Remove Communication Remove Magazine Remove Taxes
article thumbnail

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors.

article thumbnail

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

article thumbnail

What Are the Best Asset Classes for Active Management?

Wealth Management

She cites ETFs’ accessibility, transparency, liquidity, tax efficiency and low cost. Infrastructure includes communications, data centers, utilities, satellites, transportation and energy pipelines.

Assets 146
article thumbnail

The 15 Best Financial Podcasts For Women

Clever Girl Finance

She has also been featured in a ton of major publications such as Dr. Oz, Fox & Friends, Essence Magazine, and Cosmopolitan. On this podcast, Laura simplifies many finance topics such as investing, taxes and credit into segments that are under 30 minutes. Fortunately, you don’t have to avoid those uncomfortable conversations.

article thumbnail

How to Help Women With Blended Family Estate Plans

Wealth Management

Even the most meticulously crafted estate plans can unravel without clear communication, legal clarity, guidance and an understanding of the underlying family dynamics. Related: Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP To prevent this, advise your clients to discuss their estate plans early and openly.

article thumbnail

Transcript: Michael Lewis on ‘Who is Government’

The Big Picture

Oh yeah, no, it was, it was like they, they didn’t want to, and I, of course was going through communications as officials and they never respond properly, but his name was Ron Walters. If he had done this in business, he’d be like on the cover of business magazines and giving lectures for money on the lecture circuit.