Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 101

Estate Planning Planning 101

Carson Wealth

DECEMBER 13, 2022

RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 87

Estate Planning Planning 87

Wealth Management

MARCH 13, 2024

Will you be there to help clients with wills, trusts and estate planning needs?

Estate Planning 113

Estate Planning Planning Clients 113

Abnormal Returns

JANUARY 22, 2024

Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. riaintel.com) How to write a client newsletter.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Wealth Management

NOVEMBER 10, 2023

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Debt Management 122

Debt Management Estate Planning Management Planning 122

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 178

Estate Planning Wealth Management Recruitment Startup 178

International College of Financial Planning

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning 109

Estate Planning Planning 109

Wealth Management

FEBRUARY 8, 2024

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.

Estate Planning 92

Estate Planning Clients Planning 92

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 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!

Estate Planning 201

Estate Planning Financial Planning Planning Wealth Management 201

Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

Wealth Management 182

Wealth Management Financial Advising Estate Planning Banking 182

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 197

Estate Planning Wealth Management Financial Advisor Planning 197

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Abnormal Returns

MAY 8, 2023

(citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not.

Wealth Management 215

Wealth Management Estate Planning Taxes Valuation 215

Wealth Management

JANUARY 11, 2024

Two fellowship participants share their experiences in the estate planning field.

Estate Planning 117

Estate Planning Planning 117

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' advisorperspectives.com) Practice management Why RIAs need to focus on organic growth. fa-mag.com) Alts Should RIAs recommend funds managed by their PE-backers? riabiz.com) Estate planning is growing in importance for advisers.

Recruitment 259

Recruitment Estate Planning Financial Planning Retirement 259

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 186

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 186

Abnormal Returns

SEPTEMBER 11, 2023

(riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers. investmentnews.com) Why the global wealth management is a growth business. economist.com) Practice management Scaling a small RIA practice comes with a lot of challenges. thinkadvisor.com) How RMDs on 401(k) accounts are different.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Abnormal Returns

MAY 22, 2023

open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. riabiz.com) Why Bain Capital invested in CI Private Wealth. Come meet the team in Austin on June 12-14th.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Wealth Management

JANUARY 3, 2024

Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners

Estate Planning 109

Estate Planning Planning 109

Abnormal Returns

JUNE 28, 2023

Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." savantwealth.com) What is an estate plan? thomaskopelman.com) New parents face their own financial planning challenges. cnbc.com) Robo-advisors Robo-advisors, ranked.

Retirement Planning 200

Retirement Planning Estate Planning Retirement Wealth Management 200

Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

Estate Planning 97

Estate Planning Planning Clients 97

Wealth Management

FEBRUARY 5, 2024

For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.

Estate Planning 111

Estate Planning Planning Clients 111

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. The sudden wealth is the same – but spending drives the outcome. Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning 95

Estate Planning Financial Advisor Planning Taxes 95

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 99

Estate Planning Planning Taxes Clients 99

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 221

Estate Planning Media Clients Wealth Management 221

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. The US has 50 states – each with their own tax laws and estate planning opportunities. non-attorney).

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 187

Estate Planning Financial Planning Wealth Management Clients 187

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. advisorperspectives.com) Only 1 in 3 Americans have an estate plan. (fa-mag.com) peterlazaroff.com) Michael Kitces and Carl Richards on when it makes sense to fire a client. fa-mag.com) Risk is unavoidable. Panic is not.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Wealth Management

JANUARY 24, 2023

Four thought leaders provide their insights into the future of the modern estate-planning practice.

Estate Planning 52

Estate Planning Planning 52