Wealth Management

JULY 10, 2025

There’s so much going on as far as investment in that space, and firms like Addepar and Orion competing. About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

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Wealth Management

JULY 15, 2025

It also specializes in intergenerational wealth transfer, business succession and legacy planning. The RIA is Elevation Point’s seventh investment and second breakaway firm since it was started last year by former Sanctuary Wealth CEO Jim Dickson.

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Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

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Wealth Management

JUNE 25, 2025

Direct Indexing: Invesco JY: After evaluating various direct indexing solutions, our investment team decided on Invesco’s 130/30 strategy. But I think as of right now, we feel like Fidelity and Schwab are the big players in the space and feel good about them. As told to senior reporter Alex Ortolani and edited for length and clarity.

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Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Alex Ortolani , Senior Reporter June 17, 2025 2 Min Read Rob Sandrew (left) and Verne Marble join Mariner. The Overland Park, Kan.-based

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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.

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Wealth Management

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

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Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. based QBCo Advisory.

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WiserAdvisor

JUNE 13, 2025

In this article, we’ll walk through some of the most common investment mistakes retirees make. By spreading your investments across different asset classes like stocks, bonds, real estate, and alternatives, you reduce the impact of any one market struggling. A good estate plan ensures your assets go where you want them to.

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Midstream Marketing

OCTOBER 30, 2024

Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estate planning Their values and preferences To make a better referral program, it’s important to understand your ideal client. Learn what they like and what rewards they want.

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Wealth Management

JUNE 12, 2025

Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024.

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Steve Sanduski

DECEMBER 10, 2024

In a Nutshell: Great copy means you’ll never experience a failure to communicate. Your job is to transfer what you find to your website and client communication. Copy and messaging essentials and why your communication should “repel” some visitors. Great copy is simple.

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Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Discuss your situation with an investment adviser. What is a concentrated stock position?

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Zoe Financial

JUNE 18, 2025

It’s not the start of a bad joke but a real challenge in communication. In addition to salary, bonuses, and commissions, earnings also include investment income. For example, if funds are invested in a brokerage or retirement account, they may generate dividends or interest, which contribute to total earnings.

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Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. .” Do you have an estate plan?

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Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. This option is particularly valuable for businesses seeking to minimize current-year tax liability while investing in growth-oriented assets.

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Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.

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Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. And for those with equity compensation in the mix, some extra consideration is required. 200/share (today’s fair market value) – $188.44/share

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Midstream Marketing

NOVEMBER 6, 2024

Are you aiming at young workers who need help with investing? Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? This can show your skills in sustainable investing or share good feedback from happy clients. Who do you want to reach?

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Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

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Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. Some investors employed sophisticated tax planning strategies involving initial conversion of larger amounts followed by selective recharacterization of underperforming portions.

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Cornerstone Financial Advisory

MARCH 14, 2025

As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning?

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Midstream Marketing

DECEMBER 10, 2024

Once you have a solid list, separate it by what clients want or their investment goals. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Including video marketing in your plan can improve communication with clients.

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Yardley Wealth Management

FEBRUARY 11, 2025

To learn more about Yardley Wealth Management and Yardley Estate Planning, visit yardleywealth.net and yardleyestate.net. “We conduct business professionally,” Dittes explains. “Our team members are the face of the company, and many customers only interact with our field staff.

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Wealth Management

JUNE 11, 2025

Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.

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Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. Clear Communication: Have detailed conversations with your chosen healthcare proxy about your specific wishes. Ensure documents are easily accessible when needed.

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Carson Wealth

MARCH 27, 2025

A medical POA can help ensure that healthcare decisions are based on your choices and preferences, even if you cant communicate them yourself. Make investment decisions on your behalf. Ready to get started on your estate plan? File taxes on your behalf. Collect any debt payments owed to you. Manage any property you own.

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WiserAdvisor

JULY 1, 2025

Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according to their wishes. Whether you own an elaborate portfolio or a single family home, having a comprehensive plan in place can protect your legacy and provide peace of mind for your loved ones.

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Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communicate, Communicate, Communicate. Get in touch with us to find out how we can help you create a financial plan for your retirement and the future.

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Nerd's Eye View

NOVEMBER 21, 2022

Which means that on any given workday, advisors might find themselves reviewing one client’s portfolio and another’s estate plan in the morning, and having a meeting with a third client later in the afternoon. With this approach, the advisor can focus on particular planning areas (e.g.,

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Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. riabiz.com) Communication Having a public presence can be scary for advisers. investmentnews.com).

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Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

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Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

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Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

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eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? the better path lies in improving family communication and financial education. Estate Plan Basics. Executors and Trustees.

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Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

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