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 286

Distribution Investing Investments Management 286

Wealth Management

OCTOBER 30, 2024

The provisions apply to IRA recipients outside the United States.

Distribution 260

Distribution 260

Wealth Management

APRIL 26, 2023

Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.

Distribution 273

Distribution Planning 273

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.

Taxes 93

Taxes Wealth Management Distribution Accounting 93

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)

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Wealth Management

JUNE 26, 2024

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

Retirement Planning 231

Retirement Planning Distribution Retirement Planning 231

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 253

Retirement Distribution Clients Planning 253

Wealth Management

AUGUST 30, 2023

But was it worth the cost of getting a the private letter ruling?

Distribution 253

Distribution 253

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 227

Distribution Retail 227

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

Distribution 130

Distribution 130

Wealth Management

OCTOBER 2, 2024

All assets were distributed to the decedent’s husband.

Distribution 304

Distribution Assets 304

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.

Distribution 319

Distribution 319

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

Banking Distribution Valuation Retail 98

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 289

Estate Planning Planning Distribution 289

Wealth Management

OCTOBER 21, 2024

Strategies to mitigate accumulation distributions of UNI.

Management 256

Management Distribution 256

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 288

Distribution Retirement Clients Management 288

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 286

Distribution 286

Wealth Management

MAY 22, 2024

A comprehensive guide to family conflict and asset distribution.

Distribution 249

Distribution Assets 249

Wealth Management

APRIL 4, 2024

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

Insurance 266

Insurance Management Distribution 266

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 273

Distribution 273

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.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

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.

Wealth Management 130

Wealth Management Clients Distribution Financial Advisor 130

Wealth Management

SEPTEMBER 7, 2022

No tax deduction when trustee can choose between distributing income to charity or surviving spouse.

Distribution 259

Distribution Taxes 259

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.

Retail 238

Retail Assets Distribution Planning 238

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 233

Retail Distribution Financial Advisor Accounting 233

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

Distribution Clients 264

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 253

Investing Investments Distribution 253

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 204

Distribution Assets Management 204

Wealth Management

JULY 26, 2023

They won’t owe excise tax on required minimum distribution failures from 2021 to 2023.

Distribution 246

Distribution Taxes 246

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 217

Retirement Distribution Retail Taxes 217

Wealth Management

DECEMBER 15, 2023

Act regarding individual retirement accounts, including changing when the first required minimum distribution can be made from the account, new rules for inhe The panel of experts will discuss and answer questions about the changes made by SECURE 2.0

Retirement Planning 243

Retirement Planning Retirement Distribution Planning 243

Abnormal Returns

NOVEMBER 28, 2022

(morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., fa-mag.com) How qualified charitable distributions work. kitces.com) Advisers are a key part of helping clients deal with a sudden influx of wealth. wsj.com) Why Ritholtz Wealth Management hired a new President.

Wealth Management 130

Wealth Management Startup Medical Financial Advice 130

Wealth Management

FEBRUARY 3, 2023

This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.

Taxes 241

Taxes Tax Planning Distribution Financial Planning 241

Darrow Wealth Management

OCTOBER 24, 2022

For example, what’s the best time of year to take required minimum distributions, how to reinvest it, or if you can avoid paying tax on RMDs. And while there isn’t just one best way for everyone to take required minimum distributions, there’s probably one way that works best for you. Yes, you can reinvest your RMD.

Distribution 74

Distribution Taxes Retirement Accounting 74

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 228

Assets Management Distribution 228

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 224

Investing Investments Distribution 224

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?

Investing 195

Investing Investments Food Ethics 195