Wealth Management

APRIL 4, 2024

The firm, which already works with individual investors, wants to build up its relationships across private wealth distribution channels.

Assets 227

Assets Management Distribution 227

Wealth Management

MAY 22, 2024

A comprehensive guide to family conflict and asset distribution.

Distribution 248

Distribution Assets 248

Abnormal Returns

AUGUST 18, 2024

downtownjoshbrown.com) There is nothing normal about the distribution of angel investment returns. albertbridgecapital.com) Cullen Roche, "Residential real estate is an enormously expensive asset when viewed thru the lens of real, real returns." (optimisticallie.com) Big up and down days in the stock market tend to cluster.

Distribution 298

Distribution Assets Investing Investments 298

Wealth Management

MARCH 18, 2025

The asset manager has formed a joint venture led by a former Blackstone exec to create a distribution platform focused on RIAs, IBDs and family offices.

Distribution 203

Distribution Assets Management 203

Darrow Wealth Management

NOVEMBER 11, 2024

When you make a distribution, the original nondeductible IRA contribution amount isn’t included in your taxable income, but the earnings and growth from it is. Each time you take money out from individual retirement accounts, you won’t need to pay taxes on the proportion of nondeductible contributions to all IRA assets.

Taxes 95

Taxes Distribution Retirement Retirement Planning 95

Abnormal Returns

JANUARY 16, 2024

Asset management Big asset managers get paid on AUM, not performance. blogs.cfainstitute.org) A review of recent research on fail-tailed distributions. papers.ssrn.com) A primer on private credit. sapientcapital.com) How the ETF came to be. institutionalinvestor.com) Macro There seems to be a macroeconomic announcement premium.

Distribution 262

Distribution Media Assets Economics 262

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 190

Estate Planning Distribution Assets Planning 190

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 189

Estate Planning Clients Distribution Assets 189

Nerd's Eye View

SEPTEMBER 11, 2024

Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account's assets after the owner's death. But the SECURE 2.0

Accounting 246

Accounting Retirement Distribution Taxes 246

Wealth Management

MARCH 14, 2024

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management.

Management 246

Management Investing Investments Distribution 246

Nerd's Eye View

NOVEMBER 23, 2022

They can also permit participants to take loans from the plan, creating a source of emergency funds without the need to make a (potentially taxable) distribution. Off-the-shelf plans can be easier to administer, since the broker-dealer handles most of the plan paperwork and holds the plan assets often for little to no cost.

Planning 246

Planning Distribution Assets Retirement Planning 246

Darrow Wealth Management

JANUARY 30, 2023

However, it doesn’t mean that delaying IRA distributions is the right move for everyone. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. The couple could reinvest the proceeds right away (being mindful of their overall asset allocation and tax-loss harvesting rules).

Distribution 95

Distribution Tax Planning Retirement Taxes 95

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner). the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JUNE 22, 2023

It shows “Share of Total Assets Held by the Bottom 50% ( red line ) versus the Share of Total Assets Held by the Top 0.1% ( green line ). Consider the chart at top, created by Invictus via FRED. That spread is currently just about as wide as its ever been.

Distribution 306

Distribution Assets Numbers Economics 306

Nerd's Eye View

JULY 24, 2024

One of the biggest changes was to eliminate the prior "stretch" treatment of post-death distributions for most non-spouse beneficiaries, who are now subject to the so-called 10-Year Rule requiring beneficiaries to fully distribute inherited retirement accounts by the end of the 10th year following the original account owner's death.

Distribution 190

Distribution Accounting Retirement Tax Planning 190

The Big Picture

FEBRUARY 27, 2023

I asked my buddy if he had any interest in selling the stub (assets include name, intellectual property, board, ticker symbol, etc.) aka The Hidden World of Failure ) (October 23, 2020) Stock Ownership : Distribution of Household Wealth in the U.S. for pennies on the dollar.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Carson Wealth

JANUARY 5, 2023

Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an inverse benefit: Contributions are taxed up front, but growth and qualified distributions are tax-free. One of those is the Required Minimum Distribution (RMD) rule.

Distribution 98

Distribution Retirement Planning Taxes 98

Abnormal Returns

FEBRUARY 19, 2024

morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. advisorperspectives.com) Fidelity Charitable distributed $11.8 (downtownjoshbrown.com) How indexing has made for a better financial advice industry. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Nerd's Eye View

APRIL 19, 2024

Also in industry news this week: The Office of Management and Budget (OMB) has completed its review of the Department of Labor's new "fiduciary rule ", indicating that it could be released in the coming days or weeks (though, like its predecessors, its ultimate disposition is likely to be determined in the courts) The IRS announced this week that it (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

JANUARY 4, 2023

Further, given that a client’s monthly distributions will almost certainly change at some point when implementing a guardrails strategy, they must understand what this means in practical terms. If the portfolio balance declines due to excess distributions (e.g.,

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

AUGUST 23, 2023

Testamentary CGAs, on the other hand, can be established after a donor’s death, funded with IRA or other assets to provide income for another person. But the SECURE 2.0

Taxes 246

Taxes Retirement Clients Estate Planning 246

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. Here are three main reasons you may want to consider putting your assets in a trust. Funding a trust means retitling assets in the name of your trust. During your life, you can add, use, or remove assets in the trust.

Assets 98

Assets Estate Planning Distribution Taxes 98

Nerd's Eye View

JULY 19, 2024

Also in industry news this week: A new survey of RIAs indicates that about 1/3 of respondents have been in serious M&A negotiations during the past 3 years and that many firms are embracing a hybrid work environment, with employees splitting time between working from home and from the office The IRS on Thursday issued final regulations regarding (..)

Financial Planner 246

Financial Planner Distribution Accounting Numbers 246

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. And so our distribution team sits under that. Is it quantum computing?

Investing 147

Investing Investments Assets Retail 147

Wealth Management

FEBRUARY 25, 2025

Several asset managers made announcements pushing distribution into the wealth channel. Morningstar profiled the top 15 value-creating stocks of the past decade. These are among the investment must reads we found this week for wealth advisors.

Wealth Advisor 150

Wealth Advisor Investing Investments Distribution 150

Carson Wealth

DECEMBER 5, 2024

However, either the donor or the donor’s representative retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Once the donor makes the contribution, the organization has legal control over it.

Taxes 117

Taxes Nonprofit Accounting Assets 117

The Big Picture

JANUARY 16, 2023

The Value of Corporate Pension Assets Fell Dramatically. It was a bit of a remarkable coincidence that both assets and liabilities fell by such a large but similar amount,” says Aon’s Joe McDonald. That is good enough for a total return of more than 21,500% or an annualized 5.8% per year. ( A Wealth of Common Sense ). • Bloomberg ).

Healthcare 276

Healthcare Engineering Banking Distribution 276

Nerd's Eye View

APRIL 29, 2024

Finally, in the funding phase, advisors can provide value by ensuring that accounts are retitled as necessary so that the client's assets are appropriately positioned to meet the goals of their newly crafted estate plan. Sometimes, estate planning attorneys might be reluctant to work closely with a client's financial advisor. Read More.

Estate Planning 246

Estate Planning Clients Planning Financial Advisor 246

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. abnormalreturns.com) Adviser links: forced distributions. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022. abnormalreturns.com) What you missed in our Sunday linkfest.

Startup 242

Startup Valuation Financial Advising Distribution 242

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

Nerd's Eye View

JANUARY 31, 2024

This allows the account to grow on a tax-deferred basis, with income to beneficiaries being taxed when distributions are made. Second is that the CRUT is testamentary (i.e., it is an 'empty basket' that doesn't receive funds until the owner's passing).

Financial Advisor 246

Financial Advisor Estate Planning Nonprofit Financial Planner 246

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 246

Retirement Planning Startup Compliance Clients 246

Nerd's Eye View

NOVEMBER 4, 2022

A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Good Financial Cents

JANUARY 16, 2023

Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments. Unique Asset Classes. Yieldstreet IRA.

Assets 94

Assets Investing Investments Accounting 94