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Assets Estate Planning Wealth Management 
Wealth Management
APRIL 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
Wealth Management
AUGUST 21, 2024
An often-overlooked tactic in estate planning.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Abnormal Returns
MARCH 10, 2025
(citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes.
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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.
Abnormal Returns
FEBRUARY 19, 2024
(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." 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.
279 
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.
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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.”
270 
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 (..)
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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.
278 
Nerd's Eye View
FEBRUARY 5, 2024
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)
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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.
279 
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.
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 $300 billion in client assets. He’s the CEO of Creative Planning.
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Abnormal Returns
DECEMBER 5, 2022
Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless.
Abnormal Returns
MARCH 20, 2023
(thinkadvisor.com) Lisa Shidler, "Farther is hoping the logic of creating a one-umbrella, one-brand RIA with a plethora of choice will draw good advisors and their clients' assets." marknewfield.substack.com) Advisers need to be able to help clients with cash management. thinkadvisor.com)
245 
Abnormal Returns
SEPTEMBER 4, 2023
(advisorhub.com) How Creative Planning plans to integrate Goldman Sachs' PFM unit. citywire.com) Charles Schwab ($SCHW) is on track to retain ~95% of TDA assets. riabiz.com) Nine tips to help manage the TDA-Schwab transition including 'third-party direct deposits.' thinkadvisor.com)
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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
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.
130 
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. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Abnormal Returns
OCTOBER 23, 2023
advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. investmentnews.com) Advisers Why the myth of a big wealth transfer from Baby Boomers persists.
162 
Park Place Financial
NOVEMBER 29, 2022
Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .
Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes.
Zoe Financial
DECEMBER 5, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. ” Over the last year, they interviewed over 11,000 households with over $250,000 of investable assets.
Darrow Wealth Management
MARCH 13, 2025
If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income. This includes the stock itself, its sector, industry, and other highly correlated assets.
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Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Carson Wealth
DECEMBER 13, 2022
RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio.
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .
Abnormal Returns
AUGUST 21, 2023
riaintel.com) Turnqey wants to be for crypto 'what is Plaid for banking assets.' wsj.com) There is a racial gap in estate planning. (wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients. kitces.com) Crypto Securitize is buying Onramp. riabiz.com) Banks want to become advisers.
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Darrow Wealth Management
MARCH 31, 2023
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Generally, couples split the value of their assets 50-50 (though not always). Asset division is one of the major financial components of a divorce.
Darrow Wealth Management
JUNE 14, 2023
When someone experiences a life-altering financial windfall or increase to their net worth, it’s often called a sudden wealth event. 4 key steps for managing sudden wealth Engage a sudden wealth advisor to start building your professional team (tax, legal, etc.) Athletes need to be aware of state tax issues.
96 
Darrow Wealth Management
OCTOBER 28, 2024
When you own a business, your net worth is highly concentrated in one illiquid asset. How do the cash proceeds stack up against your other assets and investments? Don’t discount your non-financial goals and what you plan to do after you sell. What should you do with the cash from selling your company?
97 
Indigo Marketing Agency
APRIL 28, 2023
Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included? Advisors often ask me whether they should list their job title and firm name in their headline.
The Big Picture
SEPTEMBER 12, 2022
She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. RITHOLTZ: Right.
299 
International College of Financial Planning
MAY 29, 2023
The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.
Darrow Wealth Management
JULY 1, 2024
Business owners may be able to accelerate tax-deferred savings even more through different retirement plan structures. Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time. appeared first on Darrow Wealth Management.
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Integrity Financial Planning
FEBRUARY 10, 2023
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. 1] However, wealth transfer is not just for the wealthy; it’s for everyone with something to leave behind for the next generation.
eMoney Advisor
APRIL 4, 2023
Subjects like saving, compounding interest, and the benefits of asset diversification can become increasingly more complex as the children age and mature. Start Estate Planning Early: It’s an important step in creating a legacy where taking the right approach and creating a specific structure can improve the likelihood of its success.
97 
Darrow Wealth Management
AUGUST 28, 2023
On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Estate planning attorney The sale of a business is often a major financial change. Brokers Share Tips on How to Maximize the Sale Price appeared first on Darrow Wealth Management.
91 
Harness Wealth
SEPTEMBER 18, 2024
Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship. What do these numbers tell us?
52 
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). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4
eMoney Advisor
APRIL 13, 2023
” For the firms LPL supports in the space, this has translated to a 48 percent increase in assets under management and a 42 percent increase in revenue from February 2020 to January 2022, Mihal said. Part of that equation includes client-facing tools that promote engagement with their planning.
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Diamond Consultants
FEBRUARY 11, 2025
Existing Infrastructure These firms provide scalable platforms and support to empower advisors to run a wealth management business. This option enables advisors to leverage support in specific areas where they find the most value, while assuming responsibility for areas they feel they can manage better on their own.
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