Nerd's Eye View

JULY 18, 2025

Also in industry news this week: A recent survey finds that next-generation employees at broker-dealers are looking for improvements in branding and social media promotion from their firms as they look to build their own practices and take the reins from a rapidly graying advisor population RIA M&A volume hit a record in the first half of 2025 (..)

Financial Planner 231

Financial Planner Recruitment Tax Planning Financial Advice 231

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52

Startup Taxes Tax Planning Transportation 52

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 52

Taxes Compliance Accounting Numbers 52

Darrow Wealth Management

FEBRUARY 20, 2023

Did you apply for this position or were you recruited? Then there are the tax implications. Changes in the market/economy or industry landscape are also outside your control but can easily derail well-laid plans. This can also help with longer term tax planning optimization. Are you currently employed?

Startup 105

Startup Taxes Wealth Management Tax Planning 105

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 40

Recruitment Taxes Financial Services Planning 40

Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. Moreover they have concerns around delegating (i.e. giving up power/control of “their baby”).

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Diamond Consultants

AUGUST 9, 2022

And, of course, there is always the option to build your own community via targeted recruiting and acquisitions. Additionally, industry events and custodial or broker dealer conferences give advisors time to interact regularly. The End Game: Succession.

Compliance 59

Compliance Recruitment Clients Retirement 59