Wealth Management

JUNE 27, 2025

In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present).

Estate Planning 274

Estate Planning Marketing Marketing Wealth Management 274

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning 235

Financial Planning Sales Planning Retirement 235

Nerd's Eye View

NOVEMBER 4, 2024

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

Estate Planning 243

Estate Planning Planning Communication Clients 243

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.

Financial Advisor 259

Financial Advisor Estate Planning Wealth Management Financial Planning 259

Nerd's Eye View

APRIL 8, 2025

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Nerd's Eye View

JULY 8, 2025

billion in assets under management for 630 client households. million to more than $10 million in 2025 alone) thanks in part by attracting clients who have engaged with his educational YouTube videos. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3

Education 130

Education Clients Financial Advisor Assets 130

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Nerd's Eye View

JUNE 24, 2025

Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. My guest on today's podcast is Griffin Kirsch.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Nerd's Eye View

JUNE 17, 2025

billion in assets under management for 1,800 client households. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5

Clients 163

Clients Financial Advisor Assets Financial Services 163

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JUNE 10, 2025

on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business.

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JULY 10, 2025

We will be launching their new client portal here shortly this summer. We have one firm that we acquired, GMAG , that uses Addepar, and it’s incredibly important to their client experience. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Nerd's Eye View

NOVEMBER 12, 2024

Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.

Clients 130

Clients Financial Advisor Marketing Marketing 130

Wealth Management

JUNE 30, 2025

Edward Jones has over $50 billion in assets in its UMA business. Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. David Bodamer , Editorial Director , WealthManagement.com June 30, 2025 2 Min Read Jerome Wilson / Alamy Stock Photo St.

Management 165

Management Wealth Management Estate Planning Clients 165

Wealth Management

JUNE 23, 2025

Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

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. David is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. It’s also an opportunity with not one but two, built-in time-sensitive calls to action by the client.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Nerd's Eye View

MARCH 25, 2025

AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households.

Financial Advisor 130

Financial Advisor Clients Recruitment Certification 130

Nerd's Eye View

APRIL 7, 2025

Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Nerd's Eye View

MAY 13, 2025

In this episode, we talk in-depth about how Ed identified the 1986 Tax Reform Act as an opportunity for him as young accountant to dig into the new rules regarding IRAs (that older accountants weren’t interested in touching), how Ed was able to significantly raise his fees in his accounting practice with little pushback from clients by focusing (..)

Financial Advisor 190

Financial Advisor Accounting Education Estate Planning 190

Carson Wealth

JUNE 27, 2025

Financial planning should ideally involve every area of your financial life because they are all interrelated. Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Wealth Management

JUNE 12, 2025

She cites ETFs’ accessibility, transparency, liquidity, tax efficiency and low cost. Regardless of where inflation is at, clients should own a piece of gold or natural resources. John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat.

Assets 162

Assets Management Wealth Management Estate Planning 162

Nerd's Eye View

MARCH 18, 2025

So, whether you're interested in learning about attracting high-net-worth business-owner clients, how to handle the topic of concentration risk with entrepreneur clients, or strategies for receiving valuable and actionable client feedback, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ali Nasser.

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

The Big Picture

MAY 20, 2025

So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done.

Management 130

Management Numbers Transportation Accounting 130

Wealth Management

JUNE 9, 2025

Big discussions about the use of AI to improve efficiencies as most record keepers are looking to service more plans without increasing staff, something Ascensus is focused on, according to Anthony Bologna, national sales director, who said clients gave higher satisfaction scores when AI is used to answer questions.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

The Big Picture

FEBRUARY 4, 2025

That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales. And of course all this is subsidized and ultimately paid for by the Danish taxpayers.

Economy 257

Economy Banking Economics Taxes 257

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. 1, 2020, Martin’s executor filed an estate tax return, Form 706. Commissioner, T.C. Notice of Deficiency On Oct. million to Maria.

Taxes 165

Taxes Wealth Management Estate Planning Distribution 165

Wealth Management

JULY 11, 2025

Is a Roth Conversion Worth It for All Clients? The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. Some law firms now offer clients a traditional trust vehicle tailored to just hold actively traded cryptocurrency.

Wealth Management 228

Wealth Management Estate Planning Assets Fiduciary Duty 228

Wealth Management

JUNE 11, 2025

Today, women aren’t just beneficiaries; they’re trustees, fiduciaries and stewards of complex estate plans often involving multigenerational wealth. In my practice representing high-net-worth clients in estate and trust disputes, I often see how expectations, emotional baggage and vague documents can turn estate plans into battlegrounds.

Estate Planning 225

Estate Planning Planning Wealth Management Fiduciary Duty 225

Wealth Management

JUNE 11, 2025

The discussion also focused on the issue of improving the Internal Revenue Code Section 199A tax rates for pass-through entities, which 80% of family-owned businesses, including women-owned businesses, use as operating structures. Pat Soldano is now the Managing Director of Client Service for the firm’s Western Region.

Wealth Management 147

Wealth Management Management Estate Planning Planning 147

Nerd's Eye View

JUNE 2, 2025

Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M

Financial Planning 130

Financial Planning Clients CFP Planning 130

Wealth Management

OCTOBER 4, 2023

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Retirement Planning 354

Retirement Planning Planning Retirement Taxes 354

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.

Taxes 246

Taxes Financial Planning Clients Financial Advisor 246

Nerd's Eye View

OCTOBER 23, 2024

Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financial planning to add-ons like tax preparation).

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies.

Financial Advisor 243

Financial Advisor Clients Financial Planning Tax Planning 243

Nerd's Eye View

SEPTEMBER 16, 2024

However, because many next-generation clients such as those who are Millennials and Gen Zers are still building their assets up, paying $10,000 or more in advisory fees each year may not be feasible for them… at least not yet. robo-managed portfolios) at a lower fee.

Clients 246

Clients Planning Tax Planning Management 246