Wealth Management

JULY 2, 2025

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.

Planning

Wealth Management

MAY 19, 2025

Decoding covered gifts and bequests under the final regulations.

Estate Planning

Nerd's Eye View

FEBRUARY 26, 2025

To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. 529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Read More.

Planning

Wealth Management

JULY 23, 2025

Explore effective estate planning and charitable giving strategies for financial advisors to navigate complex tax policies and help clients maximize wealth.

Estate Planning

Wealth Management

JULY 2, 2025

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.

Financial Advisor

Wealth Management

JUNE 26, 2025

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.

Financial Advisor

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Estate Planning

Wealth Management

MAY 27, 2025

Advisor and author George Stefanou details the estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.

Estate Planning

Nerd's Eye View

MAY 15, 2025

After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! But walking through every page of a financial plan line by line could take up an entire afternoon and often isn’t necessary.

Financial Planning

Wealth Management

AUGUST 8, 2025

As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.

Estate Planning

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning

Wealth Management

JULY 8, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)

Wealth Management

Wealth Management

AUGUST 12, 2025

Intra-Family Loans as a Planning Tool Intra-Family Loans as a Planning Tool A lending strategy worth a second look. When structured properly, this lending strategy offers both flexibility and meaningful estate planning benefits. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors.

Planning

Wealth Management

AUGUST 1, 2025

It’s outside of financial planning and estate planning and is a critical need that was unmet by any firm. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Many business owners are unprepared to go through this type of transition or capital event.

Estate Planning

Wealth Management

JUNE 4, 2025

Billionaire David Geffen files for divorce from David Armstrong after less than two years, revealing how estate planning can safeguard wealth.

Estate Planning

Wealth Management

JUNE 26, 2025

Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Clients

Wealth Management

JULY 1, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Stock market chart data silhouette Investing Strategies The Promise of Direct Indexing—And the Disconnect Holding It Back The Promise of Direct Indexing—And the Disconnect Holding It Back by Don Cody (..)

Wealth Management

Wealth Management

JULY 17, 2025

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies. Related: Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B

Wealth Management

Wealth Management

JULY 28, 2025

Related: Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Another plaintiff’s attorney, Carl Engstrom of Engstrom Lee, noted that total 401(k) plan costs have declined 30% from 2009, when 5500 forms became publicly available, until 2022, with the steepest declines among mega plans, which are the most frequent litigation targets.

Estate Planning

Wealth Management

JULY 31, 2025

Wealth managers will play a considerable role in helping current asset holders plan and facilitate this unprecedented reallocation of wealth. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.

Financial Planning

Wealth Management

JUNE 27, 2025

I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.

Wealth Management

Wealth Management

JULY 31, 2025

Derek Fitteron July 31, 2025 3 Min Read For wealthy families with complex financial lives, protection often starts with trusts, estate plans, and tax-optimized investment strategies. But expensive doesn’t always mean comprehensive—and even elite plans can fail if they don’t align with specific personal needs.

Insurance

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

Planning

Wealth Management

JULY 9, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income Fintech by Paige Smith Jul 9, 2025 2 Min Read (..)

Wealth Management

Wealth Management

AUGUST 1, 2025

Related: Osaic Adds $700M Team, Boosting W-2 Model’s Succession Planning Support “Advisors are seeing that we can support them. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B They keep their community, they keep their support model, they keep that leadership team that they love.

Recruitment

Abnormal Returns

NOVEMBER 6, 2024

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. bestinterest.blog) When is it too late to contribute to a 529 plan? whitecoatinvestor.com) Spend your travel rewards.

Estate Planning

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based

Estate Planning

Wealth Management

AUGUST 6, 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 IEQ Capital co-founder and Managing Partner Eric Harrison Industry News & Trends Ex-Wife Sues IEQ Capital Founder Over Scheme to Shield Assets (..)

Wealth Management

Wealth Management

JUNE 23, 2025

Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so.

Assets

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Accounting

Nerd's Eye View

MARCH 3, 2025

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Datalign Advisory, a data-driven advisor lead generation platform, has raised $5 million, with the announcement underscoring the reality that despite the many complaints from advisors about the cost and quality of paid (..)

Estate Planning

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

Wealth Management

Wealth Management

JULY 31, 2025

Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Wealth Management

JULY 31, 2025

Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management