Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

Planning

Wealth Management

JUNE 27, 2025

Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? He began his career in public accounting at Coopers & Lybrand, LLC.

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?

Budgeting

Wealth Management

JUNE 26, 2025

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. Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., He pleaded guilty to all of the criminal charges.

Clients

Wealth Management

JULY 8, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)

Wealth Management

Nerd's Eye View

NOVEMBER 1, 2024

At the same time, CFP Board has noted that advisors pursue the certification voluntarily and that its standards, which cover the entire financial planning process (unlike SEC and FINRA regulations that largely focus on investment management), help to raise standards for the industry as a whole at a time when advisors increasingly offer comprehensive (..)

Financial Planner

Abnormal Returns

OCTOBER 28, 2024

riabiz.com) M&A deals in 2024 have been increasing in size. advisorperspectives.com) Advisers A plan for onboarding client service associates. advisorperspectives.com) Financial planning CAN change lives. (youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant.

Risk Tolerance

MainStreet Financial Planning

JANUARY 10, 2025

A quote from one of my favorite books, The Little Prince by Antoine de Saint-Exupery says, A goal without a plan is just a wish. As we enter 2025, its the perfect moment to take stock of your financial journey and map out your path for the year ahead. What worked well in 2024, and what could have gone better?

Budgeting

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

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

MainStreet Financial Planning

OCTOBER 30, 2024

million Percentage of Americans with a Will: 32% Caring.com’s 2024 Wills Survey indicates that only 32% of people in America have a will. While comparing your financial situation to national averages can provide insight into where you stand, it’s important to remember that these benchmarks are just guidelines.

Retirement

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

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. 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.

Wealth Management

Wealth Management

JULY 31, 2025

SMArtX first introduced these private market funds to select clients in 2024. Related: Zephyrs Adjusted for Risk: Growth Strategies at Gabelli Funds Earlier this year, SMArtX partnered with BondBloxx to construct and distribute multi-asset model portfolios to financial advisors. Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

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

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

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000.

Tax Planning

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

Nerd's Eye View

JULY 14, 2025

In examining how these client touchpoints affect advisor productivity, the 2024 Kitces Research on How Financial Planners Actually Do Financial Planning found a positive correlation between the number of touchpoints and average revenue per client.

Clients

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Helping clients achieve their monetary aspirations, I’ve seen how proper goal-setting can transform financial futures.

Financial Planning

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.

Clients

Wealth Management

JUNE 10, 2025

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. Bluespring made a similar move in March 2024 to merge two firms into a $1.4 billion-billion RIA in Florida under the name Security Financial Management.

Wealth Management

Abnormal Returns

DECEMBER 11, 2024

slate.com) Personal finance Financial planning is all about tradeoffs. barrons.com) Financial stress is real. barrons.com) Financial stress is real. morningstar.com) Books that shifted Money With Katie's thinking in 2024 including "Winners Take All: The Elite Charade of Changing the World" by Anand Giridharadas.

Retirement

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 1, 2025

Vest Financial Services, as president. 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.

Wealth Management

Million Dollar Round Table (MDRT)

JULY 8, 2025

“Efficiency is the cornerstone of a balanced work-life,” said nine-year MDRT member Gareth James Chalk, PFS , in his 2024 MDRT Annual Meeting presentation, “ Revolutionizing efficiency and engagement, AI and automation in financial planning.”

Financial Planning

Your Richest Life

NOVEMBER 26, 2024

Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older you get, the more impossible it can feel. Try to focus on your own plan, and what will work best for you.

Retirement

Darrow Wealth Management

FEBRUARY 9, 2025

High yields can be a sign of underlying issues with the company that puts principal at risk and endangers the dividend income if the company’s financials cannot support it. Before you can evaluate stocks or bonds to invest in, you’ll need to develop the metrics you plan to use in the analysis. Source: J.P.

Retirement

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

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice

Your Richest Life

NOVEMBER 12, 2024

Here are a few ways to keep your finances healthy during the holidays: Create a budget for a financially healthy holiday season Have you ever gone to the grocery store without a list, only to come home with an excess of snacks and treats you never planned to buy in the first place? It’s not just about gifts, either.

Budgeting

Your Richest Life

MARCH 12, 2025

But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. Here is a list of the states with an extended filing date this year.

Taxes

Wealth Management

AUGUST 5, 2025

Creative Planning has its own trust company, as does Mercer Advisors, via its acquisition of Kanaly Trust in 2016. Hightower launched Hightower National Trust Company in 2022 with a national charter, and CI Financial’s U.S. Concept of digital social marketing. Louis-based RIA, launched its own trust company , Moneta Trust.

Investments

Diamond Consultants

JANUARY 21, 2025

But this question is a fair one, especially in light of the recent compensation plan announcement from UBS: Are the big firms delivering value commensurate with what they are charging? They may have the financial planning tools they need to service their mass affluent clients but not their HNW clients.

Recruitment

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

Darrow Wealth Management

FEBRUARY 26, 2025

Stocks vs. Bonds: Differences in Risk and Return Make a Case for Both While there wasn’t much that went according to plan in 2020, when we zoom out, this is a picture of a diversified portfolio performing as we might expect. The Callan Periodic Table ranks calendar year returns for various asset classes.

Marketing

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