eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Carson Wealth

DECEMBER 13, 2022

RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Nerd's Eye View

FEBRUARY 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)

Estate Planning 200

Estate Planning Financial Planning Planning Wealth Management 200

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 196

Estate Planning Wealth Management Financial Advisor Planning 196

Darrow Wealth Management

MAY 6, 2024

If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan?

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Darrow Wealth Management

JANUARY 29, 2024

However, at death, a living trust can provide two key benefits compared to owning assets not held in trust. What happens to my assets after I die? Before diving into a discussion on the benefits of living trusts, it’s important to first understand what happens to different types of assets after someone dies. non-attorney).

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Abnormal Returns

SEPTEMBER 11, 2023

(riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers. investmentnews.com) Why the global wealth management is a growth business. economist.com) Practice management Scaling a small RIA practice comes with a lot of challenges. thinkadvisor.com) How RMDs on 401(k) accounts are different.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. am.jpmorgan.com) How longevity literacy affect financial wellness in retirement.

Recruitment 262

Recruitment Estate Planning Financial Planning Retirement 262

International College of Financial Planning

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 185

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 185

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Wealth Management

AUGUST 2, 2023

Mercer is expanding its footprint in California and Texas and bolstering its estate planning capabilities with two deals announced this week.

Estate Planning 92

Estate Planning Assets Planning 92

Abnormal Returns

OCTOBER 23, 2023

advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. investmentnews.com) Advisers Why the myth of a big wealth transfer from Baby Boomers persists.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

Wealth Management

OCTOBER 15, 2023

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

Estate Planning 94

Estate Planning Investing Investments Assets 94

Abnormal Returns

SEPTEMBER 4, 2023

(advisorhub.com) How Creative Planning plans to integrate Goldman Sachs' PFM unit. citywire.com) Charles Schwab ($SCHW) is on track to retain ~95% of TDA assets. riabiz.com) Nine tips to help manage the TDA-Schwab transition including 'third-party direct deposits.' thinkadvisor.com)

Estate Planning 224

Estate Planning Financial Planning Retirement Planning 224

Abnormal Returns

AUGUST 21, 2023

riaintel.com) Turnqey wants to be for crypto 'what is Plaid for banking assets.' wsj.com) There is a racial gap in estate planning. (wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients. kitces.com) Crypto Securitize is buying Onramp. riabiz.com) Banks want to become advisers.

Portfolio 130

Portfolio Estate Planning Banking Retirement 130

Yardley Wealth Management

MAY 23, 2023

The post Legacy Planning appeared first on Yardley Wealth Management, LLC. Legacy Planning for People in Their 50’s and 60’s: A Step-by-Step Guide As you near retirement age, it’s natural to consider your legacy. Planning for your legacy is crucial to ensuring your values and goals have a lasting impact.

Planning 40

Planning Estate Planning Wealth Management Financial Advisor 40

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless.

Financial Planner 212

Financial Planner Estate Planning Startup Communication 212

Abnormal Returns

MARCH 20, 2023

(thinkadvisor.com) Lisa Shidler, "Farther is hoping the logic of creating a one-umbrella, one-brand RIA with a plethora of choice will draw good advisors and their clients' assets." marknewfield.substack.com) Advisers need to be able to help clients with cash management. thinkadvisor.com)

Estate Planning 199

Estate Planning Retirement Communication Financial Planning 199

Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Wealth Management

MARCH 15, 2023

The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.

Estate Planning 52

Estate Planning Planning Assets Management 52

Darrow Wealth Management

JUNE 14, 2023

When someone experiences a life-altering financial windfall or increase to their net worth, it’s often called a sudden wealth event. 4 key steps for managing sudden wealth Engage a sudden wealth advisor to start building your professional team (tax, legal, etc.) Athletes need to be aware of state tax issues.

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Darrow Wealth Management

APRIL 25, 2023

In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here. But not everything needs to get done today.

Estate Planning 73

Estate Planning Taxes Accounting Retirement 73

Yardley Wealth Management

JANUARY 18, 2022

The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time.

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Yardley Wealth Management

JANUARY 18, 2022

The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. Who Gets What?

Estate Planning 52

Estate Planning Planning Retirement Planning Assets 52

Carson Wealth

SEPTEMBER 19, 2022

When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. They can provide advice on a variety of topics, such as: Cash flow management. Credit planning. Retirement planning.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Wealth Accumulation 52

Integrity Financial Planning

FEBRUARY 10, 2023

When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. 1] However, wealth transfer is not just for the wealthy; it’s for everyone with something to leave behind for the next generation.

Estate Planning 95

Estate Planning Communication Education Financial Planning 95

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included? Advisors often ask me whether they should list their job title and firm name in their headline.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Darrow Wealth Management

OCTOBER 23, 2023

Of all the types of assets, real estate is usually the most emotional. Federal and state estate tax implications are different Another caveat to keep in mind is that the tax treatment for someone inheriting a home is different from any possible federal or state estate/inheritance tax that may be due.

Taxes 78

Taxes Distribution Estate Planning Wealth Management 78

eMoney Advisor

APRIL 4, 2023

Subjects like saving, compounding interest, and the benefits of asset diversification can become increasingly more complex as the children age and mature. Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success.

Education 97

Education Financial Advisor Clients Planning 97

WiserAdvisor

MARCH 19, 2024

Diversification across different asset classes and geographical regions can help spread risk and safeguard against localized downturns. Wealthy individuals are drawn to real estate investment for several reasons. This steady accumulation of equity serves as a vehicle for wealth creation and financial independence over the long term.

Investing 59

Investing Investments Financial Advisor Taxes 59

Darrow Wealth Management

AUGUST 28, 2023

On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Estate planning attorney The sale of a business is often a major financial change. Brokers Share Tips on How to Maximize the Sale Price appeared first on Darrow Wealth Management.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

International College of Financial Planning

APRIL 25, 2024

They possess a deep understanding of financial market dynamics and personal finance management, enabling them to assist clients in navigating the complexities of investing, retirement planning, tax strategies, and estate planning. From there, they collaborate with you to develop a tailored financial plan.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

WiserAdvisor

AUGUST 8, 2022

Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. It is evident that high-net-worth individuals need a good wealth manager.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52