Abnormal Returns

OCTOBER 14, 2024

podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management. riabiz.com) Dynasty Financial Partners Dynasty Financial Partners just garnered an investment from Blackrock and JPMorgan Asset Management. (fa-mag.com)

Estate Planning 279

Estate Planning Financial Planner Wealth Management Retirement 279

Cornerstone Financial Advisory

MARCH 14, 2025

As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning?

Estate Planning 52

Estate Planning Planning Healthcare Ethics 52

Wealth Management

AUGUST 2, 2023

Mercer is expanding its footprint in California and Texas and bolstering its estate planning capabilities with two deals announced this week.

Estate Planning 245

Estate Planning Assets Planning 245

Abnormal Returns

FEBRUARY 19, 2024

standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Abnormal Returns

SEPTEMBER 23, 2024

(youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. kitces.com) It seems like everybody is jumping on the private assets bandwagon.

Wealth Management 277

Wealth Management Estate Planning Clients Management 277

Abnormal Returns

DECEMBER 4, 2024

humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure. wsj.com) College Why income matters more than assets when it comes to college financial aid. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning.

Retirement 147

Retirement Estate Planning Taxes Assets 147

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. The trust is a wholly separate entity from you.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

Wealth Management

OCTOBER 15, 2023

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

Estate Planning 269

Estate Planning Investments Investing Assets 269

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. What is a concentrated stock position?

Management 66

Management Taxes Estate Planning Asset Allocation 66

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets.

Estate Planning 112

Estate Planning Planning Distribution Valuation 112

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' advisorperspectives.com) Practice management Why RIAs need to focus on organic growth. fa-mag.com) Alts Should RIAs recommend funds managed by their PE-backers? riabiz.com) Estate planning is growing in importance for advisers.

Recruitment 279

Recruitment Estate Planning Financial Planning Retirement 279

Abnormal Returns

JUNE 3, 2024

nytimes.com) How estate planning for blended families can go wrong. investmentnews.com) Why organic asset growth is hard to find. citywire.com) Real estate issues aside, interval funds continue to take in assets. (wsj.com) McKinsey & Co. has hired former Orion CEO Eric Clarke as a senior advisor.

Estate Planning 278

Estate Planning CFP Retirement Assets 278

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

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

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Abnormal Returns

SEPTEMBER 4, 2023

standarddeviationspod.com) Creative Planning Creative Planning is buying Goldman Sachs' former Personal Financial Management unit. citywire.com) The deal underlines Creative Planning's rapid growth over the past few years. riabiz.com) Creative Planning could reintroduce the United Capital brand.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

James Hendries

OCTOBER 11, 2022

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not. adults (46%) have a will that dictates what happens to their assets when they die. An estate plan may not be all you need to help ensure your assets transfer quickly.

Estate Planning 98

Estate Planning Planning Medical Assets 98

Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Abnormal Returns

MARCH 20, 2023

standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. reuters.com) Practice management Why scale in the RIA space is increasingly important. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 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!

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!

Estate Planning 95

Estate Planning Planning Healthcare Medical 95

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 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!

Clients 246

Clients B2B Estate Planning Planning 246

Carson Wealth

OCTOBER 25, 2023

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues.

Estate Planning 102

Estate Planning Planning Assets Taxes 102

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Wealth Management

MARCH 15, 2023

The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.

Estate Planning 130

Estate Planning Planning Assets Management 130

Carson Wealth

APRIL 4, 2024

Once cognition or health is impaired, things can become far more difficult for everyone to manage. Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) Begin by emphasizing that you are there for them and that you will follow their lead.

Management 137

Management Healthcare Medical Estate Planning 137

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 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. A will and a trust are two different estate planning tools. Do I need a revocable living trust?

Assets 98

Assets Estate Planning Distribution Taxes 98

Carson Wealth

OCTOBER 5, 2023

The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court. Hire an Estate Planning Attorney For most people creating a will, hiring an estate planning attorney makes the most sense.

Estate Planning 142

Estate Planning Planning Assets Taxes 142

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management 96

Management Wealth Management Wealth Advisor Taxes 96

Abnormal Returns

SEPTEMBER 11, 2023

(riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers. investmentnews.com) Why the global wealth management is a growth business. economist.com) Practice management Scaling a small RIA practice comes with a lot of challenges. thinkadvisor.com) How RMDs on 401(k) accounts are different.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246