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10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

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 (..)

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Will More Wealth Advisors Gravitate to 401(k) Plans? Equity Supremacy Ends May 22, 2025 stock market data tablet UMAs SMAs What to Look For (And What to Avoid) in UMAs Pros and Cons of UMAs for Financial Advisors May 12, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

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Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency

Nerd's Eye View

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift.

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Adviser links: the RMD mentality

Abnormal Returns

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors. investmentnews.com) On the importance of tax planning in the first few years of retirement.

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Estate Planning

Carson Wealth

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up. The post Estate Planning appeared first on Carson Wealth.

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Estate Planning at 18

Carson Wealth

Carson Wealths Matt Hinz, CFP , ChFC , AIF , Senior Wealth Advisor and Chris Graw, CFP , ChFC , CLU , Managing Partner, Wealth Advisor discuss Estate Planning when you turn 18. The post Estate Planning at 18 appeared first on Carson Wealth.