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So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced taxplanning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and taxplanning.
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end taxplanning can lead to significant savings and set you up for financial success in the new year. What is the Lifetime Gift Tax Exemption? million ($27.22
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and taxplanning and mortgage refinancing. I heard anecdotally from a lot of the firms that the focus on millennials is kind of more of a marketing idea than an execution idea.
In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, taxplanning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)
While some of these gains can be attributed to strong market performance, firms also boosted their organic growth during the year, with firms with less than $250M AUM showing 9.2% in 2024 , with revenue up by 17.6%. net organic growth and larger firms seeing 5.0% growth (while RIAs as a whole also maintained a 97% client retention rate).
3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. Lets explore three small yet impactful strategies to elevate your marketing and grow your practice. Example topics: 5 Tips for Navigating Market Volatility or How Elections Impact Investment Strategies.
riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? thinkadvisor.com) A year-end taxplanning checklist.
Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.
podcasts.apple.com) Retirement Retirement is a great time to do some creative taxplanning. readthejointaccount.com) Taxes What you need to know about paying taxes on your crypto trading. cnbc.com) Personal finance Why focusing on short term market returns is so dangerous. sherwood.news) Direct File is expanding.
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, (..)
These discussions can range from talent development and succession planning to how to systematize and scale their marketing alongside their planning and investment services.
Behavioral Guidance and Emotional Support Investing often involves emotional decision-making, which can lead to impulsive actions during market volatility. This support can be important in maintaining discipline and making rational decisions amidst market fluctuations.
On July 4, 2025, the One Big Beautiful Bill (OBBB) was officially signed into law, ushering in a wide range of tax and policy changes that are expected to affect nearly everyone – families, workers, seniors, and business owners alike. Articles Investment PlanningMarket Update Webinars TaxPlanning Charles “Chad” NeSmith Franklin Gay
Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)
Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, taxplanning and preparation, and estate and trust strategies.
With proper planning, certain tax obligations can be legally deferred, reduced, or in some cases eliminated entirely. To maximize the value you ultimately receive from your exit, incorporating comprehensive taxplanning into your strategy is highly advantageous.
Concept of digital social marketing. The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s taxplanning services. “We Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B based wealth management firm with $1.2
Being flexible with your portfolio withdrawals, where you are taking more, when your balance is up, when the markets are up and you’re taking a little bit less when things are down. So I would urge planners and individuals pursuing their own retirement plans to think about building in some of those lifetime, uh, giving, uh, aspirations.
Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. This group will appreciate your knowledge and skills.
This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and taxplanning that can help protect your financial interests.
We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and taxplanning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.
Investment Strategy Refinement The investment landscape continues to evolve, and your portfolio should reflect both current market conditions and your long-term objectives. With the real estate market’s recent fluctuations, opportunities may arise for those well-positioned to take advantage of them.
The strike price is typically set at fair market value on the grant date, with options contracts specifying key terms like share quantity and expiration. The credit amount varies based on household income, family size, and the flexibility in how it is claimed, either as an advance credit that reduces monthly premiums or when filing taxes.
Since QSBS tax benefits only apply to shares acquired directly from the company (not through secondary market purchases), founders receiving their initial stock grants are perfectly positioned to qualify. Engaging specialized tax counsel to review these provisions can protect millions in potential tax benefits.
Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. Table of Contents What Are Donor-Advised Funds, and How Do They Work?
Equity Compensation: Extensions offer valuable time to optimize tax strategies for startup employees and executives dealing with equity compensation such as RSUs, ISOs, and QSBS. That said, tax filing can be a complicated process in which even relatively simple tasks can get muddled, mismanaged, or forgotten.
Business asset protection : Your business may be prone to risks like business-related legal issues or market fluctuations. You can also protect your business from market fluctuations by diversifying across multiple industries. Aim to hold on to your investments for as long as you can to ride out market volatility.
In an effort to help employees manage their tax liabilities more effectively, the Internal Revenue Code offers provisions like the 83(b) election , which allows employees to pay tax on the fair market value of restricted stock at the time of its granting as opposed to vesting. Broad-based equity plan: At least 80% of U.S.-based
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited taxplan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant. When elected, recipients of restricted stock or stock options can opt to recognize income and be taxed on the difference between the fair market value of the shares when purchased and the cost to buy the stock.
This (they believe) is increasingly dysfunctional today, as powerful new tech capabilities (some of them made possible by AI) are coming to market faster than ever before. They have told me that one of the major dysfunctions in the advisor community is that tech adoption tends to be slow and cautious.
It can be a learning experience: Self-investing can help you understand how markets work. You will need to research investments, monitor your portfolio regularly, stay updated on market changes, and do your taxes correctly. They adjust your asset allocation based on your needs and market movements. 6. No problem!
By spreading your investments across different asset classes—stocks, bonds, real estate, and alternative investments—you can help minimize the impact of market volatility. Mass-market insurance may not fit all your needs, so working with an insurance professional who understands the UHNW market is essential. Taxplanning.
Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments. As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed.
In this article, we’ll look at some effective tax strategies for investors , and explore how innovative platforms like Hiive and Harness can simplify the transaction process, and minimize your tax liability. What are secondary markets? What are the tax implications of buying startup shares? What are secondary markets?
This allows you to avoid paying capital gains tax on the appreciation while still deducting the full market value of the asset, which can lead to major tax savings. The Residential Clean Energy Credit offers up to 30% back on installation costs, helping reduce both your tax liability and energy expenses.
Retirement taxplanning with Roth conversions There is no one-size-fits-all approach to retirement planning or investing, which is important to keep in mind as Roth conversion strategies gain popularity due to expiring tax cuts.
Taxplanning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and taxplanning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.
Whether confirming appointments or updating them about market activity, texting offers speed, relevance, and impact. Market Update Notification “Hi [Client Name], wanted to give you a quick heads up about today’s market activity. ” Addressing market jitters early builds trust. Any questions?”
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