Wealth Management

AUGUST 6, 2025

Founder and wealth advisor Joshua Manwaring leads the acquired firm, specializing in financial planning, retirement income planning, and tax and estate planning. It ranks among the top M&A acquirers in the space by deal volume, according to a recent report by consultancy Marshberry.

Estate Planning

Wealth Management

JULY 31, 2025

Louis Diamond , CEO, Diamond Consultants July 31, 2025 There are plenty of stories about advisors going independent, but few are as honest, candid, or humble as this one. Raymond James Practice Mercer Advisors Lands $1.2B And as a next-gen leader himself, Louis has a passion for representing complex multi-generational teams.

Wealth Management

Wealth Management

AUGUST 14, 2025

Mindy Diamond , Chairman of the Board, Diamond Consultants August 14, 2025 In our world, most firms are focused on growth. However, they often overlook one of the biggest and most significant opportunities:  women. That includes women as clients, who are expected to control two-thirds of all wealth over the next decade.

Financial Advisor

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

Wealth Management

Wealth Management

AUGUST 4, 2025

Related: 401(k) Real Talk Episode 161: July 30, 2025 Allowing service providers, investment managers, advisors and consultants to act as PPPs can create conflicts, while their experience can vary wildly. “It It is the Wild West,” stated Pete Swisher, co-founder and managing partner at Group Plan Systems.

Estate Planning

Wealth Management

AUGUST 13, 2025

Ms Siracuse is a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms. Previously, Liz was a principal owner of the investment manager, Trevor Stewart Burton & Jacobsen Inc., In addition, Ms.

Wealth Management

Wealth Management

JULY 2, 2025

Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies—with a heavy emphasis on marketing—for financial services firms, RIAs, and FinTech companies. Read more about: Wealth Management EDGE Tech for Growth About the Author Anthony M.

Wealth Management

Wealth Management

AUGUST 13, 2025

After more than 20 Zoom calls with prospective buyers, Reiches, her team and hired consultants narrowed the list down to four firms. It included taking a succession planning program held by Charles Schwab, interviewing multiple consultants and attorneys to find the right partners, and doing extensive due diligence on the final offers.

Valuation

Tobias Financial

JUNE 2, 2025

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

Estate Planning

Wealth Management

AUGUST 5, 2025

Alge was previously the firm’s divisional vice president and helped develop the firm’s practice consulting program. In the past several years, Touchstone entered the ETF market with 10 actively managed funds (launching three in the last six months), and grew managed assets to $30 billion.

Wealth Management

Wealth Management

JUNE 10, 2025

Louis Diamond , CEO, Diamond Consultants June 10, 2025 4 Min Read As summer approaches, it’s easy to drift into vacation mode. About the Author Louis Diamond CEO, Diamond Consultants Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms.

Wealth Management

Wealth Management

AUGUST 14, 2025

Jason Diamond , President, Diamond Consultants August 14, 2025 4 Min Read Anthony Devlin/Getty Images News/Getty Images It’s challenging to keep up with the dizzying number of mega-advisor moves in recent months, particularly those to and from the four wirehouse firms (Morgan Stanley, Merrill, UBS, and Wells Fargo).

Estate Planning

Wealth Management

JULY 10, 2025

Related: Montis Financial: Creating a Raving Fan Experience Also, the people and consultant ecosphere was smaller, and it was very challenging, either externally or internally, to find the experts that we needed in order to build as quickly as we wanted.

Wealth Management

Wealth Management

JULY 1, 2025

I took the chance to recharge a bit; I did some advisory, coaching, consulting work. Most recently, he was serving as head of the wealth management business and chief marketing officer. When I left the firm, after about 10 years, frankly, it was time to take a break. This opportunity with Choreo really stood apart.

Wealth Management

Wealth Management

AUGUST 5, 2025

The firm is led by managing partners and senior financial consultants Michael Ott, Brent Spicuzza, and Pete Donovan. Summit was founded in 2016 as an RIA after breaking away from AXA Advisors, which is now Equitable, according to regulatory filings. It works with individuals, families and institutional clients and has 11 office locations.

Wealth Management

Wealth Management

JULY 15, 2025

Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting. Levine Group founder Michael Levine will join the firm and work with Mike Schneider, president of NFP’s Central and West regions. Trevor Coe and Zach Levine, Michael’s son, will also join.

Planning

Wealth Management

JULY 25, 2025

They have access to LPL’s wealth management platform, business resources, branch management support, a dedicated marketing consultant, a technology consultant and a service team. Advisors under the Linsco model retain their market-facing identity but are W-2 employees of the broker/dealer.

Recruitment

Wealth Management

AUGUST 11, 2025

At the most recent 401kCafe webinar ( passcode= H&L61ZwF ) with a plan sponsor who recently conducted an advisor RFP for their RPA, with whom they liked, explained why her organization decided to conduct an RFP and hire a knowledgeable third-party consultant.

Estate Planning

Wealth Management

AUGUST 5, 2025

Sterling brings the objectivity, scale and cross-border expertise that RIAs need to meet the complex estate planning needs of today’s high-net-worth families, while staying true to the advisor-first ethos that defines our ecosystem.”

Investments

Advisor Perspectives

MAY 28, 2025

Estate planning. Insurance consulting. Succession planning. In the race to stand out, many financial advisors have expanded their service offerings. Tax strategies. The thinking is simple: More services signal more value.

Communication

Wealth Management

JUNE 20, 2025

Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.

Wealth Management

Carson Wealth

JANUARY 8, 2025

Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management. This support can be important in maintaining discipline and making rational decisions amidst market fluctuations.

Financial Advice

Yardley Wealth Management

NOVEMBER 12, 2024

By planning for the unexpected, you can be confident that your family is prepared to weather any storms. Create a Will and Estate Plan Estate planning allows you to outline precisely how your assets should be distributed and how your children should be provided for if you’re no longer there.

Financial Planning

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan.

Estate Planning

Harness Wealth

JULY 31, 2025

These changes touch everything from estate planning to gig economy reporting—and they demand more than reactive form filing. The impending TCJA sunset in 2026 necessitates immediate planning , particularly for high-net-worth clients who may face significant changes in tax treatment, and estate planning options.

Taxes

Harness Wealth

NOVEMBER 12, 2024

However, for individuals who generate 1099 income from consulting, a small business, or other professional activities can capture tax savings from contributing significant portions of their net profits to tax-advantaged retirement accounts such as SEP IRAs or Solo 401(k)s.

Tax Planning

Wealth Management

JUNE 11, 2025

But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc. Ratner Charles L. See more from Charles L.

Wealth Management

Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances. It is for information and planning purposes only.

Planning

Yardley Wealth Management

JANUARY 21, 2025

Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. We offer personalized financial planning services tailored to your unique goals and circumstances. The team at Yardley Wealth Management is here to help.

Financial Planner

Wealth Management

AUGUST 4, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 4, 2025 2 Min Read Emily Field LPL Financial has hired a new chief people officer from consultancy McKinsey & Company, the week after announcing the close of a deal for Commonwealth Financial Network that adds 3,000 financial advisors to its network.

Estate Planning

Darrow Wealth Management

MARCH 13, 2025

In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) or putting shares in trust to maintain some control while removing the value from your estate.

Management

Inside Information

JANUARY 31, 2025

In one of my periodic e-messages to my mailing list (more than 8,000 advisors currently) I repeated a complaint that I constantly hear from Joel Bruckenstein and other leading tech consultants. My take is that its become too easy for the software companies and consultants to complain about slow tech adoption in the advisor marketplace.

Risk Tolerance

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Estate planning. Create an estate plan.

Financial Planning

Zoe Financial

JUNE 18, 2025

Estate planning: Structuring financial matters to align with personal preferences and long-term objectives. For high earners, protecting wealth can also involve asset protection strategies, tax-efficient structures, and legacy planning to help ensure long-term financial stability. Ready to Grow Your Wealth?

Insurance

MainStreet Financial Planning

NOVEMBER 8, 2024

Consult with a tax professional to navigate the complexities and avoid wash-sale rules. Always consult with a tax professional, ( we happy to help you as well ) to tailor these strategies to your personal circumstances and ensure compliance with current tax laws.

Taxes

Zoe Financial

JUNE 20, 2025

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. Always consult a qualified financial advisor or tax professional before implementing any financial strategy. They are not real clients and are intended solely for educational purposes.

Retirement Planning

Harness Wealth

AUGUST 13, 2025

This article explores how these enduring changes create exceptional opportunities for tax reduction across estate planning, business ownership, and real estate investment—and why timely implementation is crucial. Estate planning opportunities under the new legislation Estate planning is a major component of the OBBB.

Taxes