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 226

Wealth Management Estate Planning Taxes Valuation 226

Abnormal Returns

MAY 6, 2024

(newretirement.com) Sam Parr talks with Taylor and 'Jane' about how to find a purpose when living with great wealth. podcasts.apple.com) Altruist Altruist has raised $169 million, elevating its valuation to more than $1.5 advisorhub.com) How Altruist merited its new valuation.

Estate Planning 208

Estate Planning Valuation Financial Planning Planning 208

MarketWatch

APRIL 12, 2023

GS on Wednesday drew an upgrade to buy from hold at UBS on the stock’s attractive valuation and lower risk profile than its peers.

Valuation 75

Valuation Wealth Management Banking Assets 75

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 222

Investing Investments Startup Financial Advising 222

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance 205

Compliance Valuation Financial Advisor Clients 205

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 111

Valuation Assets Management 111

Darrow Wealth Management

MAY 6, 2024

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. Get help with valuation and stepped-up basis An estate’s value is determined as of a point in time, typically the date of death. The funeral home typically notifies the Social Security Administration.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

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 97

Valuation 97

Abnormal Returns

JANUARY 18, 2023

washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. (allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Wealth Management

OCTOBER 6, 2022

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

Wealth Management 75

Wealth Management Valuation Management 75

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 107

Valuation 107

The Big Picture

MAY 5, 2023

Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations. He is a member of the Management Committee and Co-Chair of the Asset Management Investment Committees, (private equity, infrastructure, growth equity, credit, and real estate).

Startup 359

Startup Wealth Management Assets Management 359

Wealth Management

APRIL 17, 2023

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

Valuation 102

Valuation Sales 102

Wealth Management

JANUARY 30, 2024

Fundamental principles still apply regardless of structure.

Valuation 107

Valuation 107

MarketWatch

APRIL 10, 2023

Northern Trust should gain deposits in its wealth management business amid turmoil in the regional banking sector, Juneja said in a research note. Its current valuation is in line with its average historical premium to its peers, which is why JPMorgan is neutral on the stock. and State Street.

Banking 52

Banking Valuation Wealth Management Management 52

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 105

Valuation Investing Investments 105

Wealth Management

JANUARY 3, 2024

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

Insurance 114

Insurance Valuation 114

Wealth Management

JANUARY 29, 2024

Doubling the number of auditors requires an adjustment in approach.

Valuation 107

Valuation Numbers 107

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 102

Valuation 102

Wealth Management

APRIL 12, 2024

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

Valuation 83

Valuation Financial Advisor Economy 83

Abnormal Returns

JULY 24, 2023

podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. (behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior. wiredplanning.com) Jonathan Hollow talks with Brian Portnoy about pursuing a meaningful life.

Valuation 200

Valuation Communication Financial Planning Management 200

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 121

Valuation Media Investing Investments 121

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. appeared first on Darrow Wealth Management. So let’s get that out of the way first.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

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 120

Retail Valuation 120

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 98

Valuation 98

Wealth Management

MARCH 27, 2024

It may cause trouble down the line If your client is audited.

Valuation 89

Valuation Taxes Clients 89

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 114

Valuation Marketing Marketing 114

Wealth Management

JANUARY 30, 2024

Developments from 1999 through 2019.

Valuation 107

Valuation Taxes 107

A Wealth of Common Sense

SEPTEMBER 19, 2023

Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. There are a lot of factors that drive the performance of financial markets over time. Plus you have to consider demographics, productivity and innovation. And the hardest variable to quantify will always be psychology.

Accounting 108

Accounting Retirement Marketing Marketing 108

Wealth Management

DECEMBER 22, 2023

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

Valuation 110

Valuation Marketing Marketing 110

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. institutionalinvestor.com) The biz Affiliated Managers Group ($AMG) is in the business of buying minority RIA stakes. mebfaber.com) 401(k) plans More companies are offering Roth 401(k) options.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Wealth Management

FEBRUARY 9, 2024

Also, business valuation tech provider Capitaliz hires a new executive and TIFIN acquires The Giving Place.

Valuation 104

Valuation 104

Abnormal Returns

DECEMBER 26, 2022

rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof. Annamaria Lusardi about the importance of financial literacy. squarespace.com) CI Financial ($CIXX) is moving forward with an IPO of its U.S.

Risk Tolerance 192

Risk Tolerance Financial Planner Financial Advising Compliance 192

Wealth Management

JANUARY 29, 2024

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

Assets 115

Assets Valuation 115

Wealth Management

JANUARY 30, 2024

Developments from 2020 to 2023.

Valuation 91

Valuation Taxes 91

Validea

JANUARY 13, 2023

But many growth fund managers are forging ahead, and investors should take note of the opportunities that may be found on the growth side. Valuations have come way down, and many companies are still reporting earnings higher than the market average, with roughly 8% expected for 2023 in the S&P 500.

Valuation 59

Valuation Healthcare Wealth Management Manufacturing 59

Abnormal Returns

AUGUST 15, 2022

investmentnews.com) Advisers What is happening with RIA valuations? (riabiz.com) Niches Niche advisers tend to earn more revenue. thinkadvisor.com) Young lawyers have their own unique financial planning needs. riabiz.com) Alternative assets are a mine field for advisers. investmentnews.com) Why it pays to shop these days for SPIAs.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130