Abnormal Returns

DECEMBER 25, 2024

peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs. morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Boring is always appropriate when it comes to investing resolutions. wsj.com) Owning a home isn't for everyone.

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Nerd's Eye View

FEBRUARY 5, 2025

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans.

Accounting 234

Accounting Taxes Medical Healthcare 234

Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.

Clients 276

Clients Estate Planning Wealth Management Planning 276

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 279

Assets Wealth Management Financial Advisor Estate Planning 279

Calculated Risk

JULY 16, 2025

Employers in a few Districts ramped up investments in automation and AI aimed at reducing the need for additional hiring. Rising insurance costs represented another widespread source of pricing pressure. A growing number of Districts cited labor shortages in the skilled trades.

Economics 222

Economics Manufacturing Transportation Sales 222

Wealth Management

JULY 1, 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 Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JUNE 27, 2025

It has become a challenge to keep up with new rollouts.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JUNE 20, 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 handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Nerd's Eye View

JUNE 18, 2025

This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

Taxes 187

Taxes Tax Planning Communication Clients 187

Wealth Management

JULY 9, 2025

To get the ranking, it divides the total household net worth (excluding home equity) by the number of active investment advisors in the state to show the ones that are most and least saturated with advisors. The company recently ranked 44 U.S. states by the potential AUM available per SEC-registered advisor.

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Clever Girl Finance

DECEMBER 23, 2024

Secure health insurance and other benefits 7. Here’s how to craft a solid one: Calculate your baseline expenses Start by listing your fixed personal expenses like rent, utilities, and insurance. Invest in disability insurance Disability insurance protects your income if illness or injury prevents you from working.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Planning 165

Planning Wealth Management Estate Planning Clients 165

Wealth Management

JULY 3, 2025

Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JULY 2, 2025

To prepare, firms must: Invest in clean, normalized data infrastructure Identify repeatable tasks that can be agentically delegated Train internal teams to supervise AI agents, not just manage software Rethink client experience in terms of context and continuity, not clicks and forms Because make no mistake: the borders are falling.

Wealth Management 180

Wealth Management Estate Planning Planning Clients 180

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Insure What Matters Most Your family, your income, and your healththese are non-negotiables. Review life insurance policies, health coverage, and long-term care options.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.

Wealth Management 221

Wealth Management Clients Management Estate Planning 221

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. " Brennan’s response?

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Wealth Management

JUNE 20, 2025

He reminded attendees that saving their data, their daily downloads, can serve as an insurance policy of sorts for their performance data, a good reminder in light of Morningstar’s February announcement that it is shutting down Office and its consequences for many advisors.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

Taxes 52

Taxes Investments Investing Assets 52

Wealth Management

JUNE 10, 2025

on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. WealthManagement.com Staff June 10, 2025 6 Slides START SLIDESHOW Joey Corsica Captured & SpotMyPhotos The Wealth Management EDGE conference kicked off at The Boca Raton resort in Boca Raton, Fla.,

Wealth Management 256

Wealth Management Management Estate Planning Business Planning 256

Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. humbledollar.com) Letting go Success in life, and investing, means letting stuff go. obliviousinvestor.com) Home insurance rates are only going higher. Just a 10-Step Plan to Create Your Rich Life Together." signaturefd-3437664.hs-sites.com)

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Discipline Funds

NOVEMBER 20, 2024

Saylor, on the other hand, invests his cash in Bitcoin. I’ve mentioned this in the past, but Bitcoin falls into the Defined Duration model as a form of insurance. It’s a super long duration instrument that exhibits huge asymmetric upside at times and gives you an insurance hedge against fiat currency.

Insurance 98

Insurance Government Assets Banking 98

Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Alex Ortolani , Senior Reporter June 17, 2025 2 Min Read Rob Sandrew (left) and Verne Marble join Mariner. The Overland Park, Kan.-based

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Wealth Management

JULY 1, 2025

based registered investment advisor with $1.1 Bay Area Firm Steward Partners Acquires $1.1B Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. billion in client assets, expanding Steward’s presence in the Bay Area. Seo and a team of about 10.

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Abnormal Returns

JANUARY 22, 2025

disciplinefunds.com) Investing is hard because the future is uncertain. spyglass.org) Google ($GOOGL) is making an additional investment in Anthropic. capitalallocators.com) What is 'parametric insurance' and what does it cover? (awealthofcommonsense.com) How U.S. capital markets have devolved over time.

Financial Advising 147

Financial Advising Insurance Media Economy 147

WiserAdvisor

JULY 2, 2025

Optimizing Medicare coverage to reduce healthcare costs in retirement Medicare remains the primary health insurance program for Americans aged 65 and older, but navigating its various components (Parts A, B, C, and D) can be complex. Part A (Hospital Insurance): Covers inpatient hospital care. Premium amounts may vary based on income.

Healthcare 59

Healthcare Financial Advisor Management Medical 59

Wealth Management

JULY 10, 2025

There’s so much going on as far as investment in that space, and firms like Addepar and Orion competing. About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

JULY 1, 2025

We also talk about how Libby held formal onboarding meetings during the second 30-day period to get relatively small "to-dos" completed (for example setting up account logins and ensuring listed beneficiaries are correct) to avoid potential problems down the line, how Libby would also communicate expectations for both the firm (for example, the best (..)

Clients 130

Clients Financial Advisor Communication Accounting 130

Abnormal Returns

JULY 16, 2025

cnbc.com) Why so many homeowners don't have flood insurance. papers.ssrn.com) Investing Know what you own. whitecoatinvestor.com) The case for being an 'investment hermit.' (driftingtofifty.blogspot.com) A third of U.S. housing markets are seeing soft pricing.

Retirement 162

Retirement Insurance Investments Investing 162

Wealth Management

JUNE 10, 2025

It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. For advisors, this is an important exercise that can provide clarity and set the stage for a strong finish to the year. And the best part?

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JUNE 25, 2025

Direct Indexing: Invesco JY: After evaluating various direct indexing solutions, our investment team decided on Invesco’s 130/30 strategy. But I think as of right now, we feel like Fidelity and Schwab are the big players in the space and feel good about them. As told to senior reporter Alex Ortolani and edited for length and clarity.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Wealth Management

JUNE 10, 2025

In this episode of the RIA Edge Podcast, Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning, which have far more profound impacts on client outcomes than marginal tweaks to an allocation model or changes in asset managers and investment funds.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Carson Wealth

JUNE 27, 2025

Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas. This is one of the fundamental principles of investment risk management. Diversification.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

WiserAdvisor

JUNE 16, 2025

While you are busy earning, investing, and scaling your income, it is easy to overlook the importance of protecting what you have already built. With the right high-net-worth investing strategies, you can keep your wealth intact without turning your life upside down. Making sure it lasts, not just your lifetime but also after you.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59