Wealth Management

JULY 18, 2025

Another is working with clients across adjacent areas, including estate planning and tax strategies. Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 10 Min Read The struggle is real. When it comes to what Mariner can offer younger advisors, Corbett points to a few interlinked areas.

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Wealth Management

JULY 18, 2025

QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. In that time, it has grown to 22 employees, 539 clients and $2.2 billion in discretionary and non-discretionary assets.

Accounting 263

Accounting Taxes Estate Planning Wealth Management 263

Wealth Management

JUNE 10, 2025

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Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

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 147

Wealth Management Retirement Planning Assets 147

Wealth Management

JULY 15, 2025

Prior to attending social gatherings, I often prepare by thinking of some smart, exciting and even sexy responses – like talking about valuation metrics and how company ABC is isolated from tariffs and that if it reaches $50 it’s going to break through to $75.

Wealth Management 213

Wealth Management Portfolio Estate Planning Asset Allocation 213

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. Tax and estate planning considerations are important during this stage; for example, we work with many clients to create trusts to hold business interests in a manner that will serve them well down the road.

Planning 52

Planning Estate Planning Clients Startup 52