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Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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 Altruist rebrand Support Platforms Altruist Rolls Out Rebrand Altruist Rolls Out Rebrand by Davis Janowski Jun 23, 2025 1 Min Read Cetera CEO Mike (..)
on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. WealthManagement.com Staff June 10, 2025 6 Slides START SLIDESHOW Joey Corsica Captured & SpotMyPhotos The Wealth Management EDGE conference kicked off at The Boca Raton resort in Boca Raton, Fla.,
There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content.
Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said.
This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)
Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Alex Ortolani , Senior Reporter June 17, 2025 2 Min Read Rob Sandrew (left) and Verne Marble join Mariner.
morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. podcasts.apple.com) Taxes A year-end tax planning checklist. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estateplan.
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 CAIS model portfolios model marketplace alternative investments Alternative Investments CAIS Adds First Models from BlackRock, Carlyle, KKR and (..)
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investmentplanning. Charles L.
Estateplanning 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. Were here to ensure your financial goals and legacy are on track.
Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4
Duran and the industry's self-proclaimed nerd, Michael Kitces, participated in a "Financial Feud" game show where they debated topics such as private equity, succession planning and the value of a brand.
Recently launched Alpaca Real Estateplans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Read More.
Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced action inside. For all of us on the editorial staff, it was a busy event.
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.
Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).
podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S. savantwealth.com) Investing The time you spend tracking your stock investments, is time you can't spend on other aspects of your life. morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement.
Understand the basics first, and then create an estateplan. Wills and trusts are both important estateplanning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.
One of the most important decisions you’ll make when designing your estateplan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your EstatePlan appeared first on Carson Wealth.
The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estateplanning and investment management.
Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024.
(morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estateplanning Mistakes to avoid in your estateplanning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition.
Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.'
Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estateplanning and acquisition strategies.
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Review Investment Allocations Markets evolve, and so should your portfolio. But not this year.
(ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. creativeplanning.com) Investing Why index fund investing is so counterintuitive. beyond-wealth.com) How estateplanning for blended families can go wrong.
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. For advisors, this is an important exercise that can provide clarity and set the stage for a strong finish to the year. And the best part?
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estateplanning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
open.spotify.com) Estateplanning How to create a digital estateplan in three steps. noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." (noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." kindnessfp.com) Trusts, 101.
docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing. humbledollar.com) Lessons learned from Warren Buffett's approach to estateplanning. tonyisola.com) How to get more money into a 529 account.
Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estateplanning for business owners. wealthmanagement.com) Why GV invested in Wealth.com. riabiz.com) Advisortech How eMoney and Flourish are working together.
The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.
investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. riabiz.com) Estateplanning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. (advisorperspectives.com) Practice management Why RIAs need to focus on organic growth.
This month's edition kicks off with the news that estateplanning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estateplanning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estateplanning (..)
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
humbledollar.com) Investing How the introduction of the IRA changed how Americans invest. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. marketwatch.com) Why your estateplan should include this letter. thomaskopelman.com) Five risks from a concentrated stock position.
The post Expert Insights: EstatePlanning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. For more information about estateplanning and wealth management services, visit yardleywealth.net and yardleyestate.net. “You’re there as a business leader.”
Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.
Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life. Tobias Financial Advisors is registered as an investment advisor with the SEC.
Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania.
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