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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Another is working with clients across adjacent areas, including estate planning and tax strategies. Related: $2.2B

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

Valuations tended to crash and burn very, very cheap valuations tended to do well. And then when we saw that the customization that the tax management, that all of that would be really appealing to not only our advisors but to our advisors clients. The, the tax side of it was a game changer. Right, right.

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Chemical stock jumps 4% after company’s net profit increases by 57% YoY

Trade Brains

81 crore, while profit before tax declined by 3.1 Profit before tax increased by 59 percent to Rs. Separately, commissioning of two production blocks under Site 5’s Phase 1 expansion is expected by the end of Q3FY26. However, Kotak raised concerns over Aether’s rich valuations. 240 crore in Q4FY25 to Rs. percent from Rs.

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Sunday links: when irrationality takes over

Abnormal Returns

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. tker.co) The U.S. yield curve has been inverted for a record amount of time. relies foreign born STEM talent.

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Stripe: IPO? Tender offer? What to know for 2023

Harness Wealth

How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe is facing a hefty tax bill associated with the equity compensation of its many employees.

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How financial advisors should approach succession planning

Nationwide Financial

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

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How Does Mrs. Bector’s Food Share Price Surge of 118% in a year Reflect Its Business Prospects?

Trade Brains

The profit after tax in Q3FY24 has also surged by 25 percent to ₹34.6 Bectors Food Specialities Ltd Huge Industry Tailwind With a forecasted growth rate of 9%, the retail bread and buns industry in India is expected to reach a valuation of Rs 76 billion by FY25, from its FY20 valuation of Rs 50 billion. crores from ₹27.8