Wealth Management

JULY 1, 2025

In 2022, Parthenon hired Miles as its chief executive when it bought RSM’s wealth management business and renamed it Choreo. He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position. But he will focus on taking the RIA into the next phase of growth.

Wealth Management

Wealth Management

JULY 10, 2025

in summer 2024. Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire’s Channing Olson has been leading the $30 billion RIA’s strategy to revamp its tech stack and processes after a run of M&A.

Wealth Management

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF In addition, NorthRock Partners acquired a Bay Area firm that works with tech employees, and Aon’s NFP brought on a Tennessee-based wealth manager. has acquired a team in Hawaii overseeing $430 million in client assets.

Planning

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 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

Dear Mr. Market

DECEMBER 31, 2024

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. Ready to Tackle 2024? Happy Planning and best to you in 2025!

Budgeting

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

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.

Financial Advisor

Darrow Wealth Management

MARCH 13, 2025

So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Of the underperformers, 39% actually lost money.

Management

WiserAdvisor

JUNE 16, 2025

This is why you need to have high-net-worth investment management techniques up your sleeve that focus on preserving your wealth. Hiring a wealth manager can be helpful in getting personalized guidance suited to your situation. Many wealth managers recommend buying an umbrella coverage of at least $10 million.

Wealth Management

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.

Taxes

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 that was in June of 2024. With no further ado my discussion with Jonathan Clements.

Investing

Yardley Wealth Management

JUNE 25, 2025

appeared first on Yardley Wealth Management, LLC. While there was initial uncertainty about whether annual RMDs were necessary during those 10 years, the IRS waived penalties for missed RMDs in 2021–2024. SmartAsset.com, October 14, 2024 [link] 3. PlanAdviser.com, December 20, 2024 [link] 6.

Retirement

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%

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. April 26, 2022)) has held that exercising the swap power could be considered a purchase under the insider trading rules.

Taxes

Wealth Management

JULY 18, 2025

Related: Artificial Intelligence in Asset and Wealth Management Families increasingly report difficulty finding support. Administration for Community Living: 2023 Profile of Older Americans (May 2024), [link] (March 1, 2025). 10 Over 550 nursing homes have closed since 2015. Endnotes 1.

Estate Planning

Wealth Management

NOVEMBER 19, 2024

Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.

Estate Planning

Wealth Management

OCTOBER 23, 2024

Wednesday, November 20, 2024 | 1:00 PM Eastern Standard Time

Estate Planning

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning

Wealth Management

OCTOBER 2, 2024

Five ways to turn potential tax scares into sweet savings.

Estate Planning

Wealth Management

DECEMBER 27, 2024

There's a lot that can be learned from the estate mishaps of the rich and famous. 2024 was no different.

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

Abnormal Returns

SEPTEMBER 23, 2024

(podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. podcasts.apple.com) Daniel Crosby talks money lessons from Presidents with Megan Gorman who is the founding partner of Chequers Financial Management. podcasts.apple.com) Future Proof A Future Proof 2024 wrap-up.

Wealth Management

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 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!

Estate Planning

Wealth Management

MARCH 15, 2023

What “fair share” taxation means for estate planning.

Estate Planning

Abnormal Returns

JANUARY 22, 2024

(morningstar.com) QCD limits have increased to $105,000 for 2024. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. citywire.com) RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch. investmentnews.com) Americans want to retire gradually.

Wealth Management

The Big Picture

MAY 29, 2024

At The Money: Your Financial Captain with Peter Mallouk (May 29, 2024) Who’s in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health.

Taxes

Abnormal Returns

OCTOBER 23, 2023

advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. investmentnews.com) Advisers Why the myth of a big wealth transfer from Baby Boomers persists.

Compliance

Darrow Wealth Management

OCTOBER 28, 2024

It’s also important to implement other parts of your plan, such as ways to reduce tax from the sale, estate planning, charitable giving, and other goals. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider.

Sales

Darrow Wealth Management

JULY 1, 2024

Lowering the estate and gift tax limits The current exemption was raised dramatically in 2018. In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 appeared first on Darrow Wealth Management.

Taxes

Darrow Wealth Management

FEBRUARY 19, 2024

Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. In February 2024, Microsoft is the largest company by market cap in the world with a 7.3% Further estate planning objectives.

Management

Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning

Darrow Wealth Management

JULY 1, 2024

Lowering the estate and gift tax limits The current exemption was raised dramatically in 2018. In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 appeared first on Darrow Wealth Management.

Taxes

Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning.

Estate Planning

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. non-attorney).

Estate Planning

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. A will and a trust are two different estate planning tools. But some states , like Massachusetts, have their own estate tax and a much smaller exemption amount. Do I need a living trust if I have a will?

Assets