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Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

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What to Do When a Parent Dies and You’re the Executor

Darrow Wealth Management

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. The estate account will need to get a separate Employer Identification Number (EIN). Get help with valuation and stepped-up basis An estate’s value is determined as of a point in time, typically the date of death.

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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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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Bharti Hexacom IPO Review 2024 – GMP, Financials And More

Trade Brains

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. Keep reading to find out! Investment Rs.

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A Complete Guide to RIA Succession Planning with Paul Blease

Steve Sanduski

Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition. How to communicate your succession plan to your most valued clients so that they don’t jump ship.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Take a debit or credit card number over the phone. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.