Wealth Management

DECEMBER 26, 2024

Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins approach to digital assets would be one of the most important legacies hell leave should he be confirmed.

Assets 273

Assets Compliance Consulting 273

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 137

Wealth Management Financial Advisor Management Recruitment 137

Trade Brains

JUNE 11, 2025

India’s equity markets have rebounded strongly in 2025, with the Nifty surging nearly 15 percent from its 52-week lows amid easing geopolitical tensions and renewed foreign institutional investor inflows of over Rs 14,000 crore in just one month. of the firm, aiming to reduce its stake and raise capital. The post ₹1.4

Electronics 85

Electronics Engineering Financial Services Sales 85

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 137

Wealth Management Marketing Marketing Tax Planning 137

Wealth Management

JUNE 12, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all thumbnail M&A Why RIA Buyers Prioritize Firms with Engaged G2 Leadership Why RIA Buyers Prioritize Firms with Engaged G2 Leadership by Alex (..)

Assets 145

Assets Management Wealth Management Risk Management 145

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Wealth Management

JUNE 11, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management 155

Wealth Management Insurance Estate Planning Clients 155

Abnormal Returns

NOVEMBER 4, 2024

citywire.com) Compliance The SEC is taking a closer look at AI use by RIAs. riabiz.com) The best financial adviser conferences for 2025. (businesswire.com) Niches If everyone is your prospect (or client), then no one is. advisorperspectives.com) How one adviser focused on nurses as a niche. kitces.com)

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Compliance 157

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. Navigating these tax issues can be incredibly complex, necessitating a comprehensive compliance and risk management plan. Estate taxes also offer challenges.

Risk Management 52

Risk Management Compliance Taxes Management 52

Trade Brains

JUNE 12, 2025

Compliance readiness is also signaling maturity to global partners and investors. Complex Market Regulations: Each country has a unique set of tax laws, import and export norms and standards, and compliance standards. This shift is boosting the credibility, valuation and the investor confidence.

Startup 69

Startup Compliance Government Taxes 69

Wealth Management

JUNE 12, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE RIA of the future RIA Edge RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets RIAs of the Future Will (..)

Wealth Management 237

Wealth Management Financial Planning Planning Financial Advisor 237

Indigo Marketing Agency

JUNE 17, 2025

Jolt 2025 Highlights from Nashville: Digital Dominance Panel Recap Ready for some Jolt 2025 highlights? Our very own Director of Marketing, Elizabeth Reider, took the stage for the “ Digital Dominance: Mastering SEO and Website Essentials ” panel (Tuesday, June 10, 2025). But that’s usually not the problem.

Financial Advisor 52

Financial Advisor Financial Planner Retirement Planning Compliance 52

MainStreet Financial Planning

NOVEMBER 8, 2024

While IRA contributions for 2024 can be made until April 15, 2025, contributing before year-end allows you to benefit from tax-deferred growth sooner. of your adjusted gross income. – Property Taxes: Paying property taxes due in early 2025 before December 31, 2024, keeping in mind the $10,000 cap on state and local tax deductions.

Taxes 98

Taxes Medical Education Retirement 98

Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Did you miss last weeks edition? You can find it here.

Taxes 52

Taxes License Banking Government 52

The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. Rumor had it that this was part of a quiet agreement between regulators and internal compliance officials, who were understandably concerned about what had gone on. Thanks for reading. And he’s right, of course.

Numbers 75

Numbers Marketing Marketing Medicine 75

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

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. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. The episode featured special guest Paula Zimmerman, founder of ProSonder Solutions, who shared valuable insights about creating better workplaces in 2025.

Estate Planning 52

Estate Planning Communication Planning Wealth Management 52

Carson Wealth

DECEMBER 2, 2024

20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

Marketing 76

Marketing Marketing Economy Compliance 76

Harness Wealth

APRIL 30, 2025

A strategic approach to tax planning throughout the year, rather than just during filing season, can uncover opportunities for savings while ensuring compliance with estimated payment requirements and preventing costly filing errors.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Indigo Marketing Agency

FEBRUARY 19, 2025

In 2025, small business owners feel like they need to be a social media influencer, thought leader, SEO specialist , PPC ninja, and content creating machine, uploading epic content daily to a dozen or more platforms to attract clients. Financial services marketing is heavily regulated, requiring compliance with industry rules.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Cue expectations for rate cuts in 2025, which moved significantly after the payroll report was released. The 2025 policy rate is expected to be about 4.1% (currently at 4.4%).

Marketing 76

Marketing Marketing Economy Compliance 76

Carson Wealth

MARCH 17, 2025

On top of that, factor in that the first quarter after a year with a 20% gain tends to be weak and that the past 20 years the first quarter has been weak in general, and things were ripe for some volatility early in 2025. Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well.

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

NOVEMBER 4, 2024

range (or even lower) in Q4 2024 and Q1 2025. This is counterintuitive, since the Fed went big with a 0.50%-point cut at their September meeting and projected more cuts into 2024 and 2025. Compliance Case # 02490965_110424_C The post Market Commentary: Seasonal Tailwinds Ahead, but First an Election appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Numbers 96

Indigo Marketing Agency

DECEMBER 13, 2024

Start by Owning January: 2025 Marketing Moves for Advisors As 2025 approaches, its crucial for financial advisors to prepare for a strong start to the new year. Start 2025 Strong Dont wait to plan your marketing strategy. Pre-Approve Content: Work with your compliance team to pre-approve posts before they go live.

Marketing 52

Marketing Marketing Financial Advisor Compliance 52

Carson Wealth

DECEMBER 9, 2024

However, this is something were going to be watching very carefully as 2025 progresses. But were going to face some uncertainty in 2025, for two reasons. Compliance Case # 02542778_120924_C The post Market Commentary: Stocks Hit New Highs Amid a Year of Milestones appeared first on Carson Wealth.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Harness Wealth

FEBRUARY 5, 2025

federal income tax (2025). tax on the $20,000 that exceeds the 2025 $130,000 limit. Step 4: Calculating the FEIE (Part VII): For 2024 (filing in 2025), the maximum exclusion is $126,500. taxpayer has $250,000 in foreign-earned income, they can exclude up to $130,000 using the FEIE (2025). 1 EUR = 1.10 tax obligations.

Taxes 52

Taxes Compliance Accounting Government 52

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? How can you set your business up for growth in 2025? To make it work for you in 2025, focus on these trends: Pick topics that resonate: Advisors who share their unique thoughts attract like-minded clients. Develop a clear road map for achieving your 2025 objectives.

Planning 52

Planning Marketing Marketing Financial Advisor 52

Trade Brains

JUNE 16, 2025

According to the United States Department of Agriculture (USDA), India’s sugar production is projected to reach 35 million metric tons raw value (MMT-RV) for the 2025-26 marketing year, representing a 26% increase over the revised estimate of 28 million tons for the current year. lakh borrowers and an AUM of Rs 25,948 crore.

Retail 59

Retail Sales Portfolio Certification 59

Carson Wealth

MARCH 3, 2025

In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. This is a risk we highlighted in our 2025 Outlook. As I pointed out above, and as we wrote in our 2025 Outlook, there certainly are risks and threats on the horizon.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

APRIL 21, 2025

As the chart below shows, the S&P 500s advance/decline line has held up well above the early 2025 lows, whereas price for the S&P 500 has broken beneath those levels, suggesting there is potential strength under the surface. We wrote in our 2025 Outlook that elevated interest rates are a risk.

Marketing 78

Marketing Marketing Economy Investing 78

Carson Wealth

JUNE 9, 2025

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down.

Economics 69

Economics Marketing Marketing Economy 69

Harness Wealth

APRIL 16, 2025

The qualified business income deduction under Section 199A adds another layer of consideration, offering pass-through entities a potential 20% deduction through 2025. With potential tax rate increases looming after December 31, 2025, tech businesses need comprehensive multi-year income and expense timing strategies.

Startup 52

Startup Taxes Tax Planning Transportation 52

Harness Wealth

APRIL 17, 2025

Understanding business meal deductions Business meals continue to serve as a valuable tax deduction in 2025, with most qualifying expenses being 50% deductible when they involve legitimate business discussions with clients, customers, or associates.

Taxes 52

Taxes Tax Planning Professional Services Planning 52