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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations.

Assets 278
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Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

“You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

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#FASuccess Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years, With AJ Ayers

Nerd's Eye View

In this episode, we talk in-depth about how AJ and her firm have navigated periods of rapid client headcount growth (with the firm averaging 14 new clients per month in 2021 while having just three planners on staff at the time), how AJ decided to hire rapidly to meet this brisk new client demand (by leveraging LinkedIn's Recruiter platform to actively (..)

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Tax Savings Tips for Startups

Harness Wealth

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
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The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity

Diamond Consultants

Option 4: Move once, monetize twice Even if a sale to a financial or strategic buyer might yield the highest after-tax purchase price for an advisor, not all advisors are attracted to the notion of moving their book to the RIA space. This can be an issue for Gen 2 once Gen 1 retires, should they desire such guardrails.

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

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 130
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What’s Next for UBS: The Four Potential Fates of UBS and What Each Could Mean for Advisors

Diamond Consultants

In theory, such a move could help address several of the firm’s current pain points, particularly its lagging pre-tax margins. Some potential buyers may still prefer to stick to their successful strategy of recruiting out of UBS, one team or advisor at a time. It would also signal a renewed commitment to the U.S.