Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 229

CFP Retirement Planning 229

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. kitces.com) Estate planning Four things to consider in anticipation of 2026. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 130

CFP Retirement Planning 130

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

NAIFA Advisor Today

AUGUST 1, 2024

NAIFA’s Committee on Governance has nominated John Wheeler , CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

CFP 52

CFP Wealth Management Government Management 52

Darrow Wealth Management

JULY 30, 2024

Tax laws change periodically, and they’re scheduled to change again in 2026. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company.

Taxes 92

Taxes Tax Planning Startup Valuation 92