Wealth Management

OCTOBER 23, 2024

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

Estate Planning 261

Estate Planning Planning 261

Wealth Management

DECEMBER 27, 2024

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

Estate Planning 246

Estate Planning Planning 246

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

The Big Picture

MAY 29, 2025

All data as of Dec 31, 2024) And, if we go out to 20+ years, practically nobody net of fees has beaten their benchmark. And it’s not just the U.S. SPIVA reports similar data for Europe , Japan , Canada , Mexico , Brazil , Chile , Middle East , S.

Portfolio 306

Portfolio Financial Planning Taxes Assets 306

Wealth Management

OCTOBER 2, 2024

Five ways to turn potential tax scares into sweet savings.

Estate Planning 307

Estate Planning Planning Taxes 307

Calculated Risk

APRIL 8, 2025

Over the month, commercial planning declined 7.8% while institutional planning fell 5.0%. Increased uncertainty around material prices and fiscal policies may have begun to factor into planning decisions throughout March , stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 221

Healthcare Planning Education Retail 221

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 275

Risk Tolerance Retirement Financial Planning Insurance 275

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 264

Estate Planning Marketing Marketing Wealth Management 264

Wealth Management

JANUARY 4, 2024

Claudia Cypher Kane is the Financial Planning Association's 2024 president; she stressed the FPA would continue to push for title protection.

Financial Planning 284

Financial Planning Planning 284

Wealth Management

APRIL 26, 2023

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

Estate Planning 283

Estate Planning Financial Advisor Planning Taxes 283

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 270

Clients Estate Planning Wealth Management Planning 270

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Financial Planner 245

Financial Planner Retirement Retirement Planning Clients 245

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner 192

Financial Planner Financial Advisor Tax Planning Clients 192

Wealth Management

OCTOBER 9, 2024

A breakdown of the top-level proposals from each side of the aisle.

Taxes 284

Taxes Planning 284

Wealth Management

OCTOBER 15, 2024

Thursday, November 14, 2024 | 2:00 PM ET

Tax Planning 261

Tax Planning Financial Planning Planning Taxes 261

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. NAIFA and FSP merged in January 2024. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.

Ethics 138

Ethics Retirement Planning Education CFP 138

Calculated Risk

JANUARY 8, 2025

Over the month, commercial planning increased 14.2% while institutional planning improved 2.5%. Commercial activity rebounded strongly in December, thanks to a re-acceleration in data center and warehouse planning activity, stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in December to 212.0

Healthcare 179

Healthcare Education Planning Economics 179

Nerd's Eye View

FEBRUARY 12, 2025

The new law repeals both the WEP and GPO, restoring full Social Security benefits to affected individuals, retroactive to January 2024. But the challenge in making such an estimate is the fact that SSA doesn't clearly show many individuals what their full benefits would be without the reduction for WEP or GPO.

Retirement 242

Retirement Government Clients Planning 242

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 134

Financial Planning Clients Planning Wealth Advisor 134

The Big Picture

MAY 5, 2025

First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. Come up with your own plan, style, and strategy that you can live with. Work within your strengths, not somebody elses. Figure out what advantages you have. Play to your own strengths.

Investing 296

Investing Investments Portfolio Planning 296

Wealth Management

MARCH 7, 2024

Created last year, the self-described digital family office has dramatically overshot recruitment goals with spate of Empower expats.

Recruitment 293

Recruitment Planning 293

Wealth Management

MARCH 20, 2024

Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines.

Wealth Management 274

Wealth Management Planning Clients Management 274

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 240

Financial Planner Retirement Planning Compliance Valuation 240

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 246

Estate Planning Financial Planning Planning Wealth Management 246

Wealth Management

OCTOBER 2, 2024

Open, honest and candid discussion about Empower acquiring a stock option administrator, forefeiture lawsuits, group plans, HSAs and more.

Planning 298

Planning 298

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 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!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 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!

Retirement Planning 246

Retirement Planning Startup Clients Compliance 246

Wealth Management

JULY 10, 2024

Open, honest and candid discussion about the job market, private equity in DC plans, Fi360's annuity tool and more.

Planning 292

Planning Marketing Marketing 292

Nerd's Eye View

JULY 10, 2024

From an advisor's perspective, TCJA's impending expiration raises the importance of planning for clients who will potentially be impacted, which, given the law's broad scope, could be nearly every client. And although TCJA's ultimate fate may still be undecided, for at least some clients the potential benefit of taking action today (e.g.,

Taxes 246

Taxes Clients Planning Numbers 246

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

Wealth Management

JULY 2, 2025

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. advisors’ clients, up from 20% in 2021, according to a survey Cerulli conducted in 2024. trillion annually.

Financial Advisor 188

Financial Advisor Estate Planning Wealth Management Financial Planning 188

Wealth Management

OCTOBER 9, 2024

Open, honest and candid discussion about the latest jobs numbers, Creative Planning, TIAA's hacked, how AI can revolutionize 401(k) plans and more.

Numbers 271

Numbers Planning 271

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 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 233

Estate Planning Financial Advisor Clients Startup 233

XY Planning Network

MARCH 3, 2025

Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. As we endure through the 2024 tax season, it is crucial to stay informed about the latest changes to ensure you file your taxes accurately and take advantage of any available deductions or credits.

Taxes 98

Taxes Fee Only Financial Advisor Marketing 98

Wealth Management

OCTOBER 15, 2024

Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. BlackRock launches a new tech feature for real-time monitoring of private markets data. These are among this week’s investment must reads for wealth advisors.

Wealth Advisor 284

Wealth Advisor Assets Planning Investing 284

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 186

Financial Planner CFP Certification Retirement Planning 186

Wealth Management

JANUARY 8, 2024

Record keepers are the biggest inhibitors to more extensive implentation of PEPs, or pooled employer plans.

Planning 293

Planning 293