Wealth Management

JULY 31, 2025

SMArtX first introduced these private market funds to select clients in 2024. In 2024, the company also added at least 54 new strategies to its UMA , including various equity exposures and direct indexing themes. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

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). Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Starting in 1993, Brian worked at A.G.

Wealth Management

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. Concept of digital social marketing. A spokesperson for AllianceBernstein declined to comment.

Estate Planning

Wealth Management

JULY 2, 2025

Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. April 26, 2022)) has held that exercising the swap power could be considered a purchase under the insider trading rules.

Distribution

Wealth Management

JULY 10, 2025

in summer 2024. Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management

Wealth Management

JULY 1, 2025

Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. Related: Mercer Acquires $1.1B Boston-Area RIA This follows news earlier this year that Choreo brought on Roger Ochs , the former president and CEO of H.D. Vest Financial Services, as president.

Wealth Management

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

MainStreet Financial Planning

JANUARY 23, 2025

For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. If you notice any errors, you can easily request a correction online.

Estate Planning

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Ready to Tackle 2024? Not for you.

Budgeting

Wealth Management

AUGUST 5, 2025

The platform prioritizes firms that offer planning and investment advice to high-net-worth families, individuals and institutions. Their advanced planning, investment, estate and tax strategy teams stood out immediately,” he said. “We Concept of digital social marketing.

Wealth Management

Wealth Management

JUNE 10, 2025

Bluespring made a similar move in March 2024 to merge two firms into a $1.4 RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.

Wealth Management

Wealth Management

AUGUST 5, 2025

Creative Planning has its own trust company, as does Mercer Advisors, via its acquisition of Kanaly Trust in 2016. In December of that year, it took a minority stake in Fin.Link, formerly Succession Link, a matchmaking service for RIAs looking to buy or sell that Merchant helped to rebrand in 2024. Concept of digital social marketing.

Investing

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. For those over 50, the limit is $8,000.

Tax Planning

Wealth Management

AUGUST 12, 2025

Twenty years ago, there wasn’t really even financial planning software. during 2024. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.

Taxes

Wealth Management

JUNE 27, 2025

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. In January 2024, Realta rebranded from CoastalOne , a name that dates back to 1989, when the firm was established on Cape Cod, Del.

Estate Planning

Wealth Management

AUGUST 12, 2025

Abacus launched its wealth division in 2023 with Dynasty support and a plan to seed that offering by acquiring and rolling up RIAs under the ABL Wealth brand. In 2024, it announced a minority capital raise from BlackRock, JP Morgan Asset Management and Schwab. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors.

Estate Planning

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. A spending plan isnt about restrictionits about intentionality.

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. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets

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. Of the underperformers, 39% actually lost money.

Management

Abnormal Returns

DECEMBER 4, 2024

nextavenue.org) The best books and podcasts on aging in 2024 including "Learning to Love Midlife: 12 Reasons Why Life Gets Better with Age" by Chip Conley. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. wsj.com) Stuff starts breaking when cities/regions become overwhelmingly older.

Retirement

Darrow Wealth Management

NOVEMBER 4, 2024

If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also. Last reviewed October 2024] The post How to Find a Fiduciary Financial Advisor appeared first on Darrow Wealth Management.

Financial Advisor

WiserAdvisor

JUNE 16, 2025

Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. A 2024 Deloitte report found that 43% of family offices had experienced a cyberattack in the past two years. There are a lot of ways to do this.

Wealth Management

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). This restriction is important to note when planning your estate and financial future.

Taxes

WiserAdvisor

JULY 4, 2025

The numbers you saw on your 2024 return probably will not be the same in 2025. Estate tax credits and gift tax exclusion e. Health flexible spending cafeteria plans So, how can you take advantage of these new 2025 tax brackets and other changes? That is up from $126,500 in 2024. million in 2024.

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. What was your original career plan? So I made a plan to get out of there.

Investing

Yardley Wealth Management

JUNE 25, 2025

Several personal factors should influence the timing of your claim, including your health, marital status, financial needs, and your plans for continued work. 3 RMDs apply to accounts such as traditional IRAs, SEP IRAs, SIMPLE IRAs, and retirement plans like 401(k)s. SmartAsset.com, October 14, 2024 [link] 3.

Retirement

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. This article outlines strategic planning options for navigating the sunset provisions ahead.

Estate Planning

Harness Wealth

JANUARY 28, 2025

What are the changes to 529 plans in 2025? Below are the standard deductions and marginal tax rates for 2024 and 2025. in 2024 and are projected to increase by 3.9% in 2024 and are projected to increase by 3.9% What are the 1099-K reporting requirements for 2025? That said, U.S. salaries rose an average of 3.8%

Taxes

Discipline Funds

DECEMBER 29, 2024

The end of the year is an ideal time to start planning for the year ahead and make sure youre on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Asset and Liability Matching.

Financial Planning

Zajac Group

JULY 15, 2025

Trump Accounts for Children Parents of children born between 2024 and 2028 will soon be able to open “Trump Accounts,” which come with a one-time $1,000 federal contribution. Income-driven student loan repayment plans will be phased out by 2028, and future student loans will have lifetime caps.

Taxes

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