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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. I heard anecdotally from a lot of the firms that the focus on millennials is kind of more of a marketing idea than an execution idea.

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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.

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. What is the Lifetime Gift Tax Exemption? million ($27.22

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies. Number 8860726.

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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

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What is an 83(i) Election and How Do You You File One?

Harness Wealth

In an effort to help employees manage their tax liabilities more effectively, the Internal Revenue Code offers provisions like the 83(b) election , which allows employees to pay tax on the fair market value of restricted stock at the time of its granting as opposed to vesting. Broad-based equity plan: At least 80% of U.S.-based

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