Wealth Management

APRIL 9, 2025

Court of Appeals for the Second Circuit upholds QTIP trust valuation for estate tax, rejecting deduction for settlement payment to widows estate. In Kalikow v. Commissioner, the U.S.

Valuation 245

Valuation Taxes 245

Wealth Management

FEBRUARY 27, 2025

Why the valuation date matters in divorce, gift and estate cases.

Valuation 195

Valuation 195

Abnormal Returns

JANUARY 13, 2025

advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management. (thinkadvisor.com) How technology is helping advisers do their real job - helping clients. 199A deductions. axios.com)

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

Wealth Management

MARCH 26, 2024

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Wealth Management 269

Wealth Management Valuation Management 269

Wealth Management

OCTOBER 6, 2022

Thursday, October 27, 2022 | 4:00 PM ET

Wealth Management 189

Wealth Management Valuation Management 189

Wealth Management

JULY 17, 2024

Human Interest helps small businesses set up 401(k) services.

Startup 279

Startup Valuation Retirement 279

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. Welcome back to the 333rd episode of the Financial Advisor Success Podcast !

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Wealth Management

JANUARY 21, 2025

Analyzing the underpinnings of the U.S. Supreme Courts decision.

Valuation 246

Valuation 246

Wealth Management

JUNE 4, 2025

Key steps for executors handling art and tangible property in estates, from initial inventory to valuation and disposition strategies.

Valuation 147

Valuation 147

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 301

Valuation Assets Management 301

Wealth Management

APRIL 17, 2023

How business owners preparing for a sale can benefit from the expected uptick in M&A activity.

Valuation 264

Valuation Sales 264

Wealth Management

OCTOBER 8, 2024

Proceeds from minority raise will fund growth for Dynasty.

Valuation 288

Valuation Assets 288

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 278

Valuation 278

Wealth Management

APRIL 22, 2025

The fundraising round was led by GIC, Singapores sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9

Valuation 251

Valuation 251

Wealth Management

SEPTEMBER 26, 2022

Demand for net lease retail is softening, which is forcing a pricing reset—albeit more slowly than buyers would like.

Retail 312

Retail Valuation 312

Wealth Management

JANUARY 30, 2024

Fundamental principles still apply regardless of structure.

Valuation 278

Valuation 278

Wealth Management

JUNE 28, 2024

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

Valuation 258

Valuation 258

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning 264

Strategic Planning Valuation Taxes Clients 264

Wealth Management

MAY 14, 2024

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Valuation 264

Valuation 264

Abnormal Returns

MAY 8, 2023

financial-planning.com) The biz What variables matter when it comes to RIA valuation. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Steve Sanduski

JANUARY 22, 2025

Guests: Gary Roth and Mike Capelle , Co-Founders and Co-CEOs of Modern Wealth Management. On today’s show, Gary Roth and Mike Capelle share their vision for Modern Wealth Management and why they believe the RIA industry is just starting to hit its stride. Helping firms achieve and sustain organic growth.

Wealth Management 52

Wealth Management Management Clients Valuation 52

Wealth Management

MARCH 5, 2025

Tips for avoiding IRS scrutiny in an audit.

Valuation 260

Valuation 260

Wealth Management

MARCH 15, 2024

Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.

Valuation 260

Valuation 260

Wealth Management

JANUARY 29, 2024

Doubling the number of auditors requires an adjustment in approach.

Valuation 278

Valuation Numbers 278

Wealth Management

JUNE 22, 2023

The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.

Valuation 277

Valuation Investing Investments 277

Wealth Management

JUNE 12, 2023

After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

Valuation 264

Valuation 264

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

Insurance 299

Insurance Valuation 299

Abnormal Returns

JANUARY 20, 2023

(variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. ft.com) Startups How unicorns are dealing with the decline in valuations. on.ft.com) The CPA shortage is real. wsj.com) Why PE firms are reluctant to put 'dry powder' to work.

Investing 246

Investing Investments Startup Financial Advising 246

Wealth Management

MARCH 31, 2025

Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.

Valuation 213

Valuation Marketing Marketing 213

The Big Picture

MAY 4, 2023

Washington Post ) • How Interest Rates & Inflation Impact Stock Market Valuations : You would assume, all else equal, that much higher interest rates and price levels would have had a far greater impact on the stock market. That puts Mexico far above the Netherlands (14%), Belgium (13%) and even Oktoberfest progenitor Germany (9%).

Assets 338

Assets Wealth Management Valuation Management 338

Wealth Management

JANUARY 30, 2024

Developments from 1999 through 2019.

Valuation 278

Valuation Taxes 278

Wealth Management

AUGUST 11, 2022

Buyers are beginning to ask for discounts and some deals fall through. But experts say the disturbance in the sector is based on “short-term uncertainty.”

Valuation 246

Valuation 246

Wealth Management

JANUARY 29, 2024

Larry Swedroe: Falling valuations mean that future expected returns are higher.

Assets 315

Assets Valuation 315

Wealth Management

MARCH 12, 2024

Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.

Valuation 319

Valuation Media Investing Investments 319

Trade Brains

NOVEMBER 6, 2024

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Share Price: The shares of Titan are trading at Rs. 3,188 down 1.3%

Banking 98

Banking Distribution Valuation Retail 98

Wealth Management

JANUARY 30, 2024

Developments from 2020 to 2023.

Valuation 262

Valuation Taxes 262

Wealth Management

FEBRUARY 14, 2024

Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.

Valuation 298

Valuation Marketing Marketing 298