Wealth Management

JULY 1, 2025

In 2022, Parthenon hired Miles as its chief executive when it bought RSM’s wealth management business and renamed it Choreo. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Boston-Area RIA Mercer Acquires $1.1B

Wealth Management

WiserAdvisor

JUNE 13, 2025

Take the year 2022, for example. Finally, working with a trusted financial advisor can make a big difference. An advisor can help you stay focused during market swings and avoid making emotional decisions that could hurt your long-term progress. While the S&P 500 fell by 19.4%, technology stocks were hit much harder.

Estate Planning

Harness Wealth

FEBRUARY 5, 2025

The Internal Revenue Service (IRS) adjusts FEIE exclusion amounts annually based on inflation, with the exclusion amounts for the past 5 years being as follows: Tax Year FEIE Amount 2025 $130,000 2024 $126,500 2023 $120,000 2022 $112,000 That said, the FEIE only applies to foreign earned income, with foreign passive income ineligible for exclusion.

Taxes

Zoe Financial

APRIL 7, 2025

I ntra-year drop: Markets are down ~1819% this year high, but still within historical norms: 2022: 25% 2020 (COVID): 34% 2008 (financial crisis): 49% Volatility spike: VIX rose above 45 one of the highest on record. For investors, this may be a time to revisit your financial plan, not to panic. Stay tuned for next week.

Marketing

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner

Zoe Financial

JUNE 16, 2025

Both are down significantly from 2022 peaks: CPI at 9%, PPI over 18%. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Find your financial advisor matches. Find An Advisor

Marketing

Wealth Management

JULY 28, 2025

Another plaintiff’s attorney, Carl Engstrom of Engstrom Lee, noted that total 401(k) plan costs have declined 30% from 2009, when 5500 forms became publicly available, until 2022, with the steepest declines among mega plans, which are the most frequent litigation targets. Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

Estate Planning

Wealth Management

JULY 25, 2025

Related: Court Strikes Down Morgan Stanley Appeal in Deferred Compensation Class Action Lawsuit In 2022, LPL acquired the private client group of Conshohocken, Pa.-based based investment bank Boenning & Scattergood, which included about 40 advisors and $5 billion in brokerage and advisory assets. That firm also joined Linsco.

Recruitment

Wealth Management

JULY 2, 2025

Smith, 2022 U.S. April 26, 2022)) has held that exercising the swap power could be considered a purchase under the insider trading rules. Prior case law in the Southern District of New York (Morales v. Quintiles Transnational Corp. 2d 369 (S.D. 1998) and Donoghue v. LIEXIS 76071 (S.D. See more from Alison E.

Distribution

Carson Wealth

MAY 7, 2025

The Growing Role of Philanthropy in Wealth Planning People today are more interested than ever in finding ways to align their long-term financial goals and their personal values. You may want to talk to your lawyer and financial advisor before and during the setup process.

Compliance

Harness Wealth

APRIL 15, 2025

Data from the Federal Reserves 2022 Survey of Consumer Finances (SCF) (released in late 2023) offers the most recent comprehensive snapshot of American household wealth. Find Your Wealth Advisor at Harness How Net Worth Is Changing in America From 2016 to 2022, the median U.S. Whats on the Average American Balance Sheet?

Wealth Advisor

Wealth Management

JULY 15, 2025

According to JPMorgan, Calcote told the client that the advisor reassigned to his account “hasn’t had a book in 15 years and is basically like working with someone who is brand new” (though this advisor was allegedly Calcote’s direct supervisor from 2016 through 2022).

Clients

The Big Picture

JANUARY 21, 2025

And suddenly every broker, every financial advisor where they were operating through Merrill Lynch or Schwab could sell those funds and indexing was available to, all prior to that, there were a lot of brokers who would never have sold an index fund because they didn’t have access to Vanguard’s platform.

Investments

Steve Sanduski

JANUARY 1, 2025

” While 2024 was a year of big accomplishments and my second-best financial year ever (2022 was the best), I feel like I was more task-oriented and focused on getting work done as opposed to embodying a holistic, flow-based way of getting results. Id give myself a B when it comes to “embody.”

Planning

Financial Symmetry

JUNE 4, 2025

Updated RMD Tables: If you began RMDs before 2022, ensure you’re using the revised life expectancy tables. Consulting a fiduciary financial advisor can help tailor a strategy to your goals and avoid costly missteps. You can find out which applies to you by reading this blog post.

Distribution

WiserAdvisor

JULY 7, 2025

So, if you converted funds in 2022 and then again in 2023, the 2022 money becomes penalty-free in 2027, while the 2023 amount has to wait until 2028. But since these things can be pretty confusing, talking to a financial advisor can be helpful to get some clarity. Alternatives to a Roth IRA early withdrawal 1.

Planning

Trade Brains

JULY 11, 2025

Later, inflation fears triggered a 2022 slump. Always consult financial advisors. Prices hit Rs. lakh as institutions joined. Then, 2021’s frenzy pushed Bitcoin past Rs. Tesla’s $1.5 billion purchase fuelled the fire. Prices tumbled to Rs. Nevertheless, recovery followed. Spot Bitcoin ETF approvals ignited 2024’s rally.

Investments

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics

Random Roger's Retirement Planning

JUNE 20, 2025

ETF.com may have done exactly that by asking Are Financial Advisors Lazy To Recommend Active ETFs ? I don't believe that too many investors would want to load up on parts of the bond market that are capable of dropping 15-20% like AGG and longer dated treasury funds did in 2022.

Taxes

Wealth Management

JULY 18, 2025

The Los Angeles-based firm has ramped up investments in sports, including taking stakes in the Miami Dolphins National Football League team, Inter Miami CF and Chelsea football club, and closed its first fund dedicated to the strategy in 2022 with $3.7

Media

Carson Wealth

DECEMBER 5, 2024

High net worth households gave nearly $35,000, on average, in 2022. In 2022, Americans contributed $85.53 billion to donor-advised funds Financial donations from individuals directly to charity account for the largest source of charitable giving. Here are some examples of the impact: 1 In 2023, Americans donated $557.16

Taxes

SEI

JUNE 25, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. Newsroom The latest news and announcements. Additionally, the FOMC estimated that U.S. gross domestic product (GDP) will increase 1.4% European Central Bank (ECB).

Banking

Wealth Management

JUNE 27, 2025

The firm had been an owner-operated business until late 2022, when Ryan Hanks, founder and CEO of Madison Capital Group, a real estate investment firm, took a majority stake in Orange Street Holdings, the entity that owns Realta. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing.

Estate Planning

Wealth Management

JULY 17, 2025

Smith , 2022 U.S. April 26, 2022)) has held that exercising the swap power could be considered a purchase under the insider trading rules. Prior case law in the Southern District of New York ( Morales v. Quintiles Transnational Corp. , 2d 369 (S.D.N.Y 1998) and Donoghue v. LEXIS 76071 (S.D.N.Y. See more from Alison E.

Taxes

Zoe Financial

JANUARY 20, 2025

year-over-year, the lowest since 2022. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.

Marketing

Wealth Management

JUNE 24, 2025

The buffer funds have weathered the initial COVID-19 market disruptions in 2020 and the wave of supply chain disruption and inflation that hammered 60/40 portfolios in 2022. They did what they were supposed to do,” Innovator’s Day said. Sometimes we are asked if these have been tested.

Marketing

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. Between 1985 and 2024, there were 8.5

Numbers

Wealth Management

JULY 18, 2025

State Strategies to Support Family and Professional Caregivers” (2022), NASHP, [link]. The Future of Aging Policy: A Snapshot of State Priorities” (2022), NASHP, [link]. Interpreting the true significance of this surge can be intricate, given the variation in waitlist criteria across different states. Caregiving in the U.S.

Estate Planning

Nerd's Eye View

DECEMBER 23, 2024

Accordingly, just as we did last year, and in 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, and 2014, we've compiled for you this Highlights List of our top 24 articles in 2024 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

Wealth Management

JANUARY 31, 2023

Vestwell conducted the fourth-annual “Retirement Trends Report” in fall 2022 and received responses from almost 1,300 savers, 500 financial advisors and 250 small businesses.

Financial Advisor

Wealth Management

NOVEMBER 23, 2022

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

Financial Advisor

Wealth Management

MARCH 2, 2023

The 2022 Advisor Transition Report features the latest full year data on financial advisor movement, transition deals and transition case studies.

Financial Advisor

Nerd's Eye View

JUNE 12, 2023

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

Financial Advisor

Nerd's Eye View

JUNE 10, 2024

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

Financial Advisor

Nerd's Eye View

OCTOBER 17, 2022

In addition, we've also updated our popular "Master Conference List" of all financial advisor conferences in 2023, for both advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

Financial Advisor

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor

Nerd's Eye View

AUGUST 29, 2022

For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. I hope you'll participate in this year's survey. It's only 12 questions, should take no more than a few minutes , and will remain open until the end of next week.

Financial Advisor