Abnormal Returns

FEBRUARY 24, 2025

morningstar.com) Carl Richards and Michael Kitces on whether a client should take time before coming on as a client. citywire.com) Government Social Security is not rife with fraud. How to do better for clients. kitces.com) Working with UNHW clients is more complex.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

Steve Sanduski

JULY 15, 2025

If you are advising clients with global exposure, supply chain risk, or dollar-based portfolios, this conversation is your blueprint for spotting how economic statecraft often moves markets before headlines do.              . government that creates chokepoints. government? That the U.S. or much higher taxation.

Portfolio 52

Portfolio Government Economics Economy 52

The Big Picture

JANUARY 8, 2025

His firm runs over $10 billion in client crypto assets. The way I think of it is the first way that investors can store wealth in a digital format without relying on any government or any bank. government has 36 trillion of debt and is printing another trillion every 90 days. Well, it’s great to be here.

Assets 130

Assets Banking Investing Investments 130

Indigo Marketing Agency

JULY 5, 2025

Compliance is not a “set it and forget it” part of your business; instead, it should play an active role when crafting financial services marketing materials, client communication, blog posts, etc. Staying compliant not only protects your clients, but it also protects your reputation and integrity as a financial advisor.

Compliance 52

Compliance Consulting Financial Advisor Marketing 52

Harness Wealth

APRIL 17, 2025

Your home office must serve as either your principal place of business, a space for meeting clients, or exist as a separate structure dedicated to business activities. The deductibility of legal fees is governed by specific guidelines based on their purpose and relationship to business operations.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Yardley Wealth Management

DECEMBER 3, 2024

As a financial planner, your guidance is essential in helping clients minimize risks and maximize financial benefits. Management and Control Sole proprietorships and partnerships offer direct control, while corporations and LLCs require formal governance. This choice affects taxes, liability, management, and operational flexibility.

Compliance 40

Compliance Financial Planner Taxes Wealth Management 40

Nerd's Eye View

JANUARY 29, 2025

A well-crafted operating agreement begins with defining the firm's governance structure. Ensuring that governance, compensation, and growth strategies align with the firm's goals lays a strong foundation for long-term success.

Distribution 130

Distribution Government Financial Advice Planning 130

Nerd's Eye View

JANUARY 29, 2025

A well-crafted operating agreement begins with defining the firm's governance structure. Ensuring that governance, compensation, and growth strategies align with the firm's goals lays a strong foundation for long-term success.

Distribution 130

Distribution Government Financial Advice Planning 130

International College of Financial Planning

JUNE 5, 2025

Clients were all about one thing: performance. And if you haven’t changed with it, well your clients have already moved on. A New Avatar of Client Take Abhay Mehta – 29 years old, heir to a ₹2,700 crore family business in Mumbai. The client is overwhelmed. Lets be real for a moment. Often fast. Sometimes all in one.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

The Big Picture

JULY 1, 2025

There’s interesting clients, there’s quite a lot of us partners there. I mean, I was in Zurich, but I was serving a lot of the European clients. But then it’s up to the client to implement it. So Bain does a lot of due diligence for private equity clients. Why don’t you go to Zurich, for example?

Investing 144

Investing Investments Consulting Insurance 144

SEI

JULY 15, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. Portfolio diversification: BDCs offer exposure to private credit and equity markets that are otherwise difficult to access for most retail clients. Advisor considerations.

Distribution 52

Distribution Taxes Wealth Management Communication 52

SEI

JULY 9, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. Proactive, high-touch client experience: Communication and transparency. Our client portfolio managers explain how we deliver an outstanding client experience.

Communication 40

Communication Clients Wealth Management Financial Services 40

Indigo Marketing Agency

MAY 15, 2025

SEO Services for Financial Advisors: 5 Ways to Boost Your Online Visibility and Attract More Clients Of course you have a strategy around SEO services for financial advisors right? Here are a few critical actions every smart SEO strategy for financial advisors should include to boost visibility on the SERPs and attract more clients.

Financial Advisor 52

Financial Advisor Clients Media Planning 52

Trade Brains

NOVEMBER 3, 2024

Furthermore, as technology advances, these sectors attract significant investments and government support. The Indian government’s focus on the Swachh Bharat Mission and stricter regulations drive this sector’s growth. The government’s PLI schemes and Make in India initiative fuel rapid expansion in this space.

Electronics 52

Electronics Manufacturing Government Management 52

The Big Picture

NOVEMBER 26, 2024

His firm runs over $10 billion in client crypto assets. He is the chief investment officer at Bitwise Asset Management, the firm manages over 10 billion in client assets in crypto. government acquiring one million Bitcoin. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan.

Investing 144

Investing Investments Assets Retail 144

NAIFA Advisor Today

APRIL 30, 2025

Erica McQuade is a government relations expert specializing in federal lobbying and advocacy. Erica is a featured speaker at events like the NAIFA Womens Financial Security Fly-In, where she empowers women financial professionals to advocate for their clients and communities.

Financial Services 52

Financial Services Government Clients 52

Carson Wealth

JUNE 27, 2025

The Role of Professional Financial Advisors in Crisis Management Consulting with a financial advisor who specializes in serving high-net-worth clients is a good step toward securing your future. Staying informed and prepared can aid you in adapting to changing market conditions and personal circumstances.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Midstream Marketing

JANUARY 19, 2025

They indicated that the "Testimonial Rule" applied to literally any public commentary on social media that was made directly by a client or a third party where the financial adviser or representative played either a direct or indirect role in obtaining or requesting said testimonial.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

The Big Picture

MARCH 4, 2025

I literally sat next to the, the managing director that I worked for and would listen in on all the client calls and sort of, you understand much more quickly how to handle specific situations. So that has definitely driven a lot of activity overall and something that we spend a lot of time talking about with our, with our clients.

Banking 130

Banking Economy Startup Marketing 130

SEI

JULY 15, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. For clients with significant capital gains and long-term horizons, these strategies remain critical tools in tax-aware investment planning. Get the latest insights.

Investing 52

Investing Investments Taxes Wealth Management 52

SEI

JULY 14, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. CLOs typically offer higher yields than comparably rated government and corporate bonds.

Assets 52

Assets Wealth Management Investing Investments 52

Nerd's Eye View

JULY 16, 2025

Ultimately, while many of the individual provisions under OBBBA are relatively minor changes from existing law, together they represent a substantial shift in tax policy – one that adds a significant amount of complexity to tax planning with the number of new deductions, phaseout rules, and effective dates governing OBBBA's provisions.

Tax Planning 246

Tax Planning Taxes Planning Accounting 246

Investing Caffeine

MAY 1, 2025

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe Here to view all monthly articles.

Media 52

Media Economy Investing Investments 52

Tobias Financial

MARCH 11, 2025

government on goods from Canada, Mexico, and China have contributed to investor concerns, leading to market declines. This is a representation of a general case scenario, however individual client timeline and experience may vary due to ones unique circumstances. Recently, tariffs implemented by the U.S.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52

The Big Picture

APRIL 29, 2025

They sent you out to clients very early on in your career, and you also got people management skills pretty early on. And as a result, I got hired away by one of Anderson’s clients, which was Aetna. And as part of that deal with the Dutch government, ING agreed to sell off the US properties.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

JULY 10, 2025

Clients rent the entire phone farm. “Their client list is actually mostly Web2,” Wilton revealed. Biometrics and government IDs can also be spoofed. He visited two remote locations. “They have no interest in anybody knowing,” he noted. The operation sells access too. K-pop labels rent it to inflate views.

Distribution 84

Distribution Ethics Accounting Clients 84

The Big Picture

FEBRUARY 25, 2025

So the combination made us a consequential investment client for Wall Street as Wall Street was just coming into doing serious research on individual companies and industries. One is that I knew from my own personal experience, I had no ability to get my clients to tell me what I was doing right or wrong. Federal government.

Investing 157

Investing Investments Management Engineering 157

Trade Brains

JULY 6, 2025

Alkosign Limited was established in March 2020 in Thane and manufactures and sells visual presentation systems such as writing boards, display boards, notice boards, school furniture, and accessories, serving educational institutions and commercial clients across India Dynamic Cables Limited With a market capitalization of Rs.

Manufacturing 93

Manufacturing Education Investment Advisor Investing 93

Harness Wealth

MARCH 20, 2025

Limited exceptions are made for specific professions, including performing artists, government officials, and military reservists, who can still qualify under certain circumstances. Travel expense deductions Travel expenses incurred for business purposes (such as meeting clients or attending conferences) are also deductible.

License 52

License Taxes Insurance Consulting 52

Investing Caffeine

NOVEMBER 3, 2024

Our government simply spends too much money and doesn’t collect enough (tax receipts) to cover those expenses ( see chart below ). There’s plenty of room for improvements in our country’s policies, but there’s a reason the U.S. dominates in creating the largest and most profitable multi-trillion companies in the world.

Economy 52

Economy Economics CFP Government 52

Truemind Capital

JULY 18, 2025

Ahead of elections, the government reduced spending, and the RBI tightened liquidity by Rs 3–4 lakh crore to support the rupee. We are advising clients to avoid fresh property purchases at this stage. As we recall, the BSE Sensex corrected by 8.3% between October 2024 and March 2025. However, real estate overall has become expensive.

Financial Market 52

Financial Market Marketing Marketing Portfolio 52

Random Roger's Retirement Planning

MARCH 2, 2025

XME is a client holding. I am unfamiliar with the part of the SSA website where this is done but my experience with fire related government websites is that they are designed very poorly and require reentering credentials many times in the process of doing whatever needs doing. Here's a longer term chart.

Taxes 52

Taxes Portfolio Assets Accounting 52

Investing Caffeine

DECEMBER 2, 2024

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in AAPL, AMZN, MSFT, GOOGL, META, TSLA, NVDA, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in CSCO, GE, XOM, INTC or any other security referenced in this article. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Valuation Economics 52

Steve Sanduski

JUNE 18, 2025

On today’s show, Daniel Crosby and I explore the science behind persuasion and decision-making and how advisors can help their clients build more positive connections between their feelings, their financial plans, and their lives.            . Orion’s five-part framework for having difficult conversations with clients.

Clients 52

Clients Financial Planning Financial Advice Numbers 52

Nerd's Eye View

MAY 21, 2025

It also creates a new type of savings account for children – Money Account for Growth and Advancement, or "MAGA" accounts – which the Federal government would automatically open and fund with $1,000 for every US citizen born from 2025 through 2028!

Taxes 247

Taxes Accounting CFP Planning 247

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

And so I decided I wanted to be a labor economist and got myself a job with a prestigious economic consulting firm in their labor economics department doing all kinds of government related work, private sector, but government related work. My biggest client turned out to be the Merrill Lynch Investment Strategy Group.

Numbers 144

Numbers Investments Investing Economics 144