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RIA Model Portfolio Assets Rose 5.5% in Q1

Wealth Management

trillion in assets and are projected to grow 15% annually to $13.2 trillion by 2029, according to a Broadridge Financial report. Industry-wide, model portfolios contain $7.7

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Model Portfolios Portend the End of 'Traditional' Financial Advice

Wealth Management

Andrew Corn August 5, 2025 2 Min Read Maximusnd/iStock/Getty Images Plus For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. trillion in model assets in just one year, according to The Wall Street Journal. trillion to $7.96

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. over the next five years, while Apple is set to pump more than $500 billion into the American economy by 2029. So, they can fit neatly into a traditional portfolio just like any other asset. As of the end of 2024, the U.S. trillion, according to the U.S.

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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

Effective Dates: For years 2025 through 2029. Both the SALT cap and the income phaseout ranges will increase by 1% annually for 2026-2029 before reverting to $10,000 in 2030. Darrow Wealth Management offers asset management and financial planning services; we do not provide tax advice or tax preparation services.

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Tax Advisor Weekly – June 9, 2025

Harness Wealth

We also look at the proposed Section 25F education credit, which offers 100% tax credits for donations to scholarship funds, sparking debate over whether donations could become more lucrative than asset sales. If enacted as proposed, the credit would be available in 2026 through 2029, subject to an annual national volume cap of $5 billion.

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Bengaluru Business Corridor: How It Is Set to Transform the Future of Bangalore Real Estate

Trade Brains

This radial growth has increased pressure on the Outer Ring Road (ORR) and central road assets, leading to chronic congestion inside the Road and Roadway. The official deadline is December of 2027, but the experts are saying it will be closer to 2028–2029.

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Apollo Aims to Grow Global Wealth Assets to $150B by 2029

Wealth Management

By 2029, the firm anticipates that the global wealth business could represent 50% of its annual third-party capital-raising volume.