Wealth Management

JUNE 20, 2025

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.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Wealth Management

JANUARY 8, 2024

Is ESG investing sustainable? Speakers at Heckerling discuss ESG investing within the lens of estate planning.

Investments 289

Investments Investing Estate Planning Planning 289

Nerd's Eye View

MARCH 3, 2025

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 (..)

Estate Planning 173

Estate Planning Portfolio Management Communication Portfolio 173

Wealth Management

JUNE 17, 2025

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.

Wealth Management 189

Wealth Management Estate Planning Compliance Management 189

Abnormal Returns

NOVEMBER 6, 2024

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 estate plan.

Estate Planning 167

Estate Planning Tax Planning Retirement Taxes 167

Wealth Management

JUNE 25, 2025

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 (..)

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Wealth Management

JUNE 11, 2025

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 investment planning. Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Wealth Management

JUNE 10, 2025

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

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

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. Were here to ensure your financial goals and legacy are on track.

Estate Planning 52

Estate Planning Planning Financial Advisor Tax Planning 52

Wealth Management

JUNE 11, 2025

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.

Wealth Management 179

Wealth Management Management Financial Advisor Business Planning 179

Wealth Management

OCTOBER 15, 2023

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

Estate Planning 278

Estate Planning Investments Investing Assets 278

Nerd's Eye View

NOVEMBER 21, 2022

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.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Wealth Management

JUNE 20, 2025

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.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JUNE 10, 2025

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.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Nerd's Eye View

APRIL 18, 2025

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).

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Abnormal Returns

MAY 21, 2025

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.

Estate Planning 157

Estate Planning Financial Services Education Retirement 157

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning 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.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

Estate Planning 119

Estate Planning Planning Distribution Valuation 119

Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 259

Estate Planning Banking Financial Advisor Clients 259

Wealth Management

JUNE 12, 2025

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.

Assets 162

Assets Management Wealth Management Risk Management 162

Abnormal Returns

SEPTEMBER 4, 2024

(morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition.

Estate Planning 261

Estate Planning Retirement Tax Planning Planning 261

Abnormal Returns

SEPTEMBER 9, 2024

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.'

Financial Planner 271

Financial Planner Estate Planning CFP Financial Advice 271

Wealth Management

FEBRUARY 21, 2023

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

Estate Planning 246

Estate Planning Taxes Clients Planning 246

Dear Mr. Market

DECEMBER 31, 2024

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.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Abnormal Returns

JUNE 5, 2024

(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 estate planning for blended families can go wrong.

Estate Planning 292

Estate Planning Retirement Planning Accounting 292

Wealth Management

JUNE 10, 2025

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?

Wealth Management 147

Wealth Management Financial Advisor Management Recruitment 147

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan 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.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Abnormal Returns

DECEMBER 4, 2024

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 estate planning. tonyisola.com) How to get more money into a 529 account.

Retirement 144

Retirement Estate Planning Taxes Assets 144

Abnormal Returns

SEPTEMBER 23, 2024

Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. wealthmanagement.com) Why GV invested in Wealth.com. riabiz.com) Advisortech How eMoney and Flourish are working together.

Wealth Management 273

Wealth Management Estate Planning Clients Management 273

Yardley Wealth Management

NOVEMBER 12, 2024

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.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Abnormal Returns

MARCH 4, 2024

investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. riabiz.com) Estate planning 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.

Recruitment 274

Recruitment Estate Planning Financial Planning Retirement 274

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning 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' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Nerd's Eye View

OCTOBER 7, 2024

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!

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

SEPTEMBER 27, 2023

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 estate plan should include this letter. thomaskopelman.com) Five risks from a concentrated stock position.

Estate Planning 274

Estate Planning Taxes Insurance Retirement 274

Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. For more information about estate planning and wealth management services, visit yardleywealth.net and yardleyestate.net. “You’re there as a business leader.”

Estate Planning 52

Estate Planning Communication Planning Wealth Management 52

WiserAdvisor

JUNE 4, 2025

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.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59