Remove Numbers Remove Taxes Remove Valuation
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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Number 8860726. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B is joining the trend toward combining wealth management and tax planning by merging with Brookfield, Wis.

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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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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Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Number 8860726. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Registered in England and Wales. Related: $2.2B

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At the Money: Shareholder Yield

The Big Picture

So it, it really captures a number of, of factors and characteristics. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade. I don’t trust the numbers. But, shareholder yield across categories right now in 2024. How many times have you heard?

Valuation 144
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The 2025 Alternative Investment Tax Guide for High-Income Filers

Harness Wealth

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes 52