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Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.
Integrated is launching the new insurance business largely due to recent changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
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Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.
However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insuranceplans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.
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Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.
Executives outline plans to roll out private wealth services, and move deeper into the enterprise market targeting trust banks and insurance companies.
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Find out how these MDRT members ask questions that challenge clients assumptions about passing on generational wealth and legacy planning. They want insurance, and they think they know how much insurance they want before I meet them. I’m not scared of numbers and giving clients a large number for insurance coverage.
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In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. But as the profession has evolved toward more holistic planning, tax considerations have likewise expanded into more areas of advice, including Roth conversions, charitable strategies, and small business structuring.
For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical. While these costs are often lower than those incurred through pre-65 health insurance, they remain significant, especially when viewed over a multi-decade retirement.
Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.
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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.
Insurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.
Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so.
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.
And while there are many things to consider when planning for a layoff, these considerations can be grouped into two distinct types of conversations. Next, the advisor and client can make a ‘game plan’ which would take effect if the client is actually laid off.
Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans.
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As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Kaival Patel was previously convicted of charges stemming from a plan to collect commissions on falsely prescribed compound medications, according to the Justice Department.
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You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I
Podcasts Thomas Kopelman and Jacob Turner talk what you should look for in auto insurance. youtube.com) Health insurance Health insurance costs are only going up. wsj.com) Even when you have health insurance your work isn't done. humbledollar.com) Your financial plan should allow for occasional splurges.
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.
Mumbai, July 02, 2025 : India continues to grapple with a significant life insurance protection gap—one that has risen from 83% in 2019 to 87% in 2023, according to a December 2023 NIA study(i). Just as every structure needs a strong foundation, we should place every financial plan on the bedrock of life insurance.
After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished.
What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Diversification.
axios.com) Getting insurance is going to be a barrier to rebuilding in LA. awealthofcommonsense.com) How to choose the best Medicare plan for you. theretirementmanifesto.com) 401(k) Five things to understand about your retirement savings plan. mr-stingy.com) Should you get your insurance coverage re-quoted?
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