Abnormal Returns

APRIL 21, 2025

(kitces.com) Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. thinkadvisor.com) The biz How Vanguard could integrate private assets. riabiz.com) The battle over online estate planning is only heating up. alphaarchitect.com) Succession plans are not set it and forget it.

Retirement Planning 157

Retirement Planning Estate Planning Retirement Planning 157

Nerd's Eye View

APRIL 22, 2025

Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families. Read More.

Clients 130

Clients Planning Estate Planning Communication 130

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Notably, certain client assets have built-in creditor protection without the use of (often expensive) products or tools.

Education 246

Education Assets Clients Estate Planning 246

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 246

Estate Planning Assets Planning 246

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 119

Estate Planning Planning Distribution Valuation 119

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 278

Estate Planning Investing Investments Assets 278

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Know the Rules for Passing on Your Assets. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Abnormal Returns

SEPTEMBER 4, 2024

(morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition. spilledcoffee.co) Defining 'enough' for yourself.

Estate Planning 261

Estate Planning Retirement Tax Planning Planning 261

Abnormal Returns

FEBRUARY 19, 2024

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. obliviousinvestor.com) Estate planning Changing an estate plan takes time.

Clients 274

Clients Estate Planning Wealth Management Financial Advice 274

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

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., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). at age 21 or 30) or stagger distributions at multiple ages.

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., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). at age 21 or 30) or stagger distributions at multiple ages.

Estate Planning 189

Estate Planning Clients Distribution Assets 189

Abnormal Returns

JUNE 12, 2024

podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. awealthofcommonsense.com) Why asset allocation matters. Why you need to plan for it. theretirementmanifesto.com) A problem with Medicare Advantage plans. semafor.com) Retirement Cognitive decline is inevitable.

Asset Allocation 261

Asset Allocation Financial Advisor Estate Planning Retirement 261

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 274

Estate Planning CFP Retirement Assets 274

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 144

Retirement Estate Planning Taxes Assets 144

Abnormal Returns

SEPTEMBER 23, 2024

Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. riabiz.com) Advisers How Peter Mallouk built Creative Planning into a $300 billion AUM powerhouse.

Wealth Management 273

Wealth Management Estate Planning Clients Management 273

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. am.jpmorgan.com) How longevity literacy affect financial wellness in retirement.

Recruitment 274

Recruitment Estate Planning Financial Planning Retirement 274

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

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

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

Carson Wealth

OCTOBER 5, 2023

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

Estate Planning 75

Estate Planning Planning Assets 75

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 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. thinkadvisor.com)

Estate Planning 260

Estate Planning Financial Planning Retirement Planning 260

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

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. Here are 101 action items.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Abnormal Returns

MARCH 20, 2023

barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. citywire.com) Adviser technologies are becoming commoditized. (thinkadvisor.com) Lisa Shidler, "Farther is hoping the logic of creating a one-umbrella, one-brand RIA with a plethora of choice will draw good advisors and their clients' assets."

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

Risk Management 290

Risk Management Taxes Estate Planning Financial Planner 290

Abnormal Returns

JULY 13, 2022

peterlazaroff.com) Estate planning Why you need an estate plan. thomaskopelman.com) Where you hold assets affects your ability to do bequests. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?:

Estate Planning 187

Estate Planning Medical Financial Advisor Planning 187

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

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

JANUARY 24, 2024

In this guest post, David Haughton, the Team Lead for Advanced Planning at Commonwealth Financial Network, explores the importance of comprehensive POAs and how they can be constructed to avoid many of the common pitfalls that loved ones may encounter when accessing an incapacitated person's assets.

Estate Planning 246

Estate Planning Accounting Clients Planning 246

Nerd's Eye View

JANUARY 24, 2024

In this guest post, David Haughton, the Team Lead for Advanced Planning at Commonwealth Financial Network, explores the importance of comprehensive POAs and how they can be constructed to avoid many of the common pitfalls that loved ones may encounter when accessing an incapacitated person's assets.

Clients 246

Clients Estate Planning Accounting Planning 246

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

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

Carson Wealth

OCTOBER 5, 2023

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

Estate Planning 59

Estate Planning Planning Assets 59

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