Wealth Management

JULY 2, 2025

They are also less likely to benefit from pension plans than their parents were, while 401 (k) plans were still not as widespread as they are today when this generation entered the workforce. Number 8860726. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

Financial Advisor 259

Financial Advisor Estate Planning Wealth Management Financial Planning 259

Wealth Management

JUNE 26, 2025

Number 8860726. Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Clients 276

Clients Estate Planning Wealth Management Planning 276

Wealth Management

JULY 18, 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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Number 8860726. It was this confluence of things,” Brown said.

Estate Planning 274

Estate Planning Wealth Management Clients Planning 274

Abnormal Returns

JUNE 16, 2025

Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. youtube.com) Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer.

Estate Planning 162

Estate Planning Compliance Engineering Retirement 162

Wealth Management

JULY 9, 2025

Number 8860726.

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JULY 2, 2025

Let’s say your planning tool doesn’t integrate with your CRM. An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. Number 8860726. No problem.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Wealth Management

JULY 1, 2025

billion in client assets, expanding Steward’s presence in the Bay Area. The RIA serves high-net-worth individuals and families in Northern California with portfolios exceeding $10 million in assets. Its affiliate company, Simplex Wealth Management, serves clients with $1 million or more in assets. Number 8860726.

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Wealth Management

JULY 18, 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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B billion in discretionary and non-discretionary assets.

Accounting 264

Accounting Taxes Estate Planning Wealth Management 264

Wealth Management

JULY 3, 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 thumbnail Career Moves J.P. manages about $300 million in client assets. Number 8860726.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JUNE 12, 2025

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets 162

Assets Management Wealth Management Estate Planning 162

Wealth Management

JUNE 27, 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 Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets. " The deal is Creative Planning’s 13th in two years. Number 8860726.

Planning 165

Planning Wealth Management Estate Planning Clients 165

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I Number 8860726.

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Wealth Management

JULY 15, 2025

billion in client assets in 2025. Number 8860726. The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers. The minority stake will give Waycrest capital, technology and infrastructure options through Elevation Point, which has invested in firms representing a combined $8.2

Estate Planning 179

Estate Planning Wealth Management Planning Clients 179

Wealth Management

JULY 1, 2025

Boston-Area RIA by Diana Britton Jul 1, 2025 2 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. Number 8860726.

Wealth Management 191

Wealth Management Estate Planning Planning Clients 191

Wealth Management

JUNE 10, 2025

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. Number 8860726. Is your brand aligned with the clients you want to attract?

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B According to JPMorgan, Calcote worked with about 269 households managing approximately $206 million in client assets. Number 8860726.

Clients 191

Clients Estate Planning Wealth Management Planning 191

Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans? Edward Jones has over $50 billion in assets in its UMA business. Number 8860726. When the deal closes, Edward Jones will become the overlay manager for its UMA business, something it is currently outsourcing to Natixis. The terms of the deal were not disclosed.

Management 165

Management Wealth Management Estate Planning Clients 165

Wealth Management

JULY 2, 2025

Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. Number 8860726. Prior case law in the Southern District of New York (Morales v. Quintiles Transnational Corp. 2d 369 (S.D.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Wealth Management

JUNE 20, 2025

Number 8860726.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Number 8860726. They do have a lot more bells and whistles. Depending on your firm type, you may need those bells and whistles.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Wealth Management

JULY 10, 2025

Number 8860726.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JUNE 10, 2025

Austin-based Kestra oversees about $142 billion in client assets through its companies, including independent broker/dealer Kestra FInancial, through 1,800 advisors, according to its websites. Number 8860726. Bluespring made a similar move in March 2024 to merge two firms into a $1.4

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Wealth Management

JULY 18, 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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Number 8860726. A representative for Ares declined to comment.

Media 180

Media Estate Planning Wealth Management Planning 180

Wealth Management

JUNE 10, 2025

In this episode of the RIA Edge Podcast, Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning, which have far more profound impacts on client outcomes than marginal tweaks to an allocation model or changes in asset managers and investment funds.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JULY 22, 2025

Related: Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners Wood had previously advised on client assets of about $502 million and said communication and planned moves for those clients were going well so far. As of June, Steward Partners had over $40 billion in total assets, 590 partners, 296 advisors and 73 offices.

Estate Planning 147

Estate Planning Wealth Management Clients Planning 147

Wealth Management

JUNE 27, 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 Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

Estate Planning 191

Estate Planning Wealth Management Compliance Recruitment 191

Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Carson Wealth

MAY 7, 2025

They are essentially dedicated accounts into which you, and other donors as well, can place cash, stocks, or non-publicly traded assets that are eligible for an immediate tax deduction. You can fund a private foundation with a broad variety of asset types, and as a donor, you have control over the investment and granting decisions.

Compliance 52

Compliance Distribution Taxes Assets 52

Wealth Management

JUNE 11, 2025

Number 8860726.

Wealth Management 179

Wealth Management Management Financial Advisor Business Planning 179

Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. For 2024, you can contribute up to $90,000 per beneficiary (or $180,000 if married filing jointly) using this strategy.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Wealth Management

JUNE 11, 2025

Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio. Number 8860726. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L. Ratner Charles L. See more from Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Harness Wealth

JULY 14, 2025

Alternative investments encompass a broad range of assets beyond traditional stocks, bonds, and cash. Cryptocurrencies and digital assets: Decentralized digital or virtual currencies and other digital representations of value using cryptography. Real estate Real estate investments offer a unique set of tax advantages.

Taxes 52

Taxes Investing Investments Assets 52

Harness Wealth

APRIL 17, 2025

Insurance and financial fee deductions Insurance represents a necessary expense for protecting your business assets and operations, with premiums for various types of coverage qualifying as fully deductible business expenses. Bonus Depreciation continues to evolve, with 2025 offering a 40% deduction rate for eligible new and used property.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Diamond Consultants

FEBRUARY 11, 2025

This approach removes compliance responsibility from the advisors plate and offloads most middle- and back-office functions, including billing and technology. For example, since the RIA owns compliance, they have the final say over whether to approve a new alternative investment offering.

Compliance 52

Compliance Clients Estate Planning Management 52

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. Why investors sought recharacterizations before 2018 Market volatility frequently triggered recharacterizations when converted assets suffered significant losses.

Taxes 52

Taxes Retirement Planning Retirement Distribution 52