Preparing for the Sunset of the 2017 Tax Reform Act
Wealth Management
JUNE 21, 2024
Some strategic actions and best practices in the wake of the sunsetting of the 2017 Tax Reform and Jobs Act in 2025.
Talking How Not to Invest with Prof G
The Big Picture
MARCH 13, 2025
I have known Scott Galloway since way before his first book, The Four , came out in 2017. He had been on MiB prior, and it was my pleasure to intro it at NYU Stern when it first was published.
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
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Fidelity Cuts About 700 Jobs, Its First Reduction Since 2017
Wealth Management
MARCH 11, 2024
Fidelity shook up its senior management ranks last month.
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The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella
Wealth Management
APRIL 17, 2024
In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
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Cambridge CTO Nick Graham Quietly Departs
Wealth Management
JANUARY 16, 2025
Graham, who joined Cambridge in 2017, stepped down from his role on Dec. The IBD is currently searching for a replacement.
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Fired LPL Chief Championed Firm Culture He Later Violated
Wealth Management
OCTOBER 3, 2024
The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his mission was about “taking care of you, so you can take care of your clients,” is proving a shock.
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For Madame or Mister President, Taxes Are High on ’25 Agenda
Wealth Management
OCTOBER 28, 2024
The Tax Cuts and Jobs Act of 2017 is on the cusp of expiration. What that could could mean for you.
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10 Weekend Reads
The Big Picture
OCTOBER 28, 2023
Business Insider ) • UBS Looks Beyond Credit Suisse to Bank Even More Billionaires : The return of CEO Sergio Ermotti and the acquisition of its Swiss rival have the bank doubling down on wealth management and expanding in the US. If the past is any indication, younger generations shouldn’t get their hopes up.
Robert Schmansky, AIF® Named Five Star Wealth Manager - 2017-2023
ClearMoney
APRIL 20, 2020
View our award in Hour Detroit and dBusiness magazine2020 Five Star Detroit Wealth Manager Robert Schmansky(2017, 2018, 2019, 2020, 2021)
IRS Turns to Wealthy Non-Filers in Push to Get More Tax Dollars
Wealth Management
FEBRUARY 29, 2024
The agency this week is sending letters to target 125,000 cases of taxpayers with incomes of more than $400,000 who didn’t file returns between the years 2017 and 2021.
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RIA Edge 100: MAI Capital Management
Wealth Management
FEBRUARY 6, 2023
Preparing to celebrate its 50th anniversary this year, MAI Capital Management has grown by at least 170% since 2017 while maintaining an impressive level of client service, adding capabilities and developing a strong acquisition model.
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MiB: Women in Finance
The Big Picture
MARCH 9, 2023
MiB: Women in Finance Dominique Mielle, Canyon Capital ( coming March 24, 2023) Maria Vassalou, Goldman Sachs Asset Management March 4, 2023 Jennifer Grancio, Engine No. economist at Morgan Stanley August 19, 2017 Dana Telsey of TAG Retail Group January 7, 2017 Bethany McLean on Enron and Wall Street’s PR Machine March 22, 2016 J.P.
Blake, Bottolfsen, Daley, and Moore Are Advisor Today’s 4 Under 40 Winners
NAIFA Advisor Today
OCTOBER 19, 2022
Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency (..)
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Major Tax Changes Are Coming in 2026. Are You Ready?
Darrow Wealth Management
JULY 1, 2024
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.
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Active Managers Will Outperform Indexes in 2023, Says Bank of America
Wealth Management
DECEMBER 20, 2022
Following a strong November, active funds were on pace to have their best year versus their benchmarks since 2017, with 45% outperforming, according to Bank of America.
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Andreessen Horowitz To Manage Fortunes of Tech Stars
Validea
AUGUST 5, 2022
Venture firm Andreessen Horowitz, known as a16z, has hired former Jordan Park Group CIO Michel Del Buono to head up its new business managing the wealth of many of the clients it helped make rich. Wealth management can be an enormously profitable business, as money is usually slow to leave once it comes in. billion.
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Major Tax Changes Are Coming in 2026. Are You Ready?
Darrow Wealth Management
JULY 1, 2024
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.
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Anand Rathi Wealth Limited – Is It Riding the Wave of Growth?
Trade Brains
JANUARY 24, 2024
Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). The HNI population in India has grown at a Compound annual growth rate(CAGR) of 21% from 2017 to 2022.
How to Get What You Want
The Irrelevant Investor
APRIL 15, 2022
Nick came to one of our conferences in 2017 from Boston, on his own dime. I get asked all the time "How can I get into wealth management?" Five years ago he was working as a data analytics something or the other. Today, he's a published financial author. He saw what he wanted, he went after it, and he got it.
The State of the Financial Services Industry
The Irrelevant Investor
JULY 30, 2019
Full disclosure, Ritholtz Wealth Management has 7 Certified Financial Planners on staff) According to the journal, "The Board tells financial planners $145 of their $355 annual certification fee goes to a public-awarezness campaign, which in part promotes the LetsMakeAPlan.org site.
High FII Holding Stocks Under Rs 100 To Add To Your Watchlist
Trade Brains
OCTOBER 13, 2023
The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. The Bank received its RBI License in 2016 & received its scheduled bank status in February 2017. It also offers home loans via Nido Home Finance Ltd.
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The Mysteries of UBS: Deciphering What Drives its Wins and Losses
Diamond Consultants
AUGUST 23, 2023
On the one hand, as the largest global wealth manager, the firm boasts an internationally renowned brand, a sophisticated investment, trust, and lending platform, and a more boutique feel than its direct competitors. UBS’s withdrawal from the Protocol for Broker Recruiting in 2017 further validated this theory.
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Back to the Investment Basics
Yardley Wealth Management
SEPTEMBER 14, 2022
The post Back to the Investment Basics appeared first on Yardley Wealth Management, LLC. Inflation is real, and needs to be managed; we also can’t rule out the possibility we’ll still see stagflation and/or a recession (although neither has happened yet). 2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S.
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My Decade
The Irrelevant Investor
DECEMBER 2, 2019
In September, Josh, Kris, Barry and I left the firm we were working at to start Ritholtz Wealth Management. 2017 We had our first child in February, and in November Ben and I started Animal Spirits. 2018 Ritholtz Wealth Management moves out of 90 Park Avenue and into our own office space. I've never been happier.
Incentive Stock Options: Navigating AMT and AMT Credits
Darrow Wealth Management
MARCH 29, 2024
AMT exemptions and phase out were increased significantly in the 2017 Tax Cuts and Jobs Act. Last reviewed March 2024 The post Incentive Stock Options: Navigating AMT and AMT Credits appeared first on Darrow Wealth Management. There are two AMT tax rates: 26% and 28%. These higher limits are scheduled to sunset in 2026.
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Investing in Uncertain Times
Yardley Wealth Management
MAY 18, 2022
The post Investing in Uncertain Times appeared first on Yardley Wealth Management, LLC. Bond investing and interest rates (again) : You may recall, interest rates did tick upward in 2017–2018, creating concerns similar to those we’re hearing today. Despite that, the Vanguard Long-Term Treasury Index ETF (VGLT) returned 8.6%
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Is Inflation Haunting Your Dreams?
Yardley Wealth Management
OCTOBER 13, 2021
appeared first on Yardley Wealth Management, LLC. For example, as reported by Dimensional Fund Advisors, $1 invested in the S&P 500 Index from 1926–2017 would have grown to $533 worth of purchasing power by the end of 2017, after adjusting for Inflation. appeared first on Yardley Wealth Management, LLC.
How Advisors Deal With High Net Worth Clients
BlueMind
NOVEMBER 24, 2022
Registered Investment Advisors versus Broker-Dealers The bigger the wealth, the more complicated it is to manage it. Over the recent years, these clients are more inclined to prefer registered investment advisors (RIA) over broker-dealers to manage their affluence, and understandably so. In fact, the 2017 U.S.
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Part 3: Tax-Wise Financial Planning
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Even with the 2017 Tax Cuts and Jobs Act tax code changes, tax breaks remain for the philanthropically minded. Could you use an experienced hand to keep your total wealth at play? Life happens. Good for you! We’re here to help!
Part 3: Tax-Wise Financial Planning
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Even with the 2017 Tax Cuts and Jobs Act tax code changes, tax breaks remain for the philanthropically minded. Could you use an experienced hand to keep your total wealth at play? Part 3: Tax-Wise Financial Planning.
Tax and Financial Planning Ideas For 2023
Park Place Financial
JANUARY 9, 2023
Discover some components to bear in mind with your wealth management goals as we enter 2023. The standard deduction was significantly increased under the Tax Cut and Jobs Act of 2017 and was also indexed for inflation, setting a precedent for future years. Retirement Savings Accounts . Tax Deductions .
6 Tax Strategies for Incentive Stock Options and AMT
Darrow Wealth Management
MARCH 24, 2024
2026 tax law changes impacting alternative minimum tax The 2017 Tax Cuts and Jobs Act drastically reduced the number of taxpayers who were subject to the AMT. AMT exemptions: The AMT exemption was $84,500 for married taxpayers filing jointly and $54,300 for single filers in 2017. Run the numbers to find out.
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Best stocks in which FIIs are consistently increasing stake to add to your watchlist
Trade Brains
SEPTEMBER 13, 2024
Best stocks in which FIIs are consistently increasing stake KFin Technologies KFin Technologies , established in 2017, operates in the financial technology sector and employs around 6000+ people. This platform is set to transform wealth management by providing seamless, omnichannel solutions.
How to Incorporate Real Estate into Your Personal Financial Plan
Harness Wealth
JUNE 30, 2023
In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making.
KFin Technologies IPO Review – Strengths, Weaknesses & More
Trade Brains
DECEMBER 15, 2022
KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. The company provides comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate issuers across asset classes in India. Keep reading to find out!
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5 Big Changes to Roth Accounts in Secure Act 2.0
Darrow Wealth Management
JANUARY 9, 2023
Starting with the 2017 Tax Cuts and Jobs Act, then the 2019 Secure Act 1.0, appeared first on Darrow Wealth Management. Then, employers need to update plan documents, so again, it may take time to truly be in effect. Planning for change. The Secure Act 2.0 is just another massive change in tax law in the last few years.
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Protecting What’s Yours (While You’re Alive)
Yardley Wealth Management
JANUARY 4, 2022
The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. In 2017, the SEC approved the role of trusted contact person as part of a FINRA Rule 4512 amendment. Don’t wait until it’s too late. Trusted Contact Person(s) The Basics.
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Protecting What’s Yours (While You’re Alive)
Yardley Wealth Management
JANUARY 4, 2022
The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. In 2017, the SEC approved the role of trusted contact person as part of a FINRA Rule 4512 amendment. The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC.
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6 Tax Strategies for Incentive Stock Options and AMT
Darrow Wealth Management
MARCH 24, 2024
2026 tax law changes impacting alternative minimum tax The 2017 Tax Cuts and Jobs Act drastically reduced the number of taxpayers who were subject to the AMT. AMT exemptions: The AMT exemption was $84,500 for married taxpayers filing jointly and $54,300 for single filers in 2017. Run the numbers to find out.
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Top Growth Stocks in India – Financials And Growth Prospects
Trade Brains
JULY 23, 2022
In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? Bajaj Finance is involved with personal finance, SME and commercial lending, and wealth management targeting the consumer lending space. In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ?
Kotak Mahindra vs IndusInd Bank vs Axis Bank – Complete Analysis
Trade Brains
JULY 31, 2022
Its services include s banking (consumer, commercial, corporate), credit& financing, asset management, life and general insurance, stockbroking, investment banking, wealth management, microfinance, and asset reconstruction. 2017 2018 2019 2020 2021. 2017 2018 2019 2020 2021. Total Income (Rs in Cr).
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ESG and the Stock-Picker’s Dilemma
Brown Advisory
SEPTEMBER 22, 2017
ESG and the Stock-Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.
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ESG and the Stock-Picker’s Dilemma
Brown Advisory
SEPTEMBER 22, 2017
Fri, 09/22/2017 - 12:58. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. The Journal of Portfolio Management 40(2): 18-29.
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Go Digit IPO Review 2024 – GMP, Financials And More
Trade Brains
MAY 14, 2024
Cr customers who availed insurance benefits from since the Company’s inception in 2017. The RedSeer report was commissioned by Go Digit for the sole purpose of creating this RHP. As of December 31, 2023, Go Digit had 4.3 Out of the 4.3 Cr customers, 2.8 Cr were customers acquired by offering motor insurance, 1.5 Investment Rs.
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