Wealth Management

JUNE 10, 2025

RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

Wealth Management 177

Wealth Management Engineering Estate Planning Management 177

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 Joey Corsica & SpotMyPhotos Industry News & Trends Scenes from Day 2 of Wealth Management EDGE Scenes from Day 2 of Wealth Management EDGE (..)

Wealth Management 178

Wealth Management Management Financial Advisor Business Planning 178

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 164

Wealth Management Insurance Estate Planning Clients 164

Wealth Management

JANUARY 21, 2025

Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape.

Estate Planning 234

Estate Planning Clients Planning 234

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 159

Assets Wealth Management Financial Advisor Estate Planning 159

Wealth Management

JUNE 24, 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 Snowden Lane office Career Moves Snowden Lane Beefs Up Business Development, Recruiting Talent Snowden Lane Beefs Up Business Development, Recruiting (..)

159

159

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 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Dear Mr. Market

DECEMBER 31, 2024

Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. A little planning now avoids big headaches later. Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

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. What Are the Best Asset Classes for Active Management?

Assets 162

Assets Management Wealth Management Risk Management 162

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 147

Wealth Management Financial Advisor Management Recruitment 147

MainStreet Financial Planning

JANUARY 23, 2025

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. The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning.

Estate Planning 88

Estate Planning Budgeting Taxes Insurance 88

Wealth Management

FEBRUARY 5, 2025

Wednesday, February 26, 2025 | 2:00 PM ET

Estate Planning 147

Estate Planning Planning 147

Nerd's Eye View

MAY 5, 2025

Welcome to the May 2025 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!

Financial Planning 173

Financial Planning Clients Retail Planning 173

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

Wealth Management

MARCH 21, 2025

Feature on Estate Planning & Taxation

Estate Planning 179

Estate Planning Planning 179

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure.

Retirement 144

Retirement Estate Planning Taxes Assets 144

Wealth Management

JUNE 12, 2025

Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

WiserAdvisor

JUNE 16, 2025

Additionally, you also need to consider domestic disputes and estate planning issues related to property. You may also need an estate planner to set up trusts, write a will, and more to ensure your legacy is protected and passed on exactly as you intend. The final step is to apply these wealth preservation strategies.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Abnormal Returns

MAY 29, 2023

thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. (ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? Come meet the team in Austin on June 12-14th.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

WiserAdvisor

JUNE 4, 2025

This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. Below are top 5 finance industry trends in 2025 to look out for: 1. The post Top Insights Driving Financial Planning Strategies in 2025 first appeared on WiserAdvisor - Blog.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

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. In 2025, the lifetime gift tax exclusion will rise to $13.99 million ($27.22

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Revisit your plan after major life events or annually to reflect changing circumstances.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Yardley Wealth Management

FEBRUARY 4, 2025

The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. Tax Strategies for High-Income Earners in 2025. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Wealth Management

FEBRUARY 26, 2025

Features on Estate Planning & Taxation, Philanthropy and Perspectives

Estate Planning 113

Estate Planning Planning 113

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Extension request deadline: This is the same as the original filing deadline April 15th, 2025.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Nerd's Eye View

SEPTEMBER 27, 2023

Nonetheless, Parent PLUS borrowers (and their advisors) have an opportunity (until July 1, 2025) to access more generous IDR plans by using a "Double Consolidation" loan strategy. Which not only cuts into a parent's current cash flow, but also limits their ability to save for their (potentially fast-approaching) retirement.

Education 246

Education Financial Advisor Planning Clients 246

Darrow Wealth Management

MARCH 13, 2025

In March 2025, the technology sector is roughly 31% of the S&P 500 index. In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) The rest of your portfolio is 40% in an S&P 500 fund and 30% bonds.

Management 83

Management Taxes Estate Planning Asset Allocation 83

Advisor Perspectives

FEBRUARY 21, 2025

Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

Estate Planning 40

Estate Planning Planning Taxes 40

Advisor Perspectives

FEBRUARY 20, 2025

Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

Estate Planning 40

Estate Planning Planning Taxes 40

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

Zoe Financial

JUNE 20, 2025

2025 Observations in Retirement and Estate Planning Trend Insight Increased Use of Roth Conversions More high-net-worth individuals are adopting Roth conversion strategies as part of long-term tax planning—not to time the market, but to shift assets into tax-advantaged accounts over time, especially ahead of potential future tax increases.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Tobias Financial

APRIL 20, 2025

The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving. The event is held from 8:00 a.m. to 11:00 a.m. ET at The Tower Club Fort Lauderdale, 100 SE 3 rd Ave, Fort Lauderdale, FL 33394.

Planning 52

Planning Estate Planning Financial Planning CFP 52

Yardley Wealth Management

DECEMBER 24, 2024

Kick Off the New Year with a Solid Plan by Michael J. Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. Ready to write your 2025 financial success story?

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

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: (..)

Estate Planning 225

Estate Planning Planning Wealth Management Fiduciary Duty 225

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. What Do Financial Advisors Do?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Darrow Wealth Management

APRIL 21, 2025

Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning. The federal estate tax exemption is nearly $14M per person in 2025. Last reviewed April 2025] The post When is the Best Time for a Roth Conversion?

Retirement 56

Retirement Retirement Planning Taxes Accounting 56