Wealth Management

AUGUST 5, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all SS&C Support Platforms SS&C Unifies Wealth Management Platforms Under Black Diamond SS&C Unifies Wealth Management Platforms Under Black (..)

Investing

Wealth Management

JUNE 10, 2025

It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. 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? Number 8860726. And the best part?

Wealth Management

Wealth Management

JUNE 27, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

Wealth Management

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Planning

MainStreet Financial Planning

NOVEMBER 8, 2024

For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. While IRA contributions for 2024 can be made until April 15, 2025, contributing before year-end allows you to benefit from tax-deferred growth sooner.

Taxes

Wealth Management

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

Wealth Management

Wealth Management

JULY 31, 2025

He is a National “Top 1200 Advisor” (received in 2024) as ranked by Barron’s Magazine, and is ranked as a Small Business Monthly “Best Wealth Managers in St. Louis” (received in 2024). Number 8860726. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. In fact, one of the reasons for last weeks 1.9%

Marketing

Wealth Management

JULY 30, 2025

Amanda Albright, Maxwell Adler July 30, 2025 2 Min Read (Bloomberg) -- AllianceBernstein LP plans to convert three of its fixed-income mutual funds into exchange-traded funds, underscoring the growing popularity of the lower-cost investment product. Number 8860726. A spokesperson for AllianceBernstein declined to comment.

Estate Planning

Wealth Management

JULY 10, 2025

in summer 2024. Number 8860726. We took a pause in the last year to acknowledge that, since our formation in 2019 , we have tripled in size and integrated more than nine firms. formally launched Wealthspire 2.0 We were looking to balance innovation with our boutique-level service.

Wealth Management

Carson Wealth

APRIL 21, 2025

Additionally, the S&P 500 found support just beneath the 5,000 level, which was also the lows last April 2024. Additionally, the National Association of Active Investment Managers (NAAIM) Exposure Index came in at its lowest level in 17 months, suggesting RIAs are finally tossing in the towel as well.

Marketing

Wealth Management

JULY 1, 2025

Boston-Area RIA by Diana Britton Jul 1, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Wealth Management

Carson Wealth

NOVEMBER 4, 2024

That’s not bad, but that’s clearly a slowdown from what we saw in the first quarter of 2024, when monthly job growth averaged 267,000. Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. range (or even lower) in Q4 2024 and Q1 2025.

Marketing

Harness Wealth

NOVEMBER 12, 2024

The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. For 2024, the FSA contribution limit is $3,200.

Tax Planning

Wealth Management

AUGUST 5, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 5, 2025 2 Min Read hocus-focus/iStock/Getty Images Plus Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired another $1 billion registered investment advisor in a deal for Chesterfield, Mo.-based

Wealth Management

Carson Wealth

MARCH 17, 2025

Emotions start to run high during corrections and many investors become more prone to making costly investment mistakes. Know that volatility is the price we pay to invest and stay the course and stay diversified. But understanding market history is an important aid to making the decisions needed to achieve long-term investing goals.

Marketing

Hubly

AUGUST 7, 2025

Workflow Webinars Quick Video Tips Pricing Login Get Started Operations Transform Your Audit Prep into a Scalable Workflow Why Compliance Readiness Should Be Part of Your Operations Strategy Mike Crupi Audits are a fact of life in the financial services industry. In late 2024, the SEC reported that it brought in a record $8.2

Compliance

Carson Wealth

MARCH 3, 2025

You should never blindly invest in seasonality, but just as February was ripe for potential trouble, be open to a nice Spring bounce. Hopefully because youve been reading this then you know that even the best years have scary headlines and volatility and that volatility is the toll we pay to invest. Panic Is in the Air How do you feel?

Marketing

Carson Wealth

DECEMBER 9, 2024

The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. All indices are unmanaged and may not be invested into directly. But were going to face some uncertainty in 2025, for two reasons.

Marketing

Wealth Management

JUNE 12, 2025

Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024.

Assets

Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. During fiscal years 2022 through 2024, 87.3%

Taxes

Diamond Consultants

JANUARY 21, 2025

And to be fair, the wirehouses absolutely provide a great degree of support and service (think about the various costs they bear on your behalf, such as asset custody, branding, technology, HR, compliance, investment products, etc.). Or they may have access to SMAs/UMAs but not sophisticated alternative investments.

Recruitment

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Here’s the thing: starting January 1, 2024,the rules for payment platforms are changing. rate is comprised of two components: 12.4%

Taxes

Harness Wealth

JANUARY 10, 2025

A brief guide to GVWR limits: Vehicles 6,00014,000 lbs GVWR: Deduction limit of $30,500 in 2024, with bonus depreciation options available. For instance, children can earn a gross income up to $14,000 (2024) tax-free under the standard deduction, shifting income to a lower tax bracket. Do You Need an LLC to Claim Tax Write-Offs?

Taxes

Harness Wealth

JANUARY 9, 2025

Strategy Contribution Limit (2024) Advantages Disadvantages Backdoor Roth IRA $7,000 ($8,000 if 50+) Circumvents income limits for Roth IRA, providing increased tax-free growth Low annual limit and pro-rata rule complications. The approach comes with more limited investment options.

Taxes

Wealth Management

JUNE 27, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

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

Harness Wealth

APRIL 17, 2025

The standard deduction offers a straightforward approach for 2024, with specific amounts based on filing status: $14,600 for single filers, $29,200 for married couples filing jointly, and $21,900 for head of household. These resources can help ensure that you take advantage of all available tax benefits while maintaining compliance.

Taxes

Carson Wealth

DECEMBER 2, 2024

Five Things to Know About December The final month of 2024 is here, and this week we wanted to show why the chance of another strong month to end this record-breaking year is likely. 2024 of course isn’t over yet, but it is pretty incredible that as strong as last year was, this year is up more right now.

Marketing

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 a big reason why we didn’t call for a recession anytime between 2022 and 2024. All indices are unmanaged and may not be invested into directly.

Economics

Hubly

JULY 15, 2025

The Bigger Picture While NIGO errors may not trigger fines, they’re often tied to broader compliance issues, particularly in recordkeeping. For instance, in 2024, the SEC fined 26 firms a combined $392.75 Non-Compliance With Regulations Account opening must meet strict regulatory standards.

Compliance

Wealth Management

JULY 2, 2025

A preliminary 2024 Order in the case addressing evidentiary issues denied a motion to dismiss and indicated that the mere existence of the swap power, without exercise, could trigger the insider trader rules. Number 8860726. In this case, the GRAT included a swap power, but the grantor didn’t exercise it.

Distribution

Carson Wealth

JANUARY 6, 2025

Well kick off the year by looking back at a few of our favorite charts for 2024. Favorite Charts From 2024 Last Tuesday, December 31, was the final trading day of the year. The Carson Investment Research Team put their heads together and chose some of the charts we thought best tell the story of 2024.

Marketing

Carson Wealth

NOVEMBER 11, 2024

Don’t Mix Politics and Investing We are aware that this decision likely is about as polarizing as could be for many of you. Data Source: Carson Investment Research, FactSet 11/01/24 So What Really Matters? All indices are unmanaged and may not be invested into directly. This is up from just over 82 million four years ago.

Marketing

SEI

JULY 18, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Investing

Carson Wealth

AUGUST 4, 2025

No, we don’t suggest ever investing purely based on seasonality, but it is important to have a plan and we’d say planning for some August turbulence is the way to go. For perspective, the prior 3-month average (February–April) was 127,000, which was already a slowdown from the 2024 average of 168,000. in 2023–2024 and 2.5%

Marketing

Trade Brains

JULY 4, 2025

For instance, on January 17, 2024, Jane Street reportedly bought Bank Nifty futures worth Rs 4,370 crore, sold options worth Rs 32,115 crore, and later sold futures worth Rs 5,372 crore. On another occasion, on July 10, 2024, the firm engaged in similar activities, creating large short positions in both Bank Nifty futures and options.

Banking