Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Wealth Management

JANUARY 11, 2024

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

Estate Planning 120

Estate Planning Planning 120

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 176

Estate Planning Wealth Management Recruitment Startup 176

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 113

Estate Planning Planning 113

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

JANUARY 22, 2024

riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. citywire.com) RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch. citywire.com) Advisers Wealth management has a high attrition rate of new advisors.

Wealth Management 157

Wealth Management Estate Planning Startup Retirement 157

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

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

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

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 98

Estate Planning Planning Clients 98

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 114

Estate Planning Planning Clients 114

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 203

Estate Planning Wealth Management Financial Advisor Planning 203

Nerd's Eye View

FEBRUARY 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)

Estate Planning 207

Estate Planning Financial Planning Planning Wealth Management 207

Wealth Management

APRIL 26, 2023

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

Estate Planning 98

Estate Planning Financial Advisor Planning Taxes 98

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 180

Wealth Management Financial Advising Estate Planning Banking 180

Wealth Management

MARCH 10, 2023

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

Estate Planning 100

Estate Planning Planning Taxes Clients 100

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

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

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 213

Wealth Management Estate Planning Taxes Valuation 213

Wealth Management

NOVEMBER 10, 2023

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

Debt Management 124

Debt Management Estate Planning Management Planning 124

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

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 144

Wealth Management Estate Planning Financial Advice Financial Planning 144

Wealth Management

DECEMBER 19, 2022

His unique estate plan tasked a group of trustees with finding a new owner. Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019.

Estate Planning 83

Estate Planning Planning 83

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 191

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 191

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

Wealth Management

DECEMBER 20, 2023

When it comes to divorce, a will or trust often is not the last word on estate distribution.

Estate Planning 112

Estate Planning Planning Distribution 112

Wealth Management

APRIL 8, 2024

It may produce better outcomes.

Estate Planning 105

Estate Planning Clients Planning 105

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

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 197

Retirement Planning Estate Planning Retirement Wealth Management 197

Wealth Management

SEPTEMBER 7, 2023

Twenty points to help ensure your clients' legacies stay on track.

Estate Planning 126

Estate Planning Clients Planning 126

Wealth Management

JANUARY 24, 2024

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

Estate Planning 114

Estate Planning Taxes Planning 114

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 193

Estate Planning Financial Planning Wealth Management Clients 193

Abnormal Returns

MARCH 4, 2024

(institutionalinvestor.com) Advisers Meghaan Lurtz, "When it comes to connecting emotions to goals, reflection questions can be an excellent way to help prospects identify the particular emotions that motivate them the most, which will ultimately help them stick to their financial plan." kitces.com) Orion Advisor Solutions is raising prices.

Recruitment 252

Recruitment Estate Planning Financial Planning Retirement 252

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

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 227

Estate Planning Media Clients Wealth Management 227

Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Estate Planning 114

Estate Planning Planning Clients 114