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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

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.

Planning 268
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Making the Most of Planning Opportunities: Health Insurance Optimization

Wealth Management

Life events or job changes can be a great client touchpoint around the need for review of client health insurance.

Insurance 314
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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

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.

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Integrated Partners Creates Insurance Business

Wealth Management

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.

Insurance 276
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Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning

Wealth Management

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.

Planning 264
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Bridging the Gap: Insurance and Wealth Management

Wealth Management

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.

Insurance 246
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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.