Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor

Wealth Management

JUNE 27, 2025

Markowitz said Quinn had been in development for almost three years, and was first released to the general public in extensive validation tests and had its first formal coming out during FinovateSpring 2024 in San Francisco. “My Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

Wealth Management

Wealth Management

JUNE 10, 2025

However, the most fulfilled advisors we work with are those who regularly reconnect with their “why.” Related: The Diamond Podcast for Financial Advisors: What It Takes to Become a Multi-Million-Dollar Producer • Have I defined what success looks like, and am I moving toward it?

Wealth Management

Wealth Management

JULY 10, 2025

in summer 2024. CRM: Salesforce Financial Services Cloud (FSC) With nine firms coming together, there were best practices all over the place. We’re planning on making a selection that moves less toward a generic co-pilot and more toward a specialized RIA financial advisor-specific AI overlay.

Wealth Management

Wealth Management

AUGUST 13, 2025

Related: Big Beautiful Bill: What Estate-Planning Steps Make Sense Now? for starting after December 31, 2024. The OBBBA also brings back the 100% deduction for certain business meals for tax years—a familiar COVID-era perk—for tax years beginning after December 31, 2024, and before January 1, 2027.

Taxes

Wealth Management

JULY 30, 2025

Muni ETFs drew in more than $16 billion in 2024 — marking the 11th consecutive year of asset gains for the financial instruments. Meanwhile, the new AB Core Bond ETF will invest in corporate bonds, US government debt and agency securities — maintaining an average minimum portfolio rating of A, according to the filing.

Estate Planning

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. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.

Distribution

Wealth Management

JUNE 10, 2025

According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group. LifeBridge, which is based in Houston, is led by Managing Director Michael Rudelson and lead financial advisors Selena Krampota and Grayson Palmer.

Wealth Management

Wealth Management

JULY 1, 2025

Vest Financial Services, as president. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. Related: Mercer Acquires $1.1B Boston-Area RIA Mercer Acquires $1.1B

Wealth Management

Wealth Management

AUGUST 12, 2025

Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. Advisors Say, Not So Fast Despite the findings in Microsoft’s report, financial advisors believe AI can’t replicate the human connection they have with their clients. Twenty years ago, there wasn’t really even financial planning software.

Wealth Management

Wealth Management

AUGUST 5, 2025

Related: Merchant Invests in Trust Company to Bring Those Services to RIA Network “I began evaluating potential partners in 2021 and narrowed the field in 2024 to the firms we believed could best support us in delivering the first-class experience and operational efficiency our clients expect,” Ott said.

Wealth Management

Wealth Management

JULY 15, 2025

The deal is True North’s second since it received backing from Wealth Partners Capital Group and the HGGC Aspire Holdings platform in January 2024. NorthRock Partners Acquires Bay Area Parkside Advisors NorthRock Partners, a Minneapolis-based RIA with $8.6

Planning

Wealth Management

AUGUST 13, 2025

31, 2024, the average dollar invested in funds and ETFs earned around 7.0% David Bodamer , Editorial Director , WealthManagement.com August 13, 2025 3 Min Read In the latest edition of its annual look at dollar-weighted and time-weighted returns of over 25,000 individual U.S. Overall, Morningstar found that over the decade ended Dec.

Wealth Management

Wealth Management

AUGUST 5, 2025

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.” A native of Los Angeles, she now lives in Rocklin, Calif.

Investments

Wealth Management

AUGUST 13, 2025

The Michigan-based advisor left in 2018 to join Raymond James’ independent division as part of Family Legacy Wealth Partners. O’Neill filed an arbitration in February 2024, requesting an award of about $546,001, 2,324 shares of Morgan Stanley stock and attorneys’ fees.

Compensation Planning

Nerd's Eye View

APRIL 18, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)

Financial Planner

Wealth Management

AUGUST 13, 2025

In my own experience, my parents each have financial advisors. Despite that, not one of their advisors has ever reached out to me, even though, respectfully, I have more investable assets than they do. But they may not be enough on their own to sustain growth, particularly in today’s competitive, digital-first environment.

Engineering

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation.

Estate Planning

Darrow Wealth Management

MARCH 13, 2025

The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. Between 1987 and April 2024, roughly 67% of individual stocks underperformed the Russell 3000.

Management

Harness Wealth

NOVEMBER 12, 2024

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. 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.

Tax Planning

Wealth Management

JUNE 27, 2025

She’s now serving as director of advisory at Independent Financial Group. Related: $12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic Realta also lost Tim Bowman, who was brought on in March 2024 as chief financial officer, earlier this year. He’s now serving in the same role at Yorkville Advisors.

Estate Planning

Wealth Management

AUGUST 12, 2025

In 2024, it announced a minority capital raise from BlackRock, JP Morgan Asset Management and Schwab. 12, 2025) 11 Investment Must Reads for This Week (Aug. Related: Maridea Lands RIA Startup Led By Former Motley Fool Wealth Founder In 2022, Dynasty sold minority stakes in the company to Charles Schwab and private equity firm Abry Partners.

Estate Planning

Wealth Management

JUNE 12, 2025

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. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing.

Assets

Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.

Estate Planning

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Transfer After Death The IRS does impose a federal estate tax—though the exemption limit in 2024 is at a historically high rate of $13.61

Planning

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor

Yardley Wealth Management

AUGUST 27, 2024

What ’ s New for 2024? However, there ’ s something new: Starting in 2024, you can make a one-time transfer of up to $53,000 from your IRA to establish a Charitable Remainder Trust (CRT) or a Charitable Gift Annuity (CGA). However, it ’ s worth discussing both options with a financial advisor to determine which best suits your goals.

Taxes

WiserAdvisor

JULY 4, 2025

The numbers you saw on your 2024 return probably will not be the same in 2025. These include: Military members Taxpayers and their relatives with disabilities Clergy members If you fall under any of these three categories, you can speak to a financial advisor to understand the specific rules that apply to you. Not so much.

Taxes

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. million per individual for 2024.

Estate Planning

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And I, I found it to be an absolutely fascinating conversation.

Investments

Yardley Wealth Management

JUNE 25, 2025

Retirement portfolios are typically divided into three broad categories based on their tax characteristics: Taxed Pre-tax Post-tax Before reviewing the specifics of each category, remember that this blog is intended for informational purposes only and is not a substitute for personalized financial advice. IRS.gov, March 2025 [link] 5.

Retirement

Harness Wealth

JANUARY 28, 2025

Below are the standard deductions and marginal tax rates for 2024 and 2025. in 2024 and are projected to increase by 3.9% Higher 401(k) contribution limits: Starting in 2025, individuals can contribute up to $23,500 to their 401(k) plans, marking an increase from the 2024 limit of $23,000. That said, U.S.

Taxes

Harness Wealth

JULY 31, 2025

In less than two years, estate planning regulations will undergo a seismic shift. The Tax Cuts and Jobs Act of 2017 , which temporarily doubled estate and gift tax exemptions, is hurtling toward its expiration date of December 31, 2025. As of 2024, individuals can shield up to $13.61

Estate Planning

Wealth Management

JULY 11, 2025

Our last article in January 2024 examined central banking digital currencies and how those differ from digital currencies (also known as “cryptocurrency”). In late 2024, the U.S. in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% One of these adoptions is what’s called a “cryptocurrency trust.”

Estate Planning

Wealth Management

JULY 17, 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. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Handler, Alison E.

Taxes

Wealth Management

AUGUST 7, 2025

In 2024, firms reported only 4.1% Yet, independent advisory firms reported record profitability in 2024. Revenue per team member was nearly $460,000, also a record, while revenue per advisor was nearly $1.3 million in 2024. in assets in 2024, the study found. Those productivity gains translated to a record 39.2%

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. in June 2024, where law enforcement found, among other things, a fraudulent ID with McDonald’s photograph and the name “Brian Thomas.”

Estate Planning