Trade Brains

JULY 8, 2025

Standard Chartered’s venture is a definite contender. Reserve assets must fully back every stablecoin issued. These assets require high quality and instant liquidity. The Securities and Futures Commission (SFC) approved few virtual asset licenses. Regulators clearly plan a very selective approval process.

License

Nerd's Eye View

NOVEMBER 20, 2024

While this requirement might sound relatively straightforward, the lack of a single definition for what this duty actually requires can make it challenging for advisers seeking to understand precisely what it means to comply with this responsibility.

Fiduciary Duty

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

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

The Big Picture

JULY 16, 2025

Asset allocation has called this the thorniest problem in all of finance. So you have a sequence of return problem on the asset side, and then you have a front loaded spend on the consumption side. Definitely. So we’re talking about spending in retirement and, but we have yet to talk about drawing down portfolios.

Retirement

The Big Picture

JULY 23, 2025

When do these option plans actually show up as real assets to the employee? So overcoming those things is, is definitely challenging on the employee side. But if you can do it correctly, then the window opens up for your ability to at least chip away at that tax liability and keep more of that game when all is said and done.

Taxes

Wealth Management

JULY 10, 2025

We want to make that choice this year, so there will definitely be more to come on that. We’re planning on making a selection that moves less toward a generic co-pilot and more toward a specialized RIA financial advisor-specific AI overlay.

Wealth Management

Trade Brains

JULY 17, 2025

This classic financial hub remains a premier digital asset sanctuary. The updated Virtual Asset Act, operational since April 2025, provides crystal-clear licensing. ” definitively. Thanks to its Digital Assets law, enjoy zero capital gains or income tax on Bitcoin. It levies absolutely no personal income tax.

Taxes

Discipline Funds

APRIL 30, 2025

By definition, you don’t know how your insurance will perform. It’s always a satellite asset that insures you over a specific time period. And using my Defined Duration methodology I’d estimate that a 6-7% return is reasonable for stocks over the coming 15+ years. And this is why I like to think of it as insurance.

Insurance

The Big Picture

JULY 1, 2025

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. What motivated the transition to full-time asset management?

Investing

Trade Brains

JULY 15, 2025

This development builds upon SMFG’s earlier definitive agreement announced on May 9, 2025, where Sumitomo Mitsui Banking Corporation (SMBC), a licensed banking arm under SMFG, agreed to acquire a 20 percent stake in Yes Bank. Total assets expanded from Rs. billion, increasing its overall stake to approximately 25 percent.

Banking

The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Melissa Smith : Definitely not. What was the original plan? Melissa Smith : For three years.

Banking

WiserAdvisor

JUNE 17, 2025

The shifts you are seeing today have the potential to have a definite effect on the stock market in the near future. Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. So, they can fit neatly into a traditional portfolio just like any other asset. As of the end of 2024, the U.S. And globally?

Financial Advisor

Diamond Consultants

FEBRUARY 11, 2025

By our definition, the criteria for qualifying as a Supported RIA is surprisingly simple and boils down to two criteria: RIA Registration Supported RIAs are overseen by the state or the SEC and are distinctly separate from FINRA (though they may have so-called friendly broker dealers attached to them that allow for commissionable business).

Compliance

Harness Wealth

FEBRUARY 5, 2025

Well definitely be outside of that. FBAR and FATCA Beyond income tax, expats must also deal with the reporting requirements for foreign assets. FBAR helps the IRS track offshore assets and prevent tax evasion. Its hard to purchase something before you have boots on the ground and figure out where you want to buy. What is FBAR?

Taxes

The Big Picture

MAY 22, 2025

There’s a great quote from Warren Buffett where he says, The definition of success in life is when the people who you want to love you do love you. You’re only seeing their assets. So the most important part of wealth literally in my view, the definition of wealth is invisible to everybody.

Food

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

Alpha Architect

JANUARY 24, 2025

What matters is not the expectation of future growth, but the deviation between projected growth and realized growth, which, by definition is a surprise, and, thus, is not forecastable. Growth Predictions, Growth Surprises, and Equity Returns was originally published at Alpha Architect.

Assets

Discipline Funds

MAY 5, 2025

First, the performance of the stock market and short-term economic data doesn’t give us any definitive understanding of the tariffs. I constructed this model for asset management during the Covid downturn and didn’t really formalize the methodology until the last few years. Au contraire, bonjour!

Assets

Diamond Consultants

JUNE 23, 2025

It really comes down to this: If you believe that UBS is likely or definitively to be the final home for you, your team, and your clients, then ALFA makes all the sense in the world. Book Ownership: At the end of the ALFA deal, next gen advisors don’t truly own anything—as the assets belong to the firm.

Retirement

The Big Picture

JULY 28, 2025

She directly manages $215 billion in assets. Tell us what that transition was like, going from a long short hedge fund to a long only asset manager. Again, QE one, definitely QE one and two, maybe, you know, markets had frozen up. We want more liquidity because we’re not getting rid of all of all of our assets over here.

Economy

Random Roger's Retirement Planning

JANUARY 8, 2025

First up today, Eric Crittenden who is the manager of personal/client holding Standpoint Multi-Asset Fund (BLNDX/REMIX) sat for a podcast with The Monetary Matters Network. I think of client/personal holding as being simple for example, while the one AQR fund in my ownership universe is definitely complex.

Portfolio

The Big Picture

JUNE 23, 2025

They, they had a very, very complex asset. They still do, it’s a little bit different now all these years later, but they had a tremendous amount of interest rate risk in those servicing right assets, right? And then yes, you can have credit risk and other types of assets as well. So it’s all of that good stuff.

Portfolio

Indigo Marketing Agency

JUNE 3, 2025

Build Your Number-One Asset…Your Email List Email marketing is one of the most vital activities for every financial planner. They should definitely be a centerpiece of every financial planner’s sales funnel system to maximize lead generation and sales conversions. is Indigo’s bread and butter.

Financial Planner

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. Prior case law in the Southern District of New York (Morales v. Quintiles Transnational Corp. 2d 369 (S.D. 1998) and Donoghue v.

Distribution

Steve Sanduski

NOVEMBER 5, 2024

But that definitely doesn’t mean that the advisor should move. Your compensation is driven by net new assets. I think that advisor today, maybe they’ll choose to leave the hard-charging environment of the big firms that says you have to grow, if you want to keep up your income you have to add X amount of net new assets.

Clients

The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. People definitely seem to be happier to give away money now. And you, you don’t need to fine tune your portfolio every month, just, you know, set up a sensible asset allocation, buy some index funds, save regularly, and good things will happen.

Investing

The Better Letter

JANUARY 2, 2025

UBS Asset Management said if its base case soft landing was achieved, “global equities will comfortably ascend to new all-time highs in 2024.” The future is always imaginary, by definition. .” Stifel called for a range-bound S&P and growth underperformance. There were a few bulls.

Management

Harness Wealth

JULY 31, 2025

The systems excel at matching blockchain activity with reported gains or losses, making it increasingly difficult to maintain inconsistent positions between digital asset trading and tax reporting. Crypto Cryptocurrency transactions have become a major focus area for AI enforcement.

Taxes

Harness Wealth

JULY 31, 2025

Every jurisdiction sets its own thresholds, definitions, and documentation requirements. Others split hairs, taxing one and not the other based on nuanced definitions that often change with little notice. This stark reality means that tax compliance encompasses both business protection and safeguarding individual assets.

Taxes

Discipline Funds

OCTOBER 31, 2024

Asset creation always creates corresponding liabilities. Wealth is the residual of assets minus liabilities and you can’t just print wealth into existence. What matters is how we use the printed assets/liabilities and whether they’re used to create wealth. Balance sheets balance.

Government

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

Asset Allocation

Carson Wealth

APRIL 7, 2025

As for April so far, markets have definitively passed their judgment on tariffs. As shown in one of our favorite charts below, different assets may be the winners or losers across different years or even decades, but a diversified holding is a good starting point for avoiding extremes. Thats not the case today.

Marketing

The Big Picture

JULY 15, 2025

Just an incredibly storied career who has managed to put together such a straightforward and intelligent way to approach asset management. You know, all these different things, which have definitely been influential in my career, without a doubt. 00:16:25 [Speaker Changed] It was definitely improving. Rather than me babble.

Numbers

The Big Picture

MAY 20, 2025

00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. I, I had no idea you were so international in, in the philanthropic sphere, but we’ll definitely circle back to that. I would definitely choose this as a career if I were doing it all over again.

Management

Random Roger's Retirement Planning

MARCH 4, 2025

I've been in the same place on Bitcoin for many years now which is that there is definitely asymmetric potential so I hold it but it could turn out to be just magic internet money that disappears one day. Using Opportunistic Alts' asset class weightings I backested the following against VBAIX.

Portfolio