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Big Beautiful Bill: What Estate-Planning Steps Make Sense Now?

Wealth Management

Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for advisors.

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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

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!

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Zephyr's Adjusted for Risk: The Role of Financial Advisors in Estate Planning

Wealth Management

David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.

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Five Key Provisions of New Tax Law Affecting Estate Planning

Wealth Management

New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.

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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based

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Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)