 10 Examples to Inspire Your Own)

FMG

Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community. Educational events also do a great job of promoting yourself as a center of influence in your community. Plus, it’s another great way to network.

Clients 108
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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

In 2016, it’s widely expected that the 2017 tax laws will revert. Business owners may be able to accelerate tax-deferred savings even more through different retirement plan structures. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 105
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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

For example, the filing dates for reporting foreign gifts and foreign accounts will move from March 15 and June 30, respectively, to April 15 for tax years 2016 and beyond (to be clear, these deadlines won’t change this year, the changes take effect in 2017 for 2016 returns). Shift income into the more advantageous tax year.