Bell Investment Advisors

JUNE 16, 2022

At a minimum, be sure your assets will cover your lifetime needs even if you give some away. In 2022, anyone can give any recipient up to $16,000 in assets per year without owing federal gift taxes. Considering giving assets instead of cash? You’ll need to decide which assets to give to whom, in what amounts, and when.

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Taxes Assets Financial Planner Education 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But before we go there, maybe a couple of comments about the banking crisis that occurred earlier this year in March. Banking Crisis – Key Points 05:25 Ryan Kelley: Sure. And this was actually true of a number of banks.

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Marketing Marketing Banking Numbers 52

Indigo Marketing Agency

DECEMBER 19, 2022

Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. billion in client assets.

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Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

JANUARY 17, 2022

Ron is a household name among financial advisors and one of my personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion assets under advisement. Ron was also a guest on my podcast, The Marketing Podcast for Financial Advisors. Ron Carson Ron Carson…need I say more? Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

JULY 24, 2022

Evidently, financial planning is even more crucial for high-net-worth individuals. High-net-worth individuals are those who own liquid assets worth $1 million or more. Very high-net-worth individuals are those who own liquid assets worth at least $5 million and up to $30 million.

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Financial Planning Planning Financial Planner Estate Planning 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. Tom joined Vanguard back in 1988.

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Financial Advisor Clients Taxes Investing 274

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

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CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

FEBRUARY 15, 2023

For example, do you want to make investment decisions or let the experts do it through a managed portfolio? The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. Lower fees than traditional investment advisors.

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Investing Investments Commission Risk Tolerance 93

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Now let’s get started.

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Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

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Compliance Wealth Management Clients Management 152