Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 259

Estate Planning Banking Financial Advisor Clients 259

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

Estate Planning 114

Estate Planning Planning Distribution Valuation 114

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Abnormal Returns

SEPTEMBER 4, 2024

nextavenue.org) Estate planning Mistakes to avoid in your estate planning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition. marketwatch.com) Investing You're never going to turn stocks into a predictable asset.

Estate Planning 263

Estate Planning Retirement Tax Planning Planning 263

Abnormal Returns

JUNE 5, 2024

(ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. creativeplanning.com) Investing Why index fund investing is so counterintuitive. beyond-wealth.com) How estate planning for blended families can go wrong.

Estate Planning 295

Estate Planning Retirement Planning Accounting 295

Wealth Management

FEBRUARY 21, 2023

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

Estate Planning 246

Estate Planning Taxes Clients Planning 246

Abnormal Returns

DECEMBER 4, 2024

docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. tonyisola.com) How to get more money into a 529 account.

Retirement 146

Retirement Estate Planning Taxes Assets 146

Abnormal Returns

SEPTEMBER 9, 2024

kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.' fa-mag.com) How to use the new digital estate planning platforms.

Financial Planner 274

Financial Planner Estate Planning CFP Financial Advice 274

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." (noahpinion.blog) Investing Conor, "Employing a boring strategy is easier said than done." kindnessfp.com) Trusts, 101.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Abnormal Returns

SEPTEMBER 23, 2024

podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. wealthmanagement.com) Why GV invested in Wealth.com. (youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen.

Wealth Management 275

Wealth Management Estate Planning Clients Management 275

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 (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Abnormal Returns

MARCH 4, 2024

investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services. (advisorperspectives.com) Practice management Why RIAs need to focus on organic growth.

Recruitment 276

Recruitment Estate Planning Financial Planning Retirement 276

Abnormal Returns

SEPTEMBER 27, 2023

humbledollar.com) Investing How the introduction of the IRA changed how Americans invest. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. marketwatch.com) Why your estate plan should include this letter. thomaskopelman.com) Five risks from a concentrated stock position.

Estate Planning 276

Estate Planning Taxes Insurance Retirement 276

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Abnormal Returns

JUNE 12, 2024

humbledollar.com) Private equity investments is gaining traction with the HNW crowd. Why you need to plan for it. substack.com) Estate planning for blended families is tricky. (podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. moneytalks101.substack.com)

Asset Allocation 263

Asset Allocation Financial Advisor Estate Planning Retirement 263

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

JULY 13, 2022

Everything You Should Have Been Taught About Investing In School, But Weren’t." peterlazaroff.com) Estate planning Why you need an estate plan. (standarddeviationspod.com) Peter Lazaroff talks with Brian Feroldi author of "Why Does The Stock Market Go Up?:

Estate Planning 187

Estate Planning Medical Financial Advisor Planning 187

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. morningstar.com) QLACs are coming to the 401(k) plan. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com)

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

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.

Estate Planning 130

Estate Planning Planning Assets Management 130

The Big Picture

MAY 29, 2024

But 60 percent is for average Americans, um, which is the typical mass affluent, and being able to do the legal and the tax and get them top shelf investments because we’ve got the scale in place already from serving so many high-net worth families. And part of that is succession planning, estate planning.

Risk Management 291

Risk Management Taxes Estate Planning Financial Planner 291

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. riaintel.com) What are the biggest mistakes when it comes to succession planning? kindnessfp.com) Despite all the recent noise, ESG investing is a long term proposition. bloomberg.com) Charitable giving strategies are as varied as the client.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”

Estate Planning 75

Estate Planning Planning Education Clients 75

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

JANUARY 8, 2024

is the projected future direction of medical care, where, instead of taking a reactive approach to disease and illness, healthcare practitioners instead invest more energy focusing on preventing illness and maintaining good health in the first place through more personalized plans for patients.

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Nerd's Eye View

SEPTEMBER 5, 2022

This month's edition kicks off with the news that VRGL (pronounced “Virgil”) has raised a $15M Series A round to scale up its tool that can scan investment account statements and automatically extract the available information about their holdings to analyze the prospect’s performance, risk, diversification, fees, and taxes, with (..)

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Carson Wealth

MAY 2, 2024

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

Estate Planning 43

Estate Planning Planning Banking Accounting 43

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 .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52