Wealth Management

JULY 8, 2025

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.

Wealth Management 206

Wealth Management Estate Planning Compliance Clients 206

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 223

Wealth Management Financial Advisor Recruitment Management 223

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients. In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients.

Clients 105

Clients CFP Communication Financial Planning 105

Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Between 2014 and 2024, Mason transferred client funds into his own accounts and those of the two entities without clients’ authorization, according to the SEC. He pleaded guilty to all of the criminal charges.

Clients 266

Clients Estate Planning Wealth Management Planning 266

Nerd's Eye View

JULY 14, 2025

For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. These touchpoints convey the ongoing value the advisor offers between meetings, particularly when clients are paying fees on a quarterly or even monthly basis.

Clients 113

Clients Communication Financial Planner Numbers 113

Darrow Wealth Management

MARCH 3, 2025

Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7% Returns shown are based on calendar year returns from 1950 to 2024. Growth of $100,000 is based on annual average total returns from 1950 to 2024. on an average annualized basis.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

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 165

Wealth Management Engineering Estate Planning Management 165

Darrow Wealth Management

FEBRUARY 9, 2025

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. Allocation choices also shouldn’t be based on the notion that dipping into principal derails a financial plan. How much money do you need to live off dividends?

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Nerd's Eye View

JANUARY 13, 2025

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

WiserAdvisor

JUNE 17, 2025

As of the end of 2024, the U.S. federal spending on AI more than doubled in 2024, hitting over $4 billion annually. However, it is important to note that this does not mean you no longer need a financial advisor. The role of a financial advisor is just as important as ever. In 2024, the average U.S.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investments 59

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 177

Wealth Management Estate Planning Planning Clients 177

XY Planning Network

DECEMBER 2, 2024

At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL financial planning.

Financial Advisor 109

Financial Advisor Financial Planning Planning Fee Only 109

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 151

Planning Wealth Management Estate Planning Clients 151

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.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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 52

Taxes Compliance Accounting Government 52

Indigo Marketing Agency

JUNE 3, 2025

Your overall branding, marketing, and sales plan should include website buildouts, product launches, social media calendars, email marketing campaigns , copywriting, SEO, and Meta Ads management. The challenge for busy financial advisors is that all of this work becomes their biggest bottleneck. The good news? Freebie Alert!

Financial Planner 52

Financial Planner Certified Financial Planner Marketing Marketing 52

Darrow Wealth Management

FEBRUARY 26, 2025

For most investors, their financial situation requires more growth than bonds alone can typically provide to outpace inflation and support retirement goals.Recessions are temporary, but your portfolio needs to last a lifetime. If you have questions about your personal financial situation, consider speaking with a financial advisor.

Marketing 56

Marketing Marketing Retirement Portfolio 56

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

Distribution 168

Distribution Estate Planning Wealth Management Planning 168

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 240

Financial Advisor Insurance Tax Planning Taxes 240

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 137

Assets Management Wealth Management Risk Management 137

Hubly

JULY 15, 2025

For instance, in 2024, the SEC fined 26 firms a combined $392.75 Related Blog Posts How Can Advisors Stay Current With New Technology? Mohammad Musleh July 10, 2025 Overwhelmed by Robo-Advisors? Securities and Exchange Commission (SEC) has imposed hefty fines on firms for recordkeeping violations. 5 NIGO Errors To Watch for 1.

Compliance 52

Compliance Accounting Clients Communication 52

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 40

Taxes Wealth Management Distribution CFP 40

SEI

JULY 18, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. LLC served as financial advisor to Stratos, and Alston & Bird LLP served as legal counsel to Stratos. Newsroom The latest news and announcements.

Investing 52

Investing Investments Wealth Management Financial Advisor 52

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 59

Taxes Transportation Medical Financial Advisor 59

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 159

Estate Planning Wealth Management Compliance Recruitment 159

Carson Wealth

APRIL 24, 2025

That depends on your overall financial plan and a variety of other factors. For example, you could make IRA contributions that applied to the 2024 contribution limit until April 15 of 2025. Restrictions for a Roth IRA The incredible financial planning opportunity available with a Roth comes with income restrictions.

Retirement 117

Retirement Distribution Taxes Retirement Planning 117

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 52

Retirement Distribution Taxes Accounting 52

Indigo Marketing Agency

JANUARY 16, 2025

Your overall branding, marketing, and sales plan should include website buildouts, product launches, social media calendars, email marketing campaigns , copywriting, SEO, and Meta Ads management. The challenge for busy financial advisors is that all of this work becomes their biggest bottleneck. The good news? Freebie Alert!

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Carson Wealth

DECEMBER 5, 2024

Just like the rest of your financial journey, optimized giving is complex and should follow a plan. Contact your financial advisor or reach out to us today to learn how you can incorporate charitable giving in your financial plan. 1 National Philanthropic Trust, “Charitable Giving Statistics,” 2024.

Taxes 119

Taxes Nonprofit Accounting Assets 119

WiserAdvisor

JUNE 26, 2025

If you’re planning smartly for the long haul, this is where your attention should be focused. Milliman’s 2024 projections show that a healthy 65-year-old man will likely spend around $281,000 on healthcare over his lifetime. There’s a monthly premium (about $175 in 2024), and 20% coinsurance for most services.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

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% That legislation stated that the United States couldn’t issue a CBDC without congressional approval.

Estate Planning 199

Estate Planning Wealth Management Assets Fiduciary Duty 199

Yardley Wealth Management

OCTOBER 15, 2024

Besides the chance to live out your financial advisor dreams, here are some compelling reasons to consider a Custodial Roth IRA for your child: Tax-Free Growth : Who doesn’t love a good tax break? Why Consider a Custodial Roth IRA for Your Child? How Much Can Your Kid Contribute?

Taxes 52

Taxes Financial Planner Wealth Management Retirement 52

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 133

Taxes Estate Planning Distribution Wealth Management 133

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. See supra note 7.

Estate Planning 133

Estate Planning Wealth Management Planning Clients 133

Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

Financial Advisor 247

Financial Advisor Numbers Budgeting Financial Planning 247

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 133

Estate Planning Wealth Management Planning Business Planning 133

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future. Read More.

Financial Advice 245

Financial Advice Financial Advisor Ethics Financial Planning 245