Wealth Management

JULY 30, 2025

401(k) Real Talk Episode 161: July 30, 2025 401(k) Real Talk Episode 161: July 30, 2025 Open and honest conversation about IRA rollovers, the explosion in 401(k) plan formation, the possibility of private equity in DC plans and more.

Estate Planning

Wealth Management

AUGUST 5, 2025

Summit was founded in 2016 as an RIA after breaking away from AXA Advisors, which is now Equitable, according to regulatory filings. Through the first half of this year, the average asset size per deal was on pace to be the highest in three years, and 40.9% of announced deals involved sellers with at least $1 billion in assets.

Wealth Management

Wealth Management

JUNE 17, 2025

Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion. Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning.

Wealth Management

Wealth Management

JUNE 10, 2025

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. SilverStar was started by Hudson in 1994 and became a Kestra affiliate in 2019, according to BrokerCheck.

Wealth Management

Wealth Management

AUGUST 5, 2025

Creative Planning has its own trust company, as does Mercer Advisors, via its acquisition of Kanaly Trust in 2016. Last year, Wealthspire Advisors, a New York-based RIA owned by global insurance brokerage NFP, launched its own trust company. wealth management business, now known as Corient, launched its own trust company in 2023.

Investing

Wealth Management

JUNE 10, 2025

In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Kerr began her career at Schwab in 1994 on the Advisor Services trading desk. During her tenure at Schwab, Kerr has held roles in client service delivery, operations, advisors in transition, strategy, and technology.

Wealth Management

Wealth Management

AUGUST 11, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. See more from Fred Barstein You May Also Like Your premier resource for trusts, estates, and wealth transfer strategies.

Estate Planning

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. 00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016.

Investing

Wealth Management

JUNE 9, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Book with code: SAVE10WM and save 10%.

Wealth Management

Wealth Management

AUGUST 6, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016.

Estate Planning

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016.

Estate Planning

Wealth Management

JULY 18, 2025

The caregiver support ratio, which compares working-age adults to seniors, has fallen from 31:1 in 2016 to an estimated 12:1 by 2060. Whats the Status of Jeffrey Epsteins Estate? LTSS, including home care, assisted living and nursing homes, are being reshaped by ownership transitions and labor constraints.

Estate Planning

Nerd's Eye View

DECEMBER 26, 2022

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

Financial Advisor

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investing

Darrow Wealth Management

JULY 1, 2024

In 2016, it’s widely expected that the 2017 tax laws will revert. Taxpayers looking for multi-year planning should speak with their tax and financial professionals as soon as possible to avoid running out of time. The Tax Policy Center estimates that over five million taxpayers were subject to the AMT in 2017.

Taxes

Brown Advisory

NOVEMBER 12, 2015

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.

Planning

Brown Advisory

DECEMBER 2, 2015

But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016. expansion will end in 2016. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3% yield of the 10-year Treasury bond.

Clients

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. Heading into 2016, these trends show no sign of fading. China, the world’s No. 2 economy, grew 7.3% this year and 6.3%

Economy

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. GRATs can be powerful tools in a wealth transfer plan, and active management of a GRAT can add additional value. was used for this illustration.

Planning

WiserAdvisor

JUNE 19, 2022

This number becomes concerning because the 2016 Consumer Finance Survey points out that approximately two-thirds of all households with young children have no savings. Keep an eye on your retirement plans: When you are painting the nursery walls and changing diapers, you might tend to put aside your retirement planning goals.

Financial Planning

The Richer Geek

FEBRUARY 23, 2022

And it may be estate planning, or it may be through the use of different cash management tools. And it made such a huge impact for me, that I said, after four years of doing it, I was like, more people need to know this.

Estate Planning

Brown Advisory

SEPTEMBER 3, 2015

But with Congress facing its own fiscal challenges and a national election scheduled for November 2016, betting on a lawmaker rescue does not appear to be an especially promising investment. Such protection can be a cornerstone for sound estate planning.

Transportation

Brown Advisory

SEPTEMBER 3, 2015

in 2016, according to the IMF. Such protection can be a cornerstone for sound estate planning. The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. Quickening Growth.

Economy

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Planning Tool: GRAT.

Planning

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning.

Estate Planning

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.

Estate Planning

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. Mon, 09/12/2016 - 06:00. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.

Estate Planning

Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 16:14. Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estate planning tool aimed at meeting her philanthropic goals. million for 2016. Other articles in this issue: Through the Storm.

Taxes

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 13:56. Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. Dire Call: Helping When It Is Most Needed.

Taxes

The Big Picture

JULY 17, 2023

Elon Musk’s Twitter isn’t fun; Twitter’s swan song (maybe) ( Young Money ) • Tortoise Estate Planning—One Chore of Having a Pet That Lives 100 Years : More people are putting their desert tortoises, and other long-living animals, in their wills. Slate ) see also Does Threads Pose an Existential Threat to Twitter?

Estate Planning

Brown Advisory

NOVEMBER 19, 2016

2016 Year-End Planning Letter. Sat, 11/19/2016 - 15:45. . However, the current policy environment remains relatively steady, at least through the end of 2016. As we noted in our midyear letter, it is helpful to build long-term plans on a foundation of stable, incremental yearly steps. Takeaways.

Planning