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

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

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

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B based QBCo Advisory.

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Adviser links: losing focus

Abnormal Returns

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)

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Adviser links: sitting in the middle

Abnormal Returns

morningstar.com) Frazer Rice talks with Brandon Rains of the Rains Law Firm about the challenges of estate planning. riabiz.com) RWM Ritholtz Wealth Management is looking for a wealth management professional who has experience working with ultra-high net work families. trillion in assets.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

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 (..)

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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

Lothes July 2, 2025 2 Min Read Cheng Xin/Getty Images News/Getty Images In Nosirrah Management, LLC vs. AutoZone, Inc. Another shareholder (Nosirrah Management LLC) brought a derivative action on behalf of the company to disgorge William’s profit. Handler, Alison E.