Trade Brains

JUNE 29, 2025

The government just unveiled its second major digital asset policy statement. This includes digital asset service providers and exchanges. This includes digital asset service providers and exchanges. Public consultations on licensing will begin very soon. Officials explore asset tokenisation.

License

The Big Picture

MAY 3, 2025

billion in assets under management. Ritholtz said that the book draws inspiration from leading investment minds such as Charles Ellis, the founder of consulting firm Greenwich Associates and the former chairman of the Yale Endowment, and the late Charlie Munger, a vice chairman at Berkshire Hathaway and Warren Buffetts longtime sidekick.

Clients

Trade Brains

JULY 4, 2025

A key highlight of the quarter was the improvement in asset quality. The monthly accretion rate of PAR 15+ to Assets Under Management (AUM) has shown a steady decline across most states, indicating improved collection efficiency and stronger borrower discipline. Please consult your investment advisor before investing.

Portfolio

Wealth Management

JUNE 10, 2025

Louis Diamond , CEO, Diamond Consultants June 10, 2025 4 Min Read As summer approaches, it’s easy to drift into vacation mode. 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. Assess: • Is your team structured to support current needs? •

Wealth Management

Wealth Management

JULY 18, 2025

Related: SEI to Buy Majority Stake in $37B Stratos Wealth “The best firms don’t wait for G2s to ask [about ownership],” said John Orsini, a director at consultancy and M&A shop Marshberry. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B They lay out a clear pathway to partnership and explain what it really takes to get there.”

Estate Planning

Tobias Financial

JUNE 18, 2025

At Tobias Financial Advisors, the security of your assets and peace of mind are of utmost importance. Cryptocurrency Investment Scam In this scenario, individuals posing as cryptocurrency “mentors” or experts build trust by offering to help open investment accounts in Bitcoin or other digital assets. Verify identities independently.

Financial Advisor

Wealth Management

JULY 2, 2025

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. Let’s say your planning tool doesn’t integrate with your CRM. No problem.

Wealth Management

Clever Girl Finance

DECEMBER 23, 2024

Explore additional revenue streams like consulting, digital products, or online courses to create more stability. Save more during high-earning months When you have a lucrative month, allocate the extra income to savings, investments, or your emergency fund to cover leaner periods. This will help you weather difficult seasons.

Budgeting

Trade Brains

JULY 3, 2025

The shares of the prominent broking house gained up to 7 percent in today’s trading session after the company achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 lakh crore in assets under advice, it manages 7.8 Please consult your investment advisor before investing. lakh crores.

Assets

Diamond Consultants

DECEMBER 18, 2024

This is Diamond Consultants annual endeavor to set the record straight. Many big firms report some scary data around advisor asset portability. For example, many firms report that advisors who transition only move 50-70% of assets to a new firm. Its critical to be armed with accurate and timely information. time and 2.)

Recruitment

Wealth Management

JULY 25, 2025

Summit Financial & Insurance Services, which manages about $280 million of client assets, joins from Osaic, which AmeriFlex departed last month. billion in client assets. based advisor with over $400 million in client assets, has joined Raymond James & Associates, the firm’s employee advisor channel. The Cheyenne, Wyo.-based

Recruitment

Harness Wealth

NOVEMBER 12, 2024

However, for individuals who generate 1099 income from consulting, a small business, or other professional activities can capture tax savings from contributing significant portions of their net profits to tax-advantaged retirement accounts such as SEP IRAs or Solo 401(k)s. Find your next tax advisor at Harness today.

Tax Planning

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 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.

Planning

Harness Wealth

APRIL 17, 2025

For audit-ready best practices, consider consulting with a tax professional in real-time, especially for mixed business and personal expenses. This option is particularly valuable for businesses seeking to minimize current-year tax liability while investing in growth-oriented assets.

Taxes

Harness Wealth

JULY 31, 2025

Entity structure decisions at company inception significantly impact QSBS qualification , with C corporation status and monitoring asset values being particularly important. To qualify, your shares must come from a domestic C corporation with less than $50 million in gross assets when you acquired the stock.

Taxes

WiserAdvisor

JUNE 16, 2025

High-net-worth individuals are typically categorized as those with over $1 million in liquid assets. million or $750,000 in investable assets to meet certain regulatory definitions. are some high-value assets that can be vulnerable to theft and damage. These structures separate your personal assets from the business.

Wealth Management

Harness Wealth

APRIL 30, 2025

Evaluate entity structure implications , as S corporations may face lower tax rates on asset sales than C corporations, which potentially face double taxation on appreciated assets. The most common exit options include mergers and acquisitions, asset sales, stock sales, and employee ownership plans.

Taxes

Carson Wealth

JULY 16, 2025

Asset allocation, ETFs, yield curves…What does it all mean? Risk tolerance and asset allocation? Asset Allocation Asset allocation is how you spread your investments across different categories, like stocks, bonds, and cash. Rebalancing often involves selling overperforming assets and buying underperforming ones.

Investing

Harness Wealth

JULY 31, 2025

With major shifts in tax brackets, standard deductions, and digital asset reporting, firms will need to rethink how they serve clients across income levels and asset classes. Digital asset reporting requirements The 2025 tax year brings a major shift in how digital assets are reported.

Taxes

Wealth Management

JUNE 10, 2025

I have a variety of individuals that I'm constantly in consultation with." " Smith, who went from a zero-star high school recruit to Heisman Trophy-winning quarterback and No.

Wealth Management

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. What are tax-efficient alternative investment structures?

Taxes

Darrow Wealth Management

FEBRUARY 13, 2025

Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. Planners often go by some combination of terms like [financial, retirement, investment, money, wealth] followed by words like advisor, planner, consultant, manager, specialist.

Fee Only

Trade Brains

JUNE 24, 2025

The company’s net asset value per share is Rs. Please consult your investment advisor before investing. Hi-Tech Pipes Limited reported Rs. crore in revenue, Rs. EPS, and a higher RoNW of 8.90 18.19, compared to Rs. for APL Apollo Tubes, Rs. for Hariom Pipes Industries Limited, Rs. for Surya Roshni Limited, and Rs.

Manufacturing

Zoe Financial

JUNE 18, 2025

There are many ways to invest, including stocks, bonds, real estate, private equity, and alternative assets. For those with significant investable assets, investment decisions may also include tax efficiency, estate considerations, and diversification strategies to help preserve and grow wealth. Ready to Grow Your Wealth?

Insurance

Harness Wealth

DECEMBER 30, 2024

83(b) election: Purpose: An 83(b) election allows an employee to immediately pay income tax on the value of restricted stock or stock options received, even though these assets may not yet be fully vested or exercisable. Please consult a tax and/or legal professional for advice specific to your individual circumstances.

Taxes

Harness Wealth

JANUARY 29, 2025

This strategy gives individuals the opportunity to reinvest in comparable but not “substantially identical” assets (as defined by the IRS), and maintain a similar portfolio exposure. The tax treatment of this loss will depend on how long the asset has been held. All of this adds up to a total tax saving of $5,550.

Taxes

Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. Moreover, Bajaj Finance maintains exceptional asset quality with GNPA and NNPA at 1.06% and 0.46% respectively. Please consult your investment advisor before investing.

Financial Services

WiserAdvisor

JUNE 4, 2025

Most individuals do not have the time or energy to consult with multiple financial professionals across different firms. Just like booking a taxi on your phone, one also expects to receive financial advice, invest, and liquidate their assets, while on the go. People want all these goals to work together.

Financial Planning

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. This includes the stock itself, its sector, industry, and other highly correlated assets.

Management

Harness Wealth

APRIL 17, 2025

When you contribute to a DAF, you relinquish legal ownership of your assets but maintain advisory privileges that allow you to recommend grants to qualified charitable organizations of your choosing. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes

WiserAdvisor

JULY 9, 2025

These professionals may charge a fixed fee or a percentage of your assets under management (AUM). You could be lying in bed at night and suddenly thinking about changing your asset allocation. They work closely with asset management companies and brokerage firms, which gives them early access to new products or exclusive funds.

Financial Advisor

Harness Wealth

APRIL 30, 2025

You should consider using tax preparation software or consulting with a tax professional. Foreign accounts Failure to report foreign bank accounts, financial assets, or income can result in severe penalties and trigger an audit. Please consult a tax and/or legal professional for advice specific to your individual circumstances.

Compliance

Harness Wealth

JANUARY 10, 2025

Internal Revenue Code (IRC) allows businesses to deduct the full purchase price of certain depreciable assets, including vehicles, in the year of purchase rather than depreciating them over time. Cryptocurrency may be a relatively new way to earn or trade money, however, the IRS has clear rules that apply to digital assets.

Taxes

Wealth Management

JUNE 20, 2025

Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.

Wealth Management

Diamond Consultants

JANUARY 21, 2025

Advisors regularly get calls from recruiters, consultants, branch managers, complex directors, business development officersthe list goes on and on. One low-stakes option is via periodic passive due diligence: researching online, networking with colleagues, discussions with industry recruiters and consultants, etc.

Recruitment

Harness Wealth

APRIL 4, 2025

billion in assets tied to criminal activity, and obtain $1.4 Please consult a tax and/or legal professional for advice specific to your individual circumstances. During fiscal years 2022 through 2024, 87.3% conviction rate, with defendants receiving average prison sentences of 37 months. IRS-CI also leveraged BSA data to identify $21.1

Taxes

Trade Brains

JUNE 19, 2025

As of 2024, total assets held by public sector banks stood at Rs. 16,128,080 crore, while private sector banks held assets worth Rs. percent of total banking assets—including public, private, and foreign banks. Please consult your investment advisor before investing. 1,09,52,458 crore. 11,09,730 crore in 2024.

Banking