Wealth Management

JULY 2, 2025

Number 8860726. As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Financial Advisor 243

Financial Advisor Estate Planning Wealth Management Financial Planning 243

Wealth Management

JUNE 26, 2025

Number 8860726. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. He pleaded guilty to all of the criminal charges.

Clients 274

Clients Estate Planning Wealth Management Planning 274

Wealth Management

JULY 15, 2025

Number 8860726. 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 True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B Registered in England and Wales.

Planning 154

Planning Wealth Management Estate Planning Clients 154

Calculated Risk

DECEMBER 23, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.50% in November The Mortgage Bankers Associations (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.50% as of November 30, 2024. According to MBAs estimate, 250,000 homeowners are in forbearance plans.

Portfolio 147

Portfolio Government Planning Numbers 147

Nerd's Eye View

JANUARY 31, 2025

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

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 189

Financial Planner CFP Certification Retirement Planning 189

Wealth Management

JUNE 27, 2025

Number 8860726. I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 166

Wealth Management Estate Planning Startup Financial Planning 166

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 228

Financial Planner Commission Communication Clients 228

Nerd's Eye View

DECEMBER 2, 2024

Welcome to the December 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 130

Clients Portfolio Management Numbers Retail 130

Wealth Management

JUNE 10, 2025

Number 8860726. 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? Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 235

Wealth Management Financial Advisor Recruitment Management 235

Nerd's Eye View

JULY 14, 2025

After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.

Clients 113

Clients Communication Financial Planner Numbers 113

Wealth Management

JULY 10, 2025

Number 8860726. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 154

Wealth Management Estate Planning Clients Planning 154

Diamond Consultants

DECEMBER 18, 2024

But the end of 2024 was a stark reminder that the 2010s and early 2020s were a historical anomaly in terms of interest rates and market calm. It is true that firms are being more selective about how they deploy capital, but we saw a record number of deals completed in the last year and near-record multiples. This is not wrong, per se.

Recruitment 52

Recruitment Retirement Assets Education 52

Wealth Management

JUNE 10, 2025

Number 8860726. Bluespring made a similar move in March 2024 to merge two firms into a $1.4 Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 168

Wealth Management Engineering Estate Planning Management 168

Wealth Management

JULY 1, 2025

Number 8860726. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Boston-Area RIA Mercer Acquires $1.1B Related: Mercer Acquires $1.1B Vest Financial Services, as president.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

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 195

Financial Planner Risk Tolerance Estate Planning Clients 195

The Big Picture

APRIL 17, 2025

It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. By Devon Pendleton, Dasha Afanasieva, and Benjamin Stupples (With assistance from Karolina Sekula, Tom Maloney, Pui Gwen Yeung, and Marton Eder) Bloomberg August 13, 2024 2.

Investments 264

Investments Investing Accounting Startup 264

Your Richest Life

NOVEMBER 12, 2024

The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. Prioritize your spending The best way to avoid overspending during the holidays is to start with a plan. Start with a brain dump of your ideal 2024 holiday season. It’s not just about gifts, either.

Budgeting 52

Budgeting Fee Only Planning CFP 52

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 52

Retirement Planning Fee Only Financial Planning 52

Wealth Management

JULY 2, 2025

Number 8860726. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Distribution 177

Distribution Estate Planning Wealth Management Planning 177

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 52

Taxes Fee Only Electronics CFP 52

Abnormal Returns

NOVEMBER 18, 2024

kitces.com) Tax planning and wealth management go hand-in-hand. wealthmanagement.com) The biz The 2024 Fidelity RIA Benchmarking Study is out. wealthmanagement.com) Asset location isn't job number one, but it is a job. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life.

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Yardley Wealth Management

JULY 9, 2025

We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context. In time, the DJIA itself would evolve, and the concept of stock indexes would grow in number, size, and importance. It’s not the number of points that matters—it’s the percentage change.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. 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.

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

Wealth Management

JUNE 12, 2025

Number 8860726. 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. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Assets 142

Assets Management Wealth Management Risk Management 142

Wealth Management

JUNE 27, 2025

Number 8860726. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Estate Planning 166

Estate Planning Wealth Management Compliance Recruitment 166

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

Harness Wealth

APRIL 17, 2025

The standard deduction offers a straightforward approach for 2024, with specific amounts based on filing status: $14,600 for single filers, $29,200 for married couples filing jointly, and $21,900 for head of household. Using both methods simultaneously? Not an option.

Taxes 52

Taxes Tax Planning Education Medical 52

Steve Sanduski

DECEMBER 10, 2024

And in an M&A transaction, you can bet that if something isn’t sitting right with the seller, there are probably a significant number of RIA buyers who are struggling to achieve alignment around culture and goals in their new, bigger firms. Typical runway length towards M&A.

Communication 59

Communication Consulting Management Numbers 59

The Big Picture

JULY 1, 2025

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. Very unusual number of years in a row. I had no idea private equity was putting up those sort of numbers back then. Here is the plan, here’s how you should go about in this deal or in, in this new asset class.

Investments 144

Investments Investing Consulting Insurance 144

WiserAdvisor

JUNE 17, 2025

As of the end of 2024, the U.S. Want some numbers to back that up? federal spending on AI more than doubled in 2024, hitting over $4 billion annually. IBM has announced that it plans to invest $150 billion in the U.S. In 2024, the average U.S. trillion, according to the U.S. And globally? In fact, U.S.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Random Roger's Retirement Planning

JULY 2, 2025

If you play with the numbers, it outperforms over the long term and obviously it is a smoother ride. Back to the inflation numbers. The real return is sort of consistent but was heavily skewed to 2024. I used to know John in the 90's, he was a client of the institutional equity desk I worked on at Schwab back then.

Portfolio 59

Portfolio Numbers Taxes Clients 59

Random Roger's Retirement Planning

MARCH 5, 2025

It is not intended to be a surrogate for a 60/40 portfolio, although it was close in 2024, and it clearly will not and is not intended to look like the US equity market. The idea there is I don't think it can go up another 22,000% from here and I don't think it can fall 80% unless, I say unless an 80% decline is on the way to a 99.9%

Portfolio 72

Portfolio Assets Management Government 72

Indigo Marketing Agency

MAY 31, 2025

Ericsson reports that video makes up about 60% of all smartphone traffic ; and that number was expected to jump to 74% by the end of 2024. Planning Tips for Your Ideal Audience: Share a quick retirement goal, downsizing tip, or college savings idea for your niche. You dont need to be a pro to get started.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 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. To accomplish this in one visit, financial advisors need a comprehensive website buildout game plan or makeover.

Financial Planner 52

Financial Planner Certified Financial Planner Marketing Marketing 52

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. 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. This number is $13.61

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Nationwide Financial

AUGUST 14, 2024

In 2024, more Americans than ever are celebrating their 65 th birthdays. As part of a holistic financial plan, annuities can be a consistent source of income that helps clients feel more confident about their financial position in retirement. What’s behind this lack of financial confidence?

Clients 52

Clients Retirement Financial Planning Planning 52