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Assets Retirement Planning Wealth Management 
Wealth Management
SEPTEMBER 11, 2024
For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.
Wealth Management
DECEMBER 4, 2023
AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.
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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.
162 
Abnormal Returns
DECEMBER 16, 2024
youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. kitces.com) Vanguard All signs point to Vanguard bulking up its wealth management capabilities. morningstar.com) How sensitive are retirement planning models to capital market assumptions?
Wealth Management
AUGUST 7, 2024
Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.
Wealth Management
JANUARY 15, 2025
RetirementDNA, a San Diego-headquartered advisory team with over $1 billion in assets under management, has joined Integrated Partners.
Wealth Management
NOVEMBER 25, 2024
The deals with Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning are part of the Summit Growth Partners initiative and bring it to 16 strategic investments this year.
Wealth Management
JANUARY 10, 2025
A survey of DC recordkeepers found a large majority expect to see more financial advisors selling 401(k) plans with less than $5 million in assets.
Carson Wealth
MARCH 7, 2024
By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. Talk to us today.
Wealth Management
JUNE 16, 2023
billion retirement plan consulting business. In RIA news this week, Hightower announced its 3rd billion-dollar-plus acquisition this month, while SageView picked up a $5.2
227 
Wealth Management
OCTOBER 31, 2023
The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.
259 
Wealth Management
SEPTEMBER 25, 2024
Open, honest and candid discussion about retirement plan assets, Fidelity's crackdown on credential sharing, Commonwealth's new PEP and more.
Wealth Management
MARCH 26, 2025
Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.
Wealth Management
AUGUST 2, 2023
The Oregon quartet specialized in retirement planning manages around $230 million in client assets.
Abnormal Returns
SEPTEMBER 2, 2024
(citywire.com) M&A For better or worse, advisers are putting off retirement. investmentnews.com) Retirement Retirement planning is challenging because we simply don't know how long someone will live. kitces.com) Retirement spending is by its nature dynamic.
Nerd's Eye View
FEBRUARY 17, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.
Talon Wealth
OCTOBER 26, 2023
Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Retirement planning is an important part of financial security for women.
Talon Wealth
SEPTEMBER 14, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
Nerd's Eye View
JULY 10, 2023
Gary Siperstein, Jason's father, had built a successful investment management firm exclusively focused on managing portfolios of small-cap value stocks.
Darrow Wealth Management
NOVEMBER 11, 2024
The deductibility phase-out is based on filing status, income (MAGI), and whether or not the individual(s) are eligible to participate in a retirement plan at work. 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.
95 
Carson Wealth
AUGUST 25, 2022
often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Consider breaking assets into three columns: cash, investment assets and personal property.
Nerd's Eye View
OCTOBER 17, 2023
Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households. Read More.
Darrow Wealth Management
SEPTEMBER 19, 2024
Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services.
52 
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.
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.
Darrow Wealth Management
MARCH 3, 2025
Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.
Talon Wealth
OCTOBER 26, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
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. .
Fortune Financial
JULY 28, 2022
Anyone who owns company stock will eventually have to decide how to distribute their assets — typically when there is a job change or retirement involved. When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). .
98 
Darrow Wealth Management
NOVEMBER 17, 2022
Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone.
107 
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.
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.
Darrow Wealth Management
FEBRUARY 9, 2025
When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%. Also consider state tax implications.
67 
Darrow Wealth Management
FEBRUARY 26, 2025
This led to a selloff of risk assets, resulting in a significant decline in the stock market, but mostly stable bond performance. However, by the end of the year, risk assets were back in favor. The Callan Periodic Table ranks calendar year returns for various asset classes. After all, volatility is a when , not an if.
52 
Darrow Wealth Management
JANUARY 30, 2023
just upended retirement planning…again. The age when retirees must begin drawing from non-Roth retirement accounts increases to 73 in 2023, then 75 in 2033. Raising the age when withdrawals must begin is great as it gives investors more planning opportunities. The Secure Act 2.0
95 
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?
Yardley Wealth Management
JUNE 6, 2023
The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.
Abnormal Returns
OCTOBER 24, 2022
Podcasts Jeff Ptak and Christine Benz talk with Dana Anspach, the founder and CEO of the financial planning firm, Sensible Money, about buliding an all-weather retirement plan. wealthmanagement.com) Should asset managers be required to disclose diversity data?
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
SEPTEMBER 26, 2024
Further, unlike retirement accounts, assets in a brokerage account can be used for any purpose at any time without early withdrawal penalties. For high-income individuals, maxing out annual 401(k) contributions likely won’t be enough to maintain an equal lifestyle in retirement , especially if you wish to retire early.
94 
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. This is the best way to stress-test a retirement plan.
97 
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. Are You Ready?
101 
Darrow Wealth Management
NOVEMBER 20, 2023
If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. Depending on your financial situation, asset mix/level, state of residency, etc.,
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