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As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirementplanning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)
According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. One is training programs and peer groups.
Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
Related: M&A Advisory Gladstone Launches $500 RIA Seller Connection Service NFP Buys Wealth and Retirement Firm Levine Group Aon-owned NFP has acquired a former Kestra Holdings-affiliated firm based in Brentwood, Tenn. Levine Group will join NFP, which does wealth management, retirementplan advice, insurance and benefits consulting.
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. Let’s say your planning tool doesn’t integrate with your CRM. Use Case 2: Agentic AI Between Disconnected Systems Today, most firms are burdened by the tyranny of software silos. No problem.
We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Is a Roth Conversion Worth It for All Clients?
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Related: Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners Wood had previously advised on client assets of about $502 million and said communication and planned moves for those clients were going well so far. Summit Financial Adds Four Firms Totaling $1.2B
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B
In this episode of the RIA Edge Podcast, Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning, which have far more profound impacts on client outcomes than marginal tweaks to an allocation model or changes in asset managers and investment funds.
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Keeping it safe, growing it wisely, and using it to support your future takes careful planning. It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. Yet, many people put it off. The good news?
Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estateplanning 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.
It’s not the start of a bad joke but a real challenge in communication. This can come from dividends, interest, rental income, and distributions from brokerage or retirement accounts. For example, if funds are invested in a brokerage or retirement account, they may generate dividends or interest, which contribute to total earnings.
In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process. We’ve got nonstop communication internally on how this works and who it impacts. Do you have an estateplan?
Infrastructure includes communications, data centers, utilities, satellites, transportation and energy pipelines. Tyler Rosenlicht, a senior vice president at Cohen & Steers, said infrastructure and natural resources were two examples that illustrate where active management can add value.
Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.
Or are you focusing on older people who are concerned about estateplanning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. RetirementPlanning: Give tips on how to save for retirement.
Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.
We often work with childfree clients (also known as “solo agers”) who are evaluating the financial viability of retiring where they currently live—or considering relocating to a more affordable area. For some, that may mean moving to a place where they have no family, no close friends, and no existing community.
And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
As a Christian, your estateplan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estateplanning? W hat important factors should Christians consider when estateplanning?
Do you specialize in retirementplanning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estateplanning tips. Including video marketing in your plan can improve communication with clients. Each client is different.
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.
Has it been nearly a decade (or more) since you and your spouse updated your estateplan? If so, there’s a good chance your plan includes the classic “AB Trust” structure, which—prior to 2011—was the primary way for married couples to double the value of their federal estate tax exemptions. Submit a form.
Estateplanning 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.
Understand the basics first, and then create an estateplan. Wills and trusts are both important estateplanning tools with important differences. Many people may not know that their will does not control who inherits all of their assets, such as retirement accounts, life insurance, and annuities.
theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. citywire.com) Why retiring advisers often have second thoughts. thinkadvisor.com) UHNW individuals don't want to talk about traditional retirement. Then explain how you will address them."
Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. citywire.com) Retirement Spending in retirement is a dynamic process. What comes next? thinkadvisor.com)
Which means that on any given workday, advisors might find themselves reviewing one client’s portfolio and another’s estateplan 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.,
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 (..)
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estateplanning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
While there are certainly ways to do estateplanning without a lawyer, for most people hiring an estateplanning attorney makes the most sense. Estateplans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.
The Imperative of EstatePlanning: Not Just for the Affluent Often, there’s a prevailing misconception that estateplanning is a luxury reserved for the wealthy elite. Real estateplanning is a crucial undertaking that every adult and family should prioritize.
While a financial plan focuses on managing your finances during your lifetime, an estateplan is essential for determining the fate of your assets after you pass away. Estateplanning involves the transfer of your assets to your heirs in the event of your passing.
This is a common way to target an individual’s retirement savings. Retirement savings are a limited pool of money, and keeping track of expenditure can ensure optimal utilization and establish sensible spending habits. Help the elderly with estateplanningEstateplanning is an integral component of financial advice for seniors.
Starting Out clients are likely to be digitally-fluent, so putting this type of responsibility on them isn’t overly burdensome and can create major efficiencies in your planning processes. Holistic planning will be a valuable way for you to address this broad range of needs.
Our team has a wealth (pun intended) of knowledge ranging from: Debt payoff plans Experience with government employees, including both military and civilian Evaluating equity compensation Helping small business owners Working with individuals who are widowed or divorced.
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirementplanning, wealth preservation and estateplanning.
This is a great reminder to take a breath and focus on communication. Recently, I’ve been helping two relatives since I’m the family member closest to them with both financial skills and healthcare experience (retired hospital administrator married to a retired nurse).
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