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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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Mercer Advisors Lands $1.2B Raymond James Practice

Wealth Management

Mercer Advisors’ extensive resources, especially in tax, estate and investment planning, will help us increase our impact while preserving the long-term continuity of the business,” Keric said in a statement. Raymond James Practice Mercer Advisors Lands $1.2B This makes it the 20th women-led partner firm to join Mercer.

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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Optimize Tax Strategies Its not what you makeits what you keep.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan.

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It’s Crunch Time For Many Policyholders

Wealth Management

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. Ratner Charles L. See more from Charles L.

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric. What makes the CFP credential so respected?

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.