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Practical Considerations in Tax-Efficient Distribution Planning

Advisor Perspectives

This article identifies 10 real-world considerations in tax efficient distribution planning from the perspectives of an academic (Wade Pfau, PhD), a practitioner (Joe Elsasser, CFP), and a CPA (Steven Jarvis).

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WisdomTree Distribution Leader Talks Advisors, Tokenization, ETFs

Advisor Perspectives

WisdomTree’s Head of Distribution, Americas, Joe Grogan, sat down with VettaFi to discuss the firm’s message to advisors, its digital assets and tokenization capabilities, model portfolios, and more at the recent ETF Exchange conference.


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Allianz Head of RIA Distribution Heather Kelly Departs Firm

Wealth Management

Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.”

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How to Increase the Value of a Distribution Business?

Integrity Financial Planning

Rather than acquire a target company, a savvy potential acquirer of a distributor could temporarily lower their price for whatever is being distributed and woo most of the target company’s customers without acquiring the company. It was a subsistence living, and Sheth was determined to build a more valuable company.

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Adviser links: forced distributions

Abnormal Returns

Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning.

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How Financial Advicers Can Write, Publish, And Distribute Their Own Book To Create A More Effective Impression On Prospective Clients

Nerd's Eye View

In this guest post, Michael Levin, a New York Times bestselling author and ghostwriter, writes about how financial advisors can make a more effective impression on prospective clients by writing, publishing, and distributing a book that establishes their authority, confidence, and, above all, trust.

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You Shouldn’t Always Delay IRA Distributions

Darrow Wealth Management

However, it doesn’t mean that delaying IRA distributions is the right move for everyone. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. The IRS may also require annual distributions during this window. When should you start taking money from IRAs?