Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.

Investments

Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.

Clients

Indigo Marketing Agency

JULY 5, 2025

5 Compliance Tips From a Financial Advisor Marketing Consultant Whether you’re creating a new website , publishing a blog post , or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. Keep organized records. Don’t stress, Indigo is here to help!

Compliance

Wealth Management

AUGUST 13, 2025

Fox , Founder , Two Hawks Consulting, LLC August 13, 2025 6 Min Read James Thew/Hemera/Thinkstock A widely cited 2022 Spectrem Group study revealed that 93% of clients sought estate planning advice from their financial advisors—yet less than one in four (22%) felt they were receiving it. Fox Founder, Two Hawks Consulting, LLC Randy A.

Estate Planning

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. " Brennan’s response?

Estate Planning

Nerd's Eye View

JUNE 18, 2025

This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

Taxes

Wealth Management

AUGUST 13, 2025

Previously, Liz was a principal owner of the investment manager, Trevor Stewart Burton & Jacobsen Inc., In addition to managing portfolios and client relationships, she led the firm’s equity research activities and stock selection of the investment committee. In addition, Ms.

Wealth Management

Wealth Management

AUGUST 1, 2025

Here’s our Word on WealthTech for five recent headlines (plus a bonus): BNY Taps iCapital to Beef Up Its Alternative Investment Capabilities iCapital’s recent integrations into BNY and Orion is part of a mega trend pushing alts to the forefront of how both large and small advisory firms manage portfolios.

Estate Planning

Wealth Management

AUGUST 13, 2025

billion registered investment advisor she co-founded in 2005 , they didn’t choose the highest offer, but she believes they chose the best one. After more than 20 Zoom calls with prospective buyers, Reiches, her team and hired consultants narrowed the list down to four firms. The sale of the Skokie, Ill.-based

Valuation

WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. What is self-investing, and what are its pros and cons?

Financial Advisor

Carson Wealth

JULY 16, 2025

Let’s be honest—investment terminology can sound like a foreign language. Here’s the good news: You don’t need an MBA to get smart about investing. Ready to make sense of confusing investment terms and use them to your advantage? Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?

Investments

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. It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. And the best part? With that, enjoy the summer!

Wealth Management

Wealth Management

AUGUST 6, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 6, 2025 5 Min Read Larry Milton Mergers and acquisitions and advisor recruiting have stayed strong this summer in the registered investment advisor and broker/dealer space. Sanctuary Wealth has backing from Azimut, an Italian asset manager, and Kennedy Lewis Investment Management.

Estate Planning

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. 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

Estate Planning

Wealth Management

JULY 2, 2025

To prepare, firms must: Invest in clean, normalized data infrastructure Identify repeatable tasks that can be agentically delegated Train internal teams to supervise AI agents, not just manage software Rethink client experience in terms of context and continuity, not clicks and forms Because make no mistake: the borders are falling.

Wealth Management

Zoe Financial

JANUARY 28, 2025

What do these mean, and which is a sounder investment strategy? Weve simplified the differences between time in the market and market timing to explain the best investing strategies for investors. 2 Investing Is An Emotional Rollercoaster When it comes to investments, company stock prices and markets fluctuate wildly on a daily basis.

Marketing

Wealth Management

JUNE 10, 2025

on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. I have a variety of individuals that I'm constantly in consultation with." " Smith, who went from a zero-star high school recruit to Heisman Trophy-winning quarterback and No.

Wealth Management

Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

Taxes

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

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 Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Clever Girl Finance

DECEMBER 23, 2024

Save more during high-earning months When you have a lucrative month, allocate the extra income to savings, investments, or your emergency fund to cover leaner periods. Explore additional revenue streams like consulting, digital products, or online courses to create more stability. This will help you weather difficult seasons.

Budgeting

Trade Brains

JULY 4, 2025

Written by Manideep Appana Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

Portfolio

Trade Brains

JULY 13, 2025

Commonly used by value investors, it helps identify financially sound investment opportunities. A lower score suggests weaker financial health and may signal higher investment risk. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Manufacturing

Trade Brains

NOVEMBER 6, 2024

However, investors should consider both technical indicators and fundamental analysis before making investment decisions. Written By: Dipangshu Kundu Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

Banking

Tobias Financial

JUNE 18, 2025

Cryptocurrency Investment Scam In this scenario, individuals posing as cryptocurrency “mentors” or experts build trust by offering to help open investment accounts in Bitcoin or other digital assets. What appears to be a legitimate investment account is ultimately a façade and the funds are stolen. Communicate openly.

Financial Advisor

Yardley Wealth Management

JUNE 11, 2025

The post The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton appeared first on Yardley Wealth Management, LLC. So, while pullbacks can be unsettling in the short term, history suggests that staying invested and maintaining a long-term perspective can be beneficial. percent to +13.2

Investments

Nerd's Eye View

AUGUST 12, 2025

million in assets) generating revenue that exceeds his costs for holding the seminars in their first year with his firm alone.

Education

Trade Brains

JULY 1, 2025

crore was spent on hiring a consultant and other activities without the necessary board approval, which exceeded the management’s authorised spending limits. The treasuring section of Karnataka Bank is responsible for investments and processes foreign exchange (post transaction) and statutory reserves.

Banking

Wealth Management

AUGUST 11, 2025

Many resist, just like record keepers did in the past, claiming they can conduct benchmarking on themselves, something RPAs would never allow investment managers or record keepers to do. But the one thing advisors cannot do is benchmark themselves or conduct unbiased advisor RFPs.

Estate Planning

Carson Wealth

JANUARY 8, 2025

Behavioral Guidance and Emotional Support Investing often involves emotional decision-making, which can lead to impulsive actions during market volatility. Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management.

Financial Advice

WiserAdvisor

JUNE 18, 2025

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

Investments

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, July 5, 2024 9.

Marketing

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

Retirement

Nerd's Eye View

JULY 1, 2025

Libby is the founder of The Efficient Advisor, a financial advisor coaching and consulting business based in Loveland, Ohio, that's focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress. My guest on today's podcast is Libby Greiwe.

Clients

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. We will be launching their new client portal here shortly this summer.

Wealth Management

Trade Brains

JUNE 11, 2025

Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. The post ₹1.4

Electronics

MainStreet Financial Planning

NOVEMBER 8, 2024

Harvest Tax Losses If you have investments that have declined in value, consider selling them to offset capital gains from other investments—a strategy known as tax-loss harvesting. Consult with a tax professional to navigate the complexities and avoid wash-sale rules.

Taxes