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 Starting in 1993, Brian worked at A.G. Edwards, which later became Wells Fargo Advisors.

Wealth Management

Dear Mr. Market

DECEMBER 31, 2024

Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later.

Budgeting

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 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

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

JULY 10, 2025

in summer 2024. 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

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

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

AUGUST 12, 2025

during 2024. A recent study by Northwestern Mutual found that most Americans trust advisors over AI on a range of financial planning strategies. For instance, 56% of Americans surveyed said they trust humans more to create a retirement plan, versus 13% who said they would trust AI more.

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

Wealth Management

JUNE 10, 2025

Bluespring made a similar move in March 2024 to merge two firms into a $1.4 Related: Former Mariner Director To Lead Cetera RIA Channel “We are excited about our future with LifeBridge and the expanded opportunities it will open up for our clients,” Hudson said in a statement.

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.”

Investing

MainStreet Financial Planning

NOVEMBER 8, 2024

Maximize Your Retirement Contributions: Enhancing your retirement savings not only secures your future but also offers immediate tax benefits. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. .

Taxes

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. Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. GET STARTED 1.

Tax 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 12, 2025

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. 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.

Estate Planning

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." morningstar.com) Dan Haylett talks with Christine Benz, author of "How to Retire: 20 Lessons For a Happy, Successful, And Wealthy Retirement." humbledollar.com) Have you signed up for daily e-mail newsletter?

Retirement

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 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

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

WiserAdvisor

JUNE 16, 2025

For wealthy families and individuals, a lawsuit can emerge from business dealings, real estate disputes, domestic situations like divorce or separation, or even household employee issues. A 2024 Deloitte report found that 43% of family offices had experienced a cyberattack in the past two years. Why are the wealthy such prime targets?

Wealth Management

Yardley Wealth Management

AUGUST 27, 2024

You can make tax-free transfers from your Individual Retirement Account (IRA) to support a charity while also benefiting yourself. What ’ s New for 2024? If your primary goal is generating income in retirement, maybe these vehicles aren’t for you. If this resonates with you, there ’ s an effective way to achieve both goals.

Taxes

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

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. So I made a plan to get out of there. I realized I had enough to retire if I wanted to.

Investing

Yardley Wealth Management

JUNE 25, 2025

The post How Do You Turn Retirement Savings into a Reliable Income Strategy? How Do You Turn Retirement Savings into a Reliable Income Strategy? You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way.

Retirement

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. 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

Discipline Funds

DECEMBER 29, 2024

Calculate your 2024 after tax income and expected after tax 2025 income. Compare this to your 2024 expenses and expected 2025 expenses. Are you saving or contributing 10-20% of your income to a dedicated savings plan? 2024 was a great year for risk assets. Retirement Planning Review your retirement goals and objectives.

Financial 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% Is a Roth Conversion Worth It for All Clients?

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

Nerd's Eye View

MAY 14, 2025

Owners of IRAs and qualified retirement accounts might name a trust as the account's beneficiary for a number of reasons. Whatever the reason, naming a trust as the beneficiary of a retirement account subjects the account to a complex series of rules regarding how the account must be distributed after the owner's death.

Distribution

Wealth Management

AUGUST 7, 2025

In 2024, firms reported only 4.1% Yet, independent advisory firms reported record profitability in 2024. million in 2024. in assets in 2024, the study found. But as the old proverb goes, “the seeds of destruction are sown in good times." Revenue per client reached a record average of $11,942 for the firms surveyed.

Recruitment

Wealth Management

AUGUST 7, 2025

But McDonald allegedly told his former romantic partner that he planned to “vanish.” in June 2024, where law enforcement found, among other things, a fraudulent ID with McDonald’s photograph and the name “Brian Thomas.” In 2023, a Los Angeles grand jury indicted him on wire and investment advisor fraud.

Estate Planning

Wealth Management

AUGUST 7, 2025

He departed in early 2024 , after 30 years with the company, starting as vice president of finance in 1994. Nagengast was previously the long-time president and CEO of Securities America, one of the IBDs consolidated into Osaic as part of that firm’s “Journey to One” initiative.

Consulting

Wealth Management

JULY 18, 2025

Administration for Community Living: 2023 Profile of Older Americans (May 2024), [link] (March 1, 2025). 30, 2024), www.kff.org/medicaid/issue-brief/experiences-of-direct-care-workers-and-family-caregivers-of-home-and-community-based-services-hcbs/. Endnotes 1. Caregiving in the U.S. See Voices, ibid.

Estate Planning

Wealth Management

JULY 18, 2025

While much of the coverage relating to proposed cuts to federal entitlement funding or amendments to the administration of public benefits remains left to be decided, a series of recent court decisions can assist attorneys in planning for the future. Whats the Status of Jeffrey Epsteins Estate?

Estate Planning

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients