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It’s Crunch Time For Many Policyholders

Wealth Management

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Charles L. Ratner Charles L. See more from Charles L.

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Altruist Raises $152M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025)

Nerd's Eye View

This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)

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Announcing IAR CE From Kitces And The Mid-Year State Of The Blog

Nerd's Eye View

In addition, we’ve also just launched a major update to our popular Course on “How to Find Planning Opportunities When Reviewing a Client’s Tax Return”, which has been refreshed to include the latest IRS forms and schedules, new educational videos from our very own Jeff Levine, and improvements to the Course navigation and supporting (..)

Education 244
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Estate Planning in this Economic Climate

Park Place Financial

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 .

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Maximizing Growth: Referral Marketing for Financial Advisors

Midstream Marketing

It’s important to offer great rewards and make it easy for clients to refer their friends. This will make it easier to reward those who refer. Referral Email Templates: You can create these in advance to help clients easily refer their friends. You can offer a discount on financial planning services.

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The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites

FMG

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). How Can Financial Advisor Websites Optimize for AEO?

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The Complexity Curve and Excelling with High-Net-Worth Clients

Advisor Perspectives

The term “Complexity Curve” refers to the growing intricacies that come with managing the wealth of high-net-worth individuals. This includes everything from business ownership and large qualified plans to complex estate planning issues.