Remove CFP Remove Financial Advisor Remove Professional Services
article thumbnail

Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

article thumbnail

#FA Success Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client, With Thor McIlrath

Nerd's Eye View

Welcome back to the 341st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. Read More.

Clients 189
article thumbnail

Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion

Darrow Wealth Management

professional services, consulting, law, health, financial services, farming, among others). Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor.

Taxes 53