Wealth Management

AUGUST 5, 2025

Growing Reliance on Models A Cerulli study found 13% of advisor assets were managed via model portfolios at the end of 2023, with 34% of “outsourcer” advisors planning to shift even more capital into models over the next year.Over 80% of fee-based advisors now use models for at least some client assets, up from $6.44 trillion to $7.96

Financial Advice

Wealth Management

AUGUST 4, 2025

There are 557 PEPs as of 6/30/25, not all active, and 176 PPPs, which seems like a lot, yet there are 806,000 single DC plans, thousands of compliance-only TPAs, almost 12,000 RPAs and another 60,000 advisors with significant DC assets under management and 40 national record keepers, and another estimated 160 regionals. 2% of DC assets.

Estate Planning

Wealth Management

JUNE 10, 2025

Many advisors experienced record years in 2023 and 2024, but now is the time to ask the difficult question: Am I growing because of my firm, or despite it? Evaluate Your Environment The third part of the gut check is environmental: Consider whether your firm provides enough value to justify your continued partnership.

Wealth Management

Wealth Management

AUGUST 5, 2025

wealth management business, now known as Corient, launched its own trust company in 2023. Sterling brings the objectivity, scale and cross-border expertise that RIAs need to meet the complex estate planning needs of today’s high-net-worth families, while staying true to the advisor-first ethos that defines our ecosystem.”

Investing

WiserAdvisor

JUNE 13, 2025

Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan.

Estate Planning

Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. million in 2023. Here are two ways to incorporate tax planning into your estate planning process.

Tax Planning

Wealth Management

JUNE 27, 2025

Keefe, who joined CoastalOne in June 2023 and led the firm through the rebranding, recently resurfaced at Independent Financial Group , a privately held independent broker/dealer in San Diego, as president and chief operating officer. Legacy is currently listed as a director and chief compliance officer at TradePMR, public filings show.

Estate Planning

Yardley Wealth Management

JUNE 25, 2025

Estate Strategy Benefits —Roth conversions can offer significant estate planning advantages, including no RMDs for the original account holder and tax-free inheritance for beneficiaries. Fidelity.com, November 20, 2023 [link]. The original Roth IRA owner is not required to take minimum annual withdrawals. Sources: 1.

Retirement

Wealth Management

JUNE 11, 2025

During the term of the trust, the Beneficiary shall have the right to make withdrawals with respect to Contributions made to the trust in accordance with the following: Related: How to Help Women With Blended Family Estate Plans A. Terms of Contributions. Schedule M, in the “All other property” section, listed a specific bequest of $2.3

Taxes

Wealth Management

AUGUST 7, 2025

The number of publicly traded US firms has greatly declined since a peak in the 1990s, while private equity assets more than doubled in the decade ending in 2023. The initiative dovetails with Trump’s effortstochampion the cryptocurrency industry.

Assets

Wealth Management

AUGUST 7, 2025

In 2024, firms reported only 4.1% in assets from new client relationships, net of markets, while losing 2% due to client departures, according to a new study conducted by Ensemble Practice and ActiFi. That compares to net organic growth of 5.7% Yet, independent advisory firms reported record profitability in 2024.

Recruitment

Wealth Management

AUGUST 7, 2025

But McDonald allegedly told his former romantic partner that he planned to “vanish.” In 2023, a Los Angeles grand jury indicted him on wire and investment advisor fraud. McDonald was arrested outside of Seattle, Wash.,

Estate Planning

Wealth Management

JULY 18, 2025

Administration for Community Living: 2023 Profile of Older Americans (May 2024), [link] (March 1, 2025). See Centers for Disease Control and Prevention, “Data and Statistics on Autism Spectrum Disorders” (April 2023), www.cdc.gov/autism/data-research/? Whats the Status of Jeffrey Epsteins Estate? CDC_AAref_Val=[link].

Estate Planning

Wealth Management

AUGUST 6, 2025

Will Hulk Hogan’s Estate Bring the Drama? According to recent reports, Brooke asked Hogan’s financial advisor to be removed as a beneficiary of her father’s estate in 2023, with sources indicating that Brooke’s decision stemmed from distrust of people in Hogan’s inner circle whom she believed were taking advantage of his fame and fortune.

Estate Planning

Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Estate Planning

Wealth Management

JANUARY 9, 2023

What issues and developments are attorneys encountering as we head into 2023?

Estate Planning

Wealth Management

AUGUST 31, 2023

Thursday, September 28, 2023 | 2:00 PM ET

Estate Planning

Wealth Management

JANUARY 8, 2024

Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases. What were the significant tax and non-tax issues of last year?

Tax Planning

Wealth Management

JULY 24, 2023

September 12, 2023 at 2:00 PM ET | September 13, 2023 at 11:00 AM ET | September 13, 2023 at 2:00 PM ET

Estate Planning

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 2023 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

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 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

MARCH 27, 2023

Tuesday, April 18, 2023 | 11:00 AM ET

Estate Planning

Abnormal Returns

FEBRUARY 19, 2024

obliviousinvestor.com) Estate planning Changing an estate plan takes time. wealthmanagement.com) Do your clients have a digital estate plan? billion in donor-recommended grants in 2023. (ofdollarsanddata.com) Social security Spousal claiming strategies for Social Security are nuanced. riaintel.com)

Clients

Wealth Management

JUNE 12, 2025

Economists at Harvard , of all places, generated a big splash in 2023 when it released an exhaustive study that examined whether the extremely rich students being accepted into these institutions had more impressive academic profiles than the teenagers who fly economy.

Wealth Management

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning

eMoney Advisor

MARCH 7, 2023

Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning

Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! and inflation levels not seen in several decades. Read More.

Financial Advisor

Nerd's Eye View

JULY 25, 2022

Which is relevant already in 2022 for any advisors who are registered in one of the 3 states (as their home state, or simply a state in which they have more than the de minimis number of clients) that has already rolled out the IAR CE obligation – Maryland, Mississippi, and Vermont – and will be relevant for far more advisors in the years (..)

Education

Tobias Financial

FEBRUARY 22, 2023

We are excited to announce that our CEO Marianela Collado and Joshua Rosenberg of Kelley Kronenberg will be jointly presenting on Monday, 2/27/2023 at 5:00 PM EST at Kelley Kronenberg, 10360 W. 84, Fort Lauderdale, FL.

Estate Planning

Tobias Financial

JANUARY 25, 2023

She will address innovative ideas regarding today’s most important tax and estate planning issues. She will address innovative ideas regarding today’s most important tax and estate planning issues. The event is created to benefit professional advisors who aim to better serve their clients.

Estate Planning

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. The potential supplemental estate tax liability for a married couple may be in the $5.6

Planning

NAIFA Advisor Today

AUGUST 16, 2023

The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

Taxes

Integrity Financial Planning

NOVEMBER 14, 2023

This means that if you have two children, you can give each of them $17,000 without a tax penalty in 2023. [1] 1] This can be something you do as part of your estate plan. It can sometimes reduce the tax burden for your estate when it comes time to transfer it to your heirs.

Taxes

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential.

Financial Advisor

WiserAdvisor

JANUARY 10, 2023

As another year draws to a close and a new one begins, it is time to start thinking about what New Year’s resolutions you want to set for 2023. This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023.

Estate Planning