Wealth Management

JULY 31, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.

Estate Planning

Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans?

Management

Wealth Management

AUGUST 6, 2025

This follows other RIA acquisitions Aspen has completed, including SKY Investment Group , New England Private Wealth Advisors and Summitry. They will also partner with owners to help with direct marketing and channel partnerships. Aspen is backed by private equity funding from Alpine Investors and has a staff of about 15.

Wealth Management

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan.

Estate Planning

Darrow Wealth Management

MARCH 13, 2025

Work with a wealth advisor to discuss your financial goals and individual risk tolerances. In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) Finally, options are complex instruments.

Management

Inside Information

JANUARY 31, 2025

Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was. But a number of readers got back to me with a reality check.

Risk Tolerance

Wealth Management

AUGUST 8, 2025

Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors , is on a recruiting tear this summer. This time, the firm has recruited an advisor in Estill, S.C., after three years at Commonwealth Financial Network. He had nearly $84 million in pre-transition AUM.

Estate Planning

Darrow Wealth Management

NOVEMBER 4, 2024

If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also. Those professionals will know your financial situation and should have an existing network that includes fiduciary investment advisors.

Financial Advisor

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. .” Do you have an estate plan?

Communication

Darrow Wealth Management

JANUARY 16, 2025

At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. This can get very tricky so it’s important to work with the estate planning attorney settling the estate. Assets that bypass the estate through a trust or another mechanism are usually not eligible.

Assets

Wealth Management

JUNE 9, 2025

Convergence of wealth, retirement and benefits at the workplace 3. Explosion of plan formation 4. Partners including: advisors (RPAs, aggregators, wealth advisors and broker/dealers); plan sponsors; participants; asset managers. Plan design and investments 7. Consolidation industry-wide 5.

Wealth Management

Wealth Management

JULY 18, 2025

Asset managers and family wealth advisors have traveled a long way from their early experiments with ChatGPT. Whats the Status of Jeffrey Epsteins Estate? They’re now beginning to realize the potential of AI to enhance investment decisions, automate operations and deliver personalized client experiences.

Wealth Management

Carson Wealth

JULY 25, 2025

CRTs offer flexible funding options, be it cash, securities, or real estate. They combine financial planning with charitable giving. A charitable remainder trust is a tax-advantaged estate planning tool. Find a Carson Wealth advisor near you. appeared first on Carson Wealth.

Nonprofit

Wealth Management

JULY 24, 2025

Richard Tomney, managing director and head of wealth advisor solutions at Little Harbor Advisors, a boutique investment firm that also consults RIAs on ETF launches, said his team prefers to see at least a portion of the ETF seed money come from SMA conversions.

Wealth Management

Nerd's Eye View

AUGUST 21, 2024

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.

Taxes

Carson Wealth

DECEMBER 11, 2024

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.

Estate Planning

Abnormal Returns

AUGUST 5, 2024

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. papers.ssrn.com) Four steps to create a digital estate plan. forbes.com)

Retirement Planning

Carson Wealth

FEBRUARY 12, 2025

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.

Estate Planning

Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. 1) Organ donor. available now on Amazon.

Estate Planning

Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!

Estate Planning

FMG

MAY 22, 2023

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. FSC Wealth Advisors was started by my grandfather in the 60s, and my uncle took over in the 80s. Initially, I didn’t plan to become an advisor. Tell us about your firm. What is your story?

Wealth Advisor

FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.

Wealth Advisor

Carson Wealth

SEPTEMBER 25, 2024

Matt Hinz, Senior Wealth Advisor, and Jon Read, Senior Wealth Advisor, discuss the importance of maintaining a disaster file when it comes to estate planning. The post Disaster File appeared first on Carson Wealth.

Wealth Advisor

Darrow Wealth Management

AUGUST 28, 2023

Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

Sales

Darrow Wealth Management

OCTOBER 28, 2024

With the help of a financial advisor , cash proceeds from the sale of your business can be invested in the financial markets. It’s also important to implement other parts of your plan, such as ways to reduce tax from the sale, estate planning, charitable giving, and other goals.

Sales

Darrow Wealth Management

JUNE 14, 2023

There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.)

Management

WiserAdvisor

AUGUST 31, 2023

A financial advisor familiar with tax laws in your state can develop strategies to lower state tax liabilities and potentially enhance your retirement income. A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement.

Financial Advisor

Carson Wealth

DECEMBER 8, 2023

The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.

Planning

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.

Certified Financial Planner

Carson Wealth

SEPTEMBER 26, 2024

Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. Partnering with Carson Wealth was a game-changer for us. This collaboration establishes Carson’s second Billings location.

Wealth Advisor

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. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management

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. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management

Carson Wealth

FEBRUARY 1, 2024

These will be the first Carson Wealth locations in both states, showcasing the firm’s commitment to extending its reach and impact. Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience.

Financial Advisor

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

CFP

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting

FMG

OCTOBER 5, 2023

Animal Name and Raising Updates Lawrence Sprung , founder of and wealth advisor at Mitlin Financial , thinks that there are better things than just physical gifts. Romero, CFP® , Senior Wealth Advisor at Carson Wealth , likes to send champagne to his clients every year, and this year it is Veuve Clicquot.

Clients

WiserAdvisor

AUGUST 8, 2022

Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Life insurance is also helpful in lowering the tax and can be a fantastic estate planning tool. Chartered Financial Consultant (ChFC).

Wealth Management