Demystifying Private Foundation Distributions
Wealth Management
AUGUST 19, 2024
Creative ways to maximize the impact of private foundation distributions.
Bridging the Gap: Insurance and Wealth Management
Wealth Management
NOVEMBER 14, 2024
Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.
Insurance 
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Trending Sources
Allianz Head of RIA Distribution Heather Kelly Departs Firm
Wealth Management
SEPTEMBER 15, 2023
Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.”
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Roger Hobby Named Executive Vice President For Empower Personal Wealth
Wealth Management
MARCH 25, 2024
Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.
IRS Releases Final Regs on Required Minimum Distributions
Wealth Management
JULY 24, 2024
Certain 10-year designated and successor beneficiaries get no extension.
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Tokenbridge, A Distributed Ledger Technology Startup, Launches
Wealth Management
NOVEMBER 29, 2023
While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.
Distribution 289
289 
Unlocking an Advisor’s Gamma for Optimal Retirement Income Distribution
Wealth Management
APRIL 11, 2024
Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.
Retirement 289
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Cohen & Steers Appoints New Head of Wealth Channel Distribution
Wealth Management
JUNE 5, 2024
Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.
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Inside ETFS+: Targeted Distribution Key to Effectiveness of Alternative Investment Platforms
Wealth Management
MAY 15, 2024
Alternative investment platforms help connect fund managers with advisors looking for investment opportunities. However, fund managers need to focus on matching advisors with the right options.
Distribution 305
305 
IRS Issues Final Regs on Withholding Certain IRA Distributions
Wealth Management
OCTOBER 30, 2024
The provisions apply to IRA recipients outside the United States.
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IRS Issues New Guidance on Retirement Plan Early Distributions
Wealth Management
JUNE 26, 2024
Notice 2024-55 clarifies two exceptions to the 10% additional tax.
Corrective Distributions Signal Growth Opportunities for 401(k) Advisors
Wealth Management
APRIL 26, 2023
Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.
Distribution 289
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Charitable Deduction Allowed for Distributions of IRA Through Trust
Wealth Management
AUGUST 30, 2023
But was it worth the cost of getting a the private letter ruling?
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Adviser links: helping clients feel secure
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. advisorperspectives.com) Fidelity Charitable distributed $11.8 riaintel.com)
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2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
Darrow Wealth Management
NOVEMBER 2, 2024
Also updated: health savings accounts, flexible spending accounts, estate and gifting limits, qualified charitable distributions and other cost-of-living adjustments. The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed.
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Will the Dark Store Distribution Strategy Survive Past the Pandemic?
Wealth Management
OCTOBER 31, 2022
The conversion of empty retail stores to mini warehouses expected to wane as in-store shopping makes a comeback.
Distribution 245
245 
Why Non-Deductible IRA Contributions Aren’t Worth It
Darrow Wealth Management
NOVEMBER 11, 2024
When you make a distribution, the original nondeductible IRA contribution amount isn’t included in your taxable income, but the earnings and growth from it is. lifetime non-deductible contributions – previous nontaxable distributions) d ivided by Total IRA Assets (e.g. Yes and no.
Taxes 95
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Commutation of QTIP Trust Results in Taxable Gift
Wealth Management
OCTOBER 2, 2024
All assets were distributed to the decedent’s husband.
Distribution 312
312 
The Upcoming Golden Age of Qualified Charitable Distributions?
Wealth Management
MARCH 20, 2023
s extension of qualified charitable distribution status to split-interest gifts. Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s
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You Shouldn’t Always Delay IRA Distributions
Darrow Wealth Management
JANUARY 30, 2023
However, it doesn’t mean that delaying IRA distributions is the right move for everyone. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. The IRS may also require annual distributions during this window. When should you start taking money from IRAs?
Distribution 95
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The Surge in Re-Shoring Activity Continues, Creating More Demand for Industrial Space
Wealth Management
AUGUST 23, 2022
These companies are looking for logistics facilities, warehouses and distribution sites. Over 1,800 companies re-shored production in 2021, setting a new record for re-shoring activity, notes The Reshoring Initiative.
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Stocks that are currently trading in the oversold zone with RSI less than 30
Trade Brains
NOVEMBER 6, 2024
Asian Paints has expanded globally, known for its innovative solutions, quality, and strong distribution network. With a vast distribution network and focus on rural markets, HUL continues to lead the Indian FMCG sector. It offers a range of banking services, including retail, corporate, and wealth management.
Banking 98
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Reckoning Between 401(k) Record Keepers and Advisors Will Start with Broker/Dealers
Wealth Management
AUGUST 8, 2022
The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth and benefit services to participants.
Distribution 305
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305 
GCM Grosvenor Continues Its Push into Wealth Channel
Wealth Management
MARCH 18, 2025
The asset manager has formed a joint venture led by a former Blackstone exec to create a distribution platform focused on RIAs, IBDs and family offices.
Distribution 245
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Apollo Plans to Sell Assets It Originates to Retail Funds, ETFs
Wealth Management
MAY 30, 2024
Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.
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BNY to Buy Archer Platform as Part of Push Into Retail Wealth
Wealth Management
SEPTEMBER 5, 2024
The acquisition of Archer will help BNY Mellon handle the infrastructure and distribution of managed accounts to financial advisors and their clients.
Retail 273
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Managing Domesticated Former Foreign Trusts
Wealth Management
OCTOBER 21, 2024
Strategies to mitigate accumulation distributions of UNI.
Management 264
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Probate Disputes Explained
Wealth Management
MAY 22, 2024
A comprehensive guide to family conflict and asset distribution.
Distribution 264
264 
What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
Darrow Wealth Management
JANUARY 16, 2025
Inheriting a Trust Fund: Distributions to Beneficiaries Do You Pay Tax on an Inheritance? Darrow Wealth Management does not provide tax or legal advice. Darrow Wealth Management is afee-only financial advisory firmand full-timefiduciary. We specialize in helping individuals manage sudden wealth events.By
Assets 98
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Blended Families, Remarriages and Estate Planning
Wealth Management
DECEMBER 20, 2023
When it comes to divorce, a will or trust often is not the last word on estate distribution.
Estate Planning 290
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Sowell Management Debuts Affiliated Insurance Business
Wealth Management
APRIL 4, 2024
The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.
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Discretion Not Advised for CRUT
Wealth Management
SEPTEMBER 7, 2022
No tax deduction when trustee can choose between distributing income to charity or surviving spouse.
Distribution 286
286 
The Standard to Acquire Securian Financial’s Record-keeping Business
Wealth Management
OCTOBER 19, 2022
The combined business will operate under The Standard brand, and include Securian's retirement solutions employees, management, client relationships and distribution networks.
Distribution 290
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Q&A: Hines Private Wealth Solutions' Paul Ferraro
Wealth Management
APRIL 5, 2024
Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.
Distribution 264
264 
IRS Wants to Change the Inherited IRA Distribution Rules
Darrow Wealth Management
AUGUST 8, 2022
” This meant annual required minimum distributions (RMDs) were out. Another key aspect that the 2019 Secure Act changed was the required minimum distribution age. Assuming the changes pass, some beneficiaries will have missed a required distribution. Individuals born before July 1, 1949 will retain an RMD age of 70 1/2.
Distribution 92
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Vanguard to Pay $106M Over Retirement Fund Violations
Wealth Management
JANUARY 17, 2025
The SEC claims Vanguard made misleading statements about capital gains distributions and tax consequences to retail investors who held target date funds in retirement accounts.
Retirement 253
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Finance Executives Launch Firm to 'Tokenize' Investments
Wealth Management
NOVEMBER 29, 2023
Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.
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Galvin Accuses RIA of Failing To Supervise Risky ETF Recommendations
Wealth Management
OCTOBER 12, 2022
The order concerning New Harbor Financial Group's recommendation of an inverse leveraged ETF comes several months after the Commonwealth Secretary announced an investigation into b/ds distributing single-stock ETFs.
Distribution 278
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Asset Manager Hines Launches Private Wealth Solutions
Wealth Management
APRIL 4, 2024
The firm, which already works with individual investors, wants to build up its relationships across private wealth distribution channels.
Assets 270
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#FASuccess Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway, With Christopher Jones
Nerd's Eye View
JUNE 25, 2024
Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Welcome everyone! Welcome to the 391st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Christopher Jones.
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Ares Launches Private Credit Fund for Wealthy Clients
Wealth Management
APRIL 25, 2023
The income fund will be distributed through Ares Wealth Management Solutions, the parent’s retail business, and sold through registered investment advisers and financial advisors in the US.
Former Wall Street Execs Launch Firm to 'Tokenize' Investments
Wealth Management
NOVEMBER 29, 2023
Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.
Investing 257
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FINRA Panel: Morgan Stanley To Pay Woman Removed as Client's Beneficiary
Wealth Management
APRIL 12, 2023
A Mississippi woman claimed Morgan Stanley erred when accepting her removal as a beneficiary to her dementia-striken, de facto mother's estate—as well as ignoring her challenges as they distributed the deceased woman's funds.
Distribution 264
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Rabbithole: What Do People Get Wrong About Money?
The Big Picture
MARCH 10, 2025
” A : The standard answer is Accumulation, Maintenance Distribution , but let’s dig deeper. It’s well understood academically, but it’s still seeping out into the real practice of wealth management. .” Q :“ How does our relationship with money change during different life phases?
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