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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.

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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6

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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm’s global investment committee. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important.

Investing 130
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Talking How Not to Invest with Prof G

The Big Picture

I have known Scott Galloway since way before his first book, The Four , came out in 2017. He had been on MiB prior, and it was my pleasure to intro it at NYU Stern when it first was published.

Investing 144
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Sambhv Steel Tubes Limited IPO: From issue details to financials; Here’s what you need to know

Trade Brains

Overview of Sambhv Steel Tubes Limited Sambhv Steel Tubes Limited was established in 2017 and is a key Indian manufacturer of electric resistance welded (ERW) steel pipes and structural tubes. The shares in the Grey Market traded at Rs. This gives it a premium of Rs. 7 per share over the cap price of Rs. Kaushlya Goyal offers Rs.

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The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton

Yardley Wealth Management

The post The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton appeared first on Yardley Wealth Management, LLC. In fact, since the early 1980s, there has been a greater than 5 percent drawdown in the S&P 500 Index every year but two (1995 and 2017)!