Nerd's Eye View
JULY 25, 2025
While some of these gains can be attributed to strong market performance, firms also boosted their organic growth during the year, with firms with less than $250M AUM showing 9.2% in 2024 , with revenue up by 17.6%. net organic growth and larger firms seeing 5.0% growth (while RIAs as a whole also maintained a 97% client retention rate).
Harness Wealth
JULY 31, 2025
Since QSBS tax benefits only apply to shares acquired directly from the company (not through secondary market purchases), founders receiving their initial stock grants are perfectly positioned to qualify. Instead, think about donating other appreciated assets to charities while keeping QSBS shares for non-charitable recipients.
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Nerd's Eye View
JANUARY 22, 2024
While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients.
MainStreet Financial Planning
DECEMBER 19, 2022
Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Bunch donations. Donate directly from your IRA.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information).
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Lower Values in Capital Markets. Wed, 04/01/2020 - 09:31.
eMoney Advisor
JANUARY 31, 2023
When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity.
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