The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? JP Morgan’s public finance team recruited specifically at the policy school. So taxes and bonds for sure.

Banking

Diamond Consultants

JUNE 17, 2025

Its internal retirement program (ALFA) and competitive payout structure continue to appeal to seasoned advisors, even despite some significant changes to the 2025 compensation plan. And for a time, UBS was a recruiting powerhouse—thanks in large part to an unusually rich, fully guaranteed transition package. So does trust.

Recruitment

The Big Picture

APRIL 8, 2025

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. There Lisa Shalett : Were certainly remnants. As baby analysts.

Asset Allocation

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. He was never going to retire. They, they trained them together.

Management

The Big Picture

JUNE 13, 2025

Wall Street Journal ) • Tax-Slashing ETF Trailblazer Preps for a Fresh $5 Billion Haul : ETF Architect has backlog of ETF conversions to do this year; Deals are ‘no-brainer’ for clients, despite added cost: ( Bloomberg ) see also BlackRock, Goldman Scale Up Tax Trades in $3 Trillion SMA Boom : BlackRock Inc., Goldman Sachs Group Inc.

Recruitment

Wealth Management

AUGUST 7, 2025

The new team will offer wealth management guidance to ultra-high-net-worth individuals, family offices and businesses on estate planning, tax, wealth transfer and business succession. The firm found Cooper and his team through a national recruitment search. According to Cooper’s LinkedIn, he was a partner at Morgan Lewis for 13 years.

Wealth Management

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B 19 Other states, including Arizona and Massachusetts, created career ladders or wage incentives to improve recruitment and retention. North Carolina launched a special license designation for care agencies investing in workforce improvements.

Estate Planning

Random Roger's Retirement Planning

JULY 21, 2025

From yesterday's training, about a third of the department plus three recruits. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Obviously I am going to make a plug for volunteer firefighting. I'm by the cab wearing a white helmet.

Recruitment

Abnormal Returns

NOVEMBER 21, 2022

riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. morningstar.com) Delaying taxes in retirement isn't always the best strategy. wsj.com) Advisers How to recruit, train and retain next generation advisers. thinkadvisor.com) How Notice 2022-53 has affected the tax code.

Financial Planner

Diamond Consultants

JUNE 1, 2023

And certainly, there are plenty of firms out there that have identified the right combination of exceptional client service, smart recruiting and strategic growth initiatives—making them attractive acquisition targets. But what of the advisor who is an employee of a traditional brokerage firm? lies in these illustrations.

Valuation

Harness Wealth

AUGUST 31, 2023

In this guide, we explore the strategic and financial considerations of building a team for your tax firm, from understanding the hiring process to outlining the unique solutions that Harness Wealth can provide. Deciding Between an Accountant and a Tax Assistant The first hire you might consider adding to your team is another accountant.

Taxes

Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. Still, such a strategy can look terrific if you know […].

Recruitment

Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

Taxes

Darrow Wealth Management

FEBRUARY 20, 2023

Did you apply for this position or were you recruited? Then there are the tax implications. This can also help with longer term tax planning optimization. What would you be leaving on the table at your current job if you left? Prepare for the negotiation by taking stock of the facts. Are you currently employed?

Startup

Diamond Consultants

OCTOBER 23, 2024

recruit advisors. In addition to recruiting deals, many firms also offer sunset or retire-in-place packages that afford advisors a second bite at the proverbial apple without the need to make another transition down the road. Multiples vary based on the quality and size of the underlying business.

Recruitment

The Big Picture

FEBRUARY 21, 2023

If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? We were losing market share in the critical retirement, the 401(k) business. You know, I mentioned that tough decision on the retirement business.

Clients

Diamond Consultants

APRIL 16, 2024

Providing a monetization event for the senior (retiring advisor); and 2.) Lastly, this move ties the retiring advisor’s legacy very onerously to their current firm. Do nothing: Some advisors feel that the currently crafted retire-in-place programs are just too onerous for both the retiring and inheriting advisors.

Recruitment

Good Financial Cents

APRIL 17, 2023

Important: The amount mentioned does not include deductions for taxes, insurance, 401K, or any other withholdings. Again, this amount is subject to taxes and other withholdings. How Much Is $20 An Hour After Taxes? Understanding your take-home salary after taxes is important, and budgeting can help with that.

Budgeting

Diamond Consultants

AUGUST 9, 2022

And, of course, there is always the option to build your own community via targeted recruiting and acquisitions. These advisors may prefer the support an IBD will provide in helping them identify a successor and structure and finance a competitive retirement buyout. The End Game: Succession.

Compliance

Clever Girl Finance

JUNE 22, 2023

In other words, they don’t reflect deductions like taxes, insurance, or retirement contributions. Taxes Another factor is taxes. Taxes cost various amounts of money depending on where you live. One lives in a state with high-income tax rates while the other resides in a state with no income tax.

Budgeting

Diamond Consultants

DECEMBER 5, 2023

Bound by sunset agreements The ability to acquire businesses from retiring advisors is a great way to leapfrog an advisor’s growth. And large teams with many advisors are often continuously fulfilling a sunset buyout for a retiring team member—creating a continuous cycle that can be difficult to break.

Clients

Good Financial Cents

JULY 11, 2022

If you’re unsure what multi-level marketing is, it’s a term used to describe any business model that rewards people for sales and recruiting others to work beneath them. Dividends are usually paid quarterly and are taxable at your marginal tax rate. The more investments you buy that have dividends, the more money you can make.

Financial Advisor

The Big Picture

SEPTEMBER 19, 2023

So I applied to Maryland State retirement. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. 00:15:31 And so he put me in contact with a recruiter. In fact, state revenues were often at all time highs from taxes when this happened. That sounds fascinating. How did that come about?

Assets

The Big Picture

FEBRUARY 12, 2024

So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. They were getting flows of retirement money on a continued basis. So I applied to half a dozen of the best programs. 00:03:03 I got rejected at all of them really.

Economy

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. What Passive Income is not.

Accounting

The Big Picture

MAY 7, 2024

And she did a plan for me personally and answered the questions, can I retire? 00:32:57 [Speaker Changed] Tax day was Monday, tax day was, what 00:32:59 [Speaker Changed] Did I forget? To my recruiter nanny, what she had to fire her suddenly one day. 00:29:28 [Speaker Changed] Yeah. Can I send my kids to school?

Startup

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. It’s part of their own tax planning.

Management

SEI

SEPTEMBER 17, 2022

So it kind of seems like that the retirement of Trust3000 is a long ways away. Maybe if you can just comment on your advisor recruiting efforts. So every quarter you kind of mentioned that you recruited a certain number of advisors. Rajiv Bhatia: Got it. That's helpful. Ryan Hicke: Sure. Dennis, you want to take that one?

Clients

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. And it’s paid off, it’s paid spades in terms of, it helps us make sure that we’re recruiting the right people, it helps us in terms of retaining folks. Also being cognizant of the tax implications of trading activity. RITHOLTZ: Really interesting.

Portfolio

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars.

Clients

The Big Picture

AUGUST 8, 2022

In this country, we subsidize homeownership only if you borrow through taxes. And then, for example, you can give them a little tax credit for their down payment. Some countries try to fix that, so there are some papers about that tax bias …. It is well known that tax bias of debt over equity is a distortion in the economy.

Banking

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. And you could look around and find Munis running a tax equivalent — NORTON: That’s right. RITHOLTZ: Oh, sure. NORTON: Right.

Portfolio

Indigo Marketing Agency

JANUARY 24, 2024

Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. Rebecca is the author of the bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death. billion in client assets.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. Rebecca is the author of the bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death. billion in client assets.

Financial Advisor

The Big Picture

APRIL 25, 2023

We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?”

Compliance

The Big Picture

JULY 18, 2023

WAGNER: Yeah, there are a few assets that persistently appreciate for a long period of time, you know, the very, very best companies, if you buy them, you know, consistently, you know, this whole idea of, you know, your retirement account, right, where you’re buying every month, that’s great. No income tax though.

Investments

The Big Picture

JULY 29, 2024

So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. So clearly tax loss harvesting is a big one. It was great.

Clients