WiserAdvisor

JUNE 13, 2025

It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Take the year 2022, for example. However, financial planning isn’t as simple as managing a budget or picking a few investments.

Estate Planning

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.

Estate Planning

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. He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position.

Wealth Management

Financial Symmetry

MARCH 31, 2025

Source: [link] As you can see, 66% of voters in 2022 fall in that category and would likely have a major influence on electing officials who support measures to fully fund Social Security. Social Security is one of the most politically protected programs in the U.S., especially for voters nearing or in retirement.

Retirement

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

Financial Symmetry

JUNE 24, 2025

There’s also recency bias at play: The market downturns of 2022 and the COVID-19 shock in 2020 linger in memory, making us forget the equally compelling history of market recoveries and long-term growth. As Will points out, studies have shown that people feel losses in their portfolio twice as much as they feel the gain.

Certification

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

Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. There were a couple of instances of outperformance in the period studied including 2022 when it was up 46 basis points and it is slightly ahead this year too.

Portfolio

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

Wealth Management

AUGUST 5, 2025

Creative Planning has its own trust company, as does Mercer Advisors, via its acquisition of Kanaly Trust in 2016. Hightower launched Hightower National Trust Company in 2022 with a national charter, and CI Financial’s U.S. wealth management business, now known as Corient, launched its own trust company in 2023.

Investing

Financial Symmetry

JUNE 18, 2025

Specialized Expertise for Life’s Transitions In addition to holding the Certified Financial Planner ( CFP® ) designation, Allison earned the Certified Financial Transitionist® (CeFT®) credential in 2022—an advanced designation focused on the emotional and psychological complexities of financial change.

Certified Financial Planner

Wealth Management

JULY 31, 2025

The firm, which was founded by Malhotra in 2021 and added its own RIA in early 2022 , positions itself as offering an AI-driven, tech-forward wealth management platform with a backdrop of independence and freedom from archaic systems and paperwork. New York-based Savvy’s advisor headcount is now 68 people overseeing over $2.2

Estate Planning

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

Random Roger's Retirement Planning

JANUARY 23, 2025

There will obviously be future bear markets and the extent to which they cause real damage to a financial plan depends on whether any steps are taken to mitigate the full brunt of a decline that. The 5% weighting to managed futures helped by 167 basis points in 2022. It's very simple.

Portfolio

Investing Caffeine

DECEMBER 2, 2024

per year) because of the -20% hit on stocks during 2022. As you may recall, much of the 2022 decline was caused by the Fed slamming on the economic breaks with its fastest rate-hiking cycle in four decades (raising rates from 0.0%

Marketing

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.

Distribution

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 LPL seeded its W-2 employee model with its 2019 acquisition of Allen & Company , a Florida-based b/d with 30 advisors and $3 billion in managed assets.

Recruitment

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. Additionally, each client receives comprehensive financial planning to ensure they are moving toward their financial goals.

Planning

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

Wealth Management

JULY 15, 2025

Everything fell in 2022 including the perceived safety net of bonds, which experienced their largest drawdowns ever. equities (S&P 500 index) have reigned supreme over international equities (MSCI World ex USA index) by over a cumulative 420% during the past 20-years through June 2025. Not surprising when bond yields were at 1%.

Wealth Management

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.

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.

Taxes

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. It’s very much case-by-case and all anchored back to identifying the strategy that’s going to maximize the success for the client’s financial plan.”

Marketing

Wealth Management

AUGUST 8, 2025

Wealth advisor Kevin Braddock has moved his practice, Heartwood Financial Group, to Kowach’s firm, according to a LinkedIn post. Braddock founded Heartwood in 2022 on the Commonwealth platform. Prior to that, he was with Wells Fargo Advisors Financial Network and started his career with Edward Jones.

Estate Planning

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

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

Financial Planning

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Commission

Nerd's Eye View

AUGUST 1, 2022

Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Planning

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning

Wealth Management

JUNE 22, 2023

Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.

Assets

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Financial Planning

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement

Nerd's Eye View

JULY 25, 2022

2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. This year’s Summit will be held on Thursday, December 8 th – Save the date! can check out our Career Opportunities page for more!

Education

The Big Picture

MAY 5, 2023

From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence. Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc.

Economics

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. ” March 25, 2022. Nandita Das, Ph.D.,

Financial Planning