Estate Planning and Events - Financial Advisor Source

Unlocking Estate Planning Potential with Carried Interest

Wealth Management

JULY 30, 2025

With the exemption at historically high levels and the rules finally settled, general partners (GPs) in private equity and venture capital funds have the opportunity to secure meaningful estate tax savings by transferring carried interest before it appreciates.

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The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

Wealth Management

AUGUST 8, 2025

As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

JUNE 26, 2025

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

8 Ways to Torture Your CFO

Your Accounting Expertise Will Only Get You So Far: What Really Matters

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

JUNE 27, 2025

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Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

JULY 8, 2025

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Wealth Management

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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

JULY 2, 2025

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

JULY 2, 2025

They are also less likely to benefit from pension plans than their parents were, while 401 (k) plans were still not as widespread as they are today when this generation entered the workforce. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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The Word on WealthTech for July 2025

Wealth Management

AUGUST 1, 2025

It’s outside of financial planning and estate planning and is a critical need that was unmet by any firm. Many business owners are unprepared to go through this type of transition or capital event. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy

Estate Planning

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

JUNE 26, 2025

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Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

JULY 1, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy New York Team From Ameriprise Raymond James Adds $1.1B New York Team From Ameriprise The Valhalla, N.Y. group will establish three separate practices on Raymond James’ independent platform.

Wealth Management

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

JULY 18, 2025

Another is working with clients across adjacent areas, including estate planning and tax strategies. When it comes to what Mariner can offer younger advisors, Corbett points to a few interlinked areas. One is training programs and peer groups.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

JULY 17, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1 CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy True North Expands in SF Jul 15, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Wealth Management

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LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year

Wealth Management

AUGUST 1, 2025

But as with any transaction or competitive recruiting event, some advisors will prioritize differently. One of the things I think they also haven’t considered is, if they choose to set up their own RIA with another custodian, they're going to have to go through a repaper event,” Steinmeier said. “It

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AI and Ethics: A Double-Edged Sword for Wealth Management

Wealth Management

JULY 31, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Raymond James Practice Mercer Advisors Lands $1.2B Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

JULY 9, 2025

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Wealth Management

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Has ERISA Litigation Been Helpful or Harmful?

Wealth Management

JULY 28, 2025

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Morningstar: Active Funds Continue to Underperform Relative to Passive Options

Wealth Management

AUGUST 6, 2025

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Wealth Management

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

JUNE 27, 2025

Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Wealth Management

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Mercer Advisors Lands $1.2B Raymond James Practice

Wealth Management

AUGUST 1, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice The deal is Mercer’s third $1 billion-plus acquisition in as many months.

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Takeaways From Day 1 of Wealth Management EDGE

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

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

JULY 3, 2025

Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. He’s joined by Nicole James, his wife and director of client events, Edith Corrales, operations associate, and Amelia Kitchens, front office representative.

Wealth Management

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Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

JULY 11, 2025

dinner party Enjoy the 'light' reading! Read More.

Financial Planner

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SMArtX Unveils New Semi-Liquid Fund Functionality in its UMA

Wealth Management

JULY 31, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Raymond James Practice Mercer Advisors Lands $1.2B Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Estate Planning

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

Wealth Management

JULY 18, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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Ten Countries with the Most Firms Registered with the SEC

Wealth Management

AUGUST 4, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy 4, 2025) 11 Investment Must Reads for This Week (Aug. nations vying for wealth management business in the United States. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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GeoWealth Raises $38M in Series C Funding Led by Apollo

Wealth Management

AUGUST 4, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy 4, 2025) 11 Investment Must Reads for This Week (Aug. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

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JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients

Wealth Management

JULY 15, 2025

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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

JUNE 23, 2025

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Assets

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Deals & Moves: Sanctuary Partner Launches $400M RIA; Wealth Enhancement Snags $164M Firm

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. The deal for Manwaring Wealth Management marks Wealth Enhancement’s third in the state and adds to its 152 offices nationally.

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The Evolution of the UMA

Wealth Management

AUGUST 5, 2025

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Wealth Management

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

JULY 2, 2025

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Wealth Management

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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

Wealth Management

JULY 31, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Raymond James Practice Mercer Advisors Lands $1.2B Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

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Are PEPs the Wild West or Are They a Way to Tame It?

Wealth Management

AUGUST 4, 2025

There’s two questions I always ask myself when I’m at industry events and new product is being marketed: Who is asking for it? CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy 4, 2025) 11 Investment Must Reads for This Week (Aug. That’s all. Is it being sold or bought?"

Estate Planning

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner

Financial Planner Financial Advice Retirement Retirement Planning

Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

JULY 1, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Bay Area Firm Steward Partners Acquires $1.1B Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

Wealth Management

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IRS Clarifies Rules on Foreign Grantmaking for Private Foundations

Wealth Management

AUGUST 6, 2025

See more from Priya Prakash Royal You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Hulk Hogan 2009 Estate Planning Will Hulk Hogan’s Estate Bring the Drama? Will Hulk Hogan’s Estate Bring the Drama?

Estate Planning

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Touchstone Makes Leadership Hires To Boost RIA Outreach

Wealth Management

AUGUST 5, 2025

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Wealth Management

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Intra-Family Loans as a Planning Tool

Wealth Management

AUGUST 12, 2025

Intra-Family Loans as a Planning Tool Intra-Family Loans as a Planning Tool A lending strategy worth a second look. When structured properly, this lending strategy offers both flexibility and meaningful estate planning benefits. Clients can frame it as an opportunity to help and an efficient estate-planning strategy.

Planning

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AllianceBernstein to Convert Bond, Muni Mutual Funds to New ETFs

Wealth Management

JULY 30, 2025

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Estate Planning

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Key Considerations of AI in Asset and Wealth Management

Wealth Management

AUGUST 6, 2025

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Wealth Management

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Crisis Management Financial Planning: Preparing for Unexpected Events

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

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Cerulli: More Advisors Affiliating With RIA Consolidators

Wealth Management

JULY 22, 2025

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Estate Planning

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Savvy Adds $270M RIA Team in Push to Land Larger Teams

Wealth Management

JULY 31, 2025

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Estate Planning

Estate Planning Wealth Management Insurance Planning

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

JUNE 20, 2025

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Wealth Management

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Unlocking Estate Planning Potential with Carried Interest

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

Webinars

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Webinars

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Schwab Expands Roster of No Transaction Fee Mutual Funds

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

The Word on WealthTech for July 2025

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Raymond James Adds $1.1B New York Team From Ameriprise

Why Gen 2 Advisors Are a Flight Risk

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year

AI and Ethics: A Double-Edged Sword for Wealth Management

10 States with the Most and Least Potential AUM Per Advisor

Has ERISA Litigation Been Helpful or Harmful?

Morningstar: Active Funds Continue to Underperform Relative to Passive Options

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Mercer Advisors Lands $1.2B Raymond James Practice

Takeaways From Day 1 of Wealth Management EDGE

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Weekend Reading For Financial Planners (July 12–13)

SMArtX Unveils New Semi-Liquid Fund Functionality in its UMA

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

Ten Countries with the Most Firms Registered with the SEC

GeoWealth Raises $38M in Series C Funding Led by Apollo

JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Deals & Moves: Sanctuary Partner Launches $400M RIA; Wealth Enhancement Snags $164M Firm

The Evolution of the UMA

The Digitally Borderless Society Is Coming—And Faster Than We Think

When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

Are PEPs the Wild West or Are They a Way to Tame It?

Weekend Reading For Financial Planners (November 30–December 1)

Steward Partners Acquires $1.1B Bay Area Firm

IRS Clarifies Rules on Foreign Grantmaking for Private Foundations

Touchstone Makes Leadership Hires To Boost RIA Outreach

Intra-Family Loans as a Planning Tool

AllianceBernstein to Convert Bond, Muni Mutual Funds to New ETFs

Key Considerations of AI in Asset and Wealth Management

Crisis Management Financial Planning: Preparing for Unexpected Events

Cerulli: More Advisors Affiliating With RIA Consolidators

Savvy Adds $270M RIA Team in Push to Land Larger Teams

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

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