Wealth Management

JULY 17, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 207

Wealth Management Clients Management Estate Planning 207

Wealth Management

JUNE 23, 2025

Number 8860726. Registered in England and Wales.

Assets 279

Assets Wealth Management Financial Advisor Estate Planning 279

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 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!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England and Wales.

Wealth Management 256

Wealth Management Management Estate Planning Business Planning 256

Nerd's Eye View

JANUARY 20, 2025

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

Financial Advisor 247

Financial Advisor Financial Advice Financial Planner Estate Planning 247

Harness Wealth

JULY 14, 2025

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes 52

Taxes Investments Investing Assets 52

Wealth Management

JULY 10, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England and Wales.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 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!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes 52

Taxes Fee Only Electronics CFP 52

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. Table of Contents What is a tax extension? Why do I need a tax extension?

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Staying informed about these tax updates isn’t just about being prepared for tax seasonit’s about making smart money moves all year long. For married couples, this means more of your income will be taxed at lower rates.

Taxes 64

Taxes Retirement Tax Planning Planning 64

Wealth Management

JULY 2, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Wealth Management

JUNE 30, 2025

Number 8860726. by Fred Barstein Jun 30, 2025 4 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Management 165

Management Wealth Management Estate Planning Clients 165

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

WiserAdvisor

JULY 4, 2025

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? The numbers you saw on your 2024 return probably will not be the same in 2025. These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions.

Taxes 59

Taxes Transportation Medical Financial Advisor 59

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 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!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Wealth Management

JUNE 11, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). But the second part is the contextualizing side of the equation: You dont spend 1925 dollars today; you spend 2025 dollars. Money Delusions: What Do People Get Wrong About Money?

Investments 195

Investments Investing Food Ethics 195

Nerd's Eye View

JULY 8, 2025

million to more than $10 million in 2025 alone) thanks in part by attracting clients who have engaged with his educational YouTube videos. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households.

Education 130

Education Clients Financial Advisor Assets 130

WiserAdvisor

JUNE 24, 2025

Below are 5 things you can do to safeguard your finances in 2025 from a recession: 1. Once you have a number, multiply it by six. The red numbers in your portfolio are only losses on paper. Selling off your investments if and when the recession hits in 2025 will lock in your losses. You need to skip the fun stuff for now.

Financial Advisor 59

Financial Advisor Retirement Accounting Investments 59

Wealth Management

JUNE 12, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Assets 162

Assets Management Wealth Management Estate Planning 162

WiserAdvisor

JUNE 18, 2025

Because long-term investments help you: Ride out market fluctuations Weather short-term volatility Encourage consistency and discipline Offer compounding returns Let’s explore the 5 best long-term investments you can consider in 2025. Below are 5 long term investment strategies you need to know about in 2025: 1. The cap is 27.5

Investments 59

Investments Investing Taxes Risk Tolerance 59

Harness Wealth

JULY 14, 2025

While the appeal of real estate may be evident, complex federal, state, and local tax regulations can present a major challenge to the profitability of your property investments. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%

Taxes 52

Taxes Investments Investing Sales 52

The Big Picture

FEBRUARY 5, 2025

February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing. Most hedge fund strategies are tax-inefficient.

Taxes 147

Taxes Portfolio Management Investments 147

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well. 4 key benefits.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

The Big Picture

JULY 16, 2025

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! And also, you know, there are really nice tax planning mechanisms that people can use to help them achieve, achieve those things as well. A tax deduction on that contribution.

Retirement 130

Retirement Retirement Planning Portfolio Planning 130

The Big Picture

JANUARY 4, 2025

Global Financial Data ) Vanguard 2025 economic and market outlook : The global monetary easing cycle will be in full swing in 2025, with inflation in most developed economies now within touching distance of central banks targets. The good fortune of high productivity growth and a surge in available labor has propelled the U.S.

Government 246

Government Economy Advertising Engineering 246

Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion?

Taxes 52

Taxes Compliance Accounting Government 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. And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section!

Financial Advice 148

Financial Advice Ethics Education Financial Planning 148

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes 62

Taxes Tax Planning Retirement Planning 62

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.

Taxes 52

Taxes Clients Insurance Distribution 52

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

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 Economics 78

Random Roger's Retirement Planning

APRIL 22, 2025

With tax day having just passed, there's been a good bit of Roth IRA-related content floating around. It's probably common knowledge how they work in terms of contributions being after tax and withdrawals being tax free and that assets in traditional IRA assets can be converted into Roth assets but you have to pay the tax to do conversions.

Taxes 40

Taxes Retirement Accounting Assets 40

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes 98

Taxes Wealth Management Wealth Advisor Tax Planning 98