article thumbnail

Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188
article thumbnail

Can You Live Off Dividends In Retirement?

Darrow Wealth Management

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. Hypothetical simulation uses current yields and assumes 60% of the account is invested in SPY and 40% AGG. No other cash flows in the account.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention. It’s about trust, time and scale.

article thumbnail

2025 Wealth Preservation Strategies

WiserAdvisor

Privacy protection through offshore accounts: Many high-net-worth individuals maintain offshore accounts in other countries. These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy. Use Separately Managed Accounts (SMAs).

article thumbnail

The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

It should be noted, however, that tax-loss harvesting is only applicable to taxable accounts and doesnt apply to tax-advantaged accounts like IRAs or 401(k)s. Does tax-loss harvesting apply to retirement accounts? It is only relevant for taxable investment accounts where capital gains taxes are incurred.

Taxes 52
article thumbnail

The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor

Steve Sanduski

By bringing in [Advisor Name] and having [him/her] work closely with me on your account, we’re diversifying the expertise and perspective you benefit from. It’s a way to manage risk and ensure continuity in your financial care. He/She] has been involved in the management of your investments alongside me.

article thumbnail

Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

There are so many products out there – 401(k)s, mutual funds, Individual Retirement Accounts (IRAs), Exchange-Traded Funds (ETFs), bonds, Real Estate Investment Trusts (REITs), etc. You can also use a robo-advisor for basic portfolio management at relatively low fees. Understanding all of this can be overwhelming.