Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

The Big Picture

MAY 5, 2025

Come up with your own plan, style, and strategy that you can live with. Work within your strengths, not somebody elses. Figure out what advantages you have. Play to your own strengths. Its simple, but hard. But hard means challenging, difficult, and requires work it does not mean impossible. Being the next Warren Buffett? Be like you.

Investing 294

Investing Investments Portfolio Planning 294

Calculated Risk

FEBRUARY 26, 2025

From housing economist Tom Lawler: Treasury Secretary Wrongly Says Fed Has Been Big Seller of Treasuries In an interview last week, Treasury Secretary Bessent said that any plans by the Treasury to extend the maturity were a long ways off. Here is a quote from Bessent. At the end of 2024, SOMA held $184.8 years, as well as 3.49

Sales 281

Sales Accounting Planning Marketing 281

Nerd's Eye View

JUNE 9, 2025

It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and a fresh round last year in 2024.

Financial Advisor 211

Financial Advisor Financial Planner Financial Advice Clients 211

Wealth Management

JUNE 23, 2025

Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so. financial advisors it conducted in February 2025.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Wealth Management

JULY 3, 2025

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management 154

Wealth Management Recruitment Estate Planning Financial Advisor 154

Nerd's Eye View

NOVEMBER 1, 2024

At the same time, CFP Board has noted that advisors pursue the certification voluntarily and that its standards, which cover the entire financial planning process (unlike SEC and FINRA regulations that largely focus on investment management), help to raise standards for the industry as a whole at a time when advisors increasingly offer comprehensive (..)

Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

MainStreet Financial Planning

OCTOBER 30, 2024

Gen Z median savings $200 Millennials median savings $500 Gen Xers have median savings $868 Baby Boomers median savings $1,000 Average credit score in the US: 715 While credit scores tend to be higher for older individuals, according to Experian , the average score in 2023 is 715 which is considered Good credit. Average net worth: $1.06

Retirement 98

Retirement Financial Planning Planning Accounting 98

Wealth Management

JULY 9, 2025

in 2023, according to a study by Ensemble Practice and BlackRock. July 9, 2025 23 Slides START SLIDESHOW hudiemm/iStock/Getty Images A big industry focus these days is on organic growth; many stress that if advisors can crack the code and grow their client base, they can gain a competitive edge. New client AUM grew on average 7.5%

Wealth Management 170

Wealth Management Estate Planning Business Planning Taxes 170

Wealth Management

JULY 17, 2025

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies. Related: Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B

Wealth Management 191

Wealth Management Clients Management Estate Planning 191

Trade Brains

JULY 9, 2025

That means if your retirement plan underestimates medical costs, you risk serious shortfalls. over that period. If you planned to live on ₹1 lakh per month today, you might need ₹1.5 – ₹1.7 More recently, the annual inflation rate in India was recorded at 6.95% in 2023. on June 6, 2025 , and cut CRR by 100 bps.

Retirement Planning 59

Retirement Planning Retirement Planning Medical 59

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 235

Wealth Management Financial Advisor Recruitment Management 235

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

The Big Picture

APRIL 17, 2025

In 2023, he tweeted a list of overlooked facts. This was just before an 81% collapse that bottomed in December 2023. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. This is classic performance-chasing behavior.

Investing 264

Investing Investments Accounting Startup 264

Wealth Management

JULY 22, 2025

As of the end of 2023, there were some 12,000 advisors affiliated with RIA consolidators, up from 4,000 in 2018, according to a recent report from Cerulli Associates. That includes Creative Planning, Mariner, Savant Wealth, Cerity Partners, Hightower, Steward Partners and Corient, to name a few. Related: EP Wealth Acquires $1.2B

Estate Planning 154

Estate Planning Wealth Management Compliance Planning 154

Trade Brains

JUNE 24, 2025

A funding round just last year, 2023, valued it at $12 billion. PhonePe’s planned $1.5B The post Paytm competitor Plans ₹12,900 Cr IPO: Will it affect the company? Founded back in 2015, the company rapidly scaled its operations. Now this IPO target represents a significant $3 billion jump.

Planning 52

Planning Valuation Financial Services Compliance 52

WiserAdvisor

JULY 2, 2025

In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. Financial advisors specializing in healthcare planning provide clarity and structure in this process. increase from the previous year.

Healthcare 59

Healthcare Financial Advisor Management Medical 59

Carson Wealth

MARCH 17, 2025

The best defense against corrections is to understand that they are a normal even in good markets and have a plan ready for when emotions take over, because when youre in a correction it almost always feels like this one is the exception that justifies abandoning your plan. Same thing for 2023.

Marketing 84

Marketing Marketing Economy Portfolio 84

Your Richest Life

NOVEMBER 12, 2024

In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. Prioritize your spending The best way to avoid overspending during the holidays is to start with a plan. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc. It’s not just about gifts, either.

Budgeting 52

Budgeting Fee Only Planning CFP 52

WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. Wealth management isn’t only for the ultra-rich.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Calculated Risk

MARCH 11, 2025

a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025). These strategies would further implement the policy laid out in the Committees Principles and Plans for Reducing the Size of the Federal Reserves Balance Sheet.

Assets 165

Assets Portfolio Accounting Marketing 165

Tobias Financial

NOVEMBER 4, 2024

We would caution investors against making changes to a long-term plan in a bid to profit or avoid losses from changes in the political winds.  The graphic below shows the frequency of monthly returns (expressed in 1% increments) for a broad-market index of US stocks from January 1926–December 2023.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Fortune Financial

APRIL 1, 2025

For example, in 2023, we discussed how an older car fleet would provide a long tailwind for auto parts retailers. So we’re now coming up in that zone and even talking to some of our customers, they’re planning 2, 3 years out for this wave, talking to us about how do we prepare for that.”

Financial Advisor 85

Financial Advisor Retail Clients Planning 85

Cordant Wealth Partners

NOVEMBER 18, 2024

If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. For those already charitably inclined, a DAF can be a powerful tool in your annual tax planning strategy. This article covers what a donor-advised fund is and why you should consider one.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Diamond Consultants

JANUARY 21, 2025

But this question is a fair one, especially in light of the recent compensation plan announcement from UBS: Are the big firms delivering value commensurate with what they are charging? They may have the financial planning tools they need to service their mass affluent clients but not their HNW clients.

Recruitment 52

Recruitment Compensation Planning Clients Consulting 52

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 52

Taxes Compliance Accounting Government 52

International College of Financial Planning

JUNE 17, 2025

Between FY 2021–22 and FY 2023–24, LRS-based outward investments in equities and bonds doubled—indicating rising investor interest in international diversification. Remittance strategies should be phased to manage currency risk, especially for education and retirement planning.

Compliance 40

Compliance Education Economics Investing 40

FMG

MAY 30, 2025

Case Study Spotlight: From Zero to Hero in 12 Months Texting Adoption: 100-Advisor Firm’s 5-Year Plan Becomes 1-Year Success Story When this wealth management firm first evaluated texting platforms, they mapped out a conservative 5-year integration timeline. You control the frequency and timing.

Communication 52

Communication Financial Advisor Clients Compliance 52

Calculated Risk

NOVEMBER 10, 2024

Over the month, commercial planning fell 6.7% and institutional planning declined 2.0%. “In Regardless, owners and developers remain confident in next year’s market conditions and the planning queue remains poised to spur stronger construction activity in 2025, following deeper rate cuts by the Fed.” in October to 197.2

Healthcare 147

Healthcare Planning Education Numbers 147

Trade Brains

JUNE 20, 2025

And if you are one of them who is planning to venture into the debt market, or just simply diversify your portfolio into low-risk assets? But again if there are any grandfathered investments made before April 1 st , 2023 you will still be able to benefit from this regulation’s act.

Investing 52

Investing Investments Management Portfolio 52

WiserAdvisor

JULY 7, 2025

There are several types of IRAs, such as Traditional, Roth, Simplified Employee Pension (SEP), and Savings Incentive Match Plan for Employees (SIMPLE). But if you are planning to take money out from a Roth IRA before you turn 59½, there would still be some cuts. First off, let’s clear up some confusion. There are also no RMDs.

Planning 40

Planning Retirement Taxes Distribution 40

Carson Wealth

JANUARY 22, 2025

While the S&P 500 has had three losing years during the past decade, the average return from 2013 to 2023 was a positive 12.39%. To be custom matched with a financial advisor you can trust to support your goals with customized planning and put your interests above theirs, take advantage of our advisor matching program today. [1]

Investing 52

Investing Investments Marketing Marketing 52

Carson Wealth

NOVEMBER 14, 2024

Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term care, including who will need it, the associated costs, and how you can plan more effectively. What Is Long-Term Care?

Planning 95

Planning Medical Insurance Financial Advisor 95

Talon Wealth

NOVEMBER 12, 2024

Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable. This is why having a smart, well-rounded retirement plan that includes income planning and tax planning is so important! appeared first on Talon Wealth.

Taxes 52

Taxes Planning Retirement Planning Tax Planning 52

Discipline Funds

MAY 17, 2025

Fitch downgraded US government debt in August of 2023 and rates are largely unchanged since then. The contract structure, which was constructed by a very centrally planned economy, destroys incentive structures in a game where the players are accountable to no one but themselves.

Government 90

Government Taxes Economics Economy 90

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 166

Estate Planning Wealth Management Compliance Recruitment 166

Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. This was in sharp contrast to all the recession calls you saw in 2022 and 2023, including signals from other popular leading economic indicators. Any bets on when it breaks 100k?

Economics 69

Economics Marketing Marketing Economy 69