Live From Heckerling: ESG Investing for Trustees
Wealth Management
JANUARY 8, 2024
Is ESG investing sustainable? Speakers at Heckerling discuss ESG investing within the lens of estate planning.
Estate Planning Investments Wealth Management 
Building a Tax-Deferred Legacy: Estate Planning With Multifamily Investments
Wealth Management
AUGUST 31, 2023
Thursday, September 28, 2023 | 2:00 PM ET
Estate Planning 
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Adviser links: making a mistake
Abnormal Returns
SEPTEMBER 23, 2024
(youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners. wealthmanagement.com) Why GV invested in Wealth.com. riaintel.com) How advisers can overstep.
“Now Is the Time to Start to Look for Assets” Say Co-Founders of a New Real Estate Investment Platform
Wealth Management
OCTOBER 15, 2023
Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”
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Adviser links: a fundamental misalignment
Abnormal Returns
MAY 8, 2023
Podcasts Michael Kitces talks with Jake Northrup, Founder of Experience Your Wealth, about scaling his practice. kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. kitces.com) How personality traits affect estate planning decisions.
The Latest In Financial #AdvisorTech (August 2023)
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 (..)
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Bank of America Forms Specialist Group Serving the Ultra-Wealthy
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.
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Adviser links: staffing a growing firm
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.
Cambridge Launches Tool that Formalizes Advice Sharing
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.
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What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
At The Money: Your Financial Captain
The Big Picture
MAY 29, 2024
So it’s, we have this division that it’s maybe a third to 40 percent of all the private wealth that we manage for very wealthy people. The investments in your trust are going to be managed differently than your IRA because we’ve accounted for your estate plan as part of it.
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The Latest In Financial #AdvisorTech (July 2023)
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 (..)
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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!
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.
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Adviser links: a reliable support system
Abnormal Returns
MARCH 4, 2024
(advisorperspectives.com) Practice management Why RIAs need to focus on organic growth. investmentnews.com) Investing Buffer ETFs are not a set-it-and-forget-it strategy. fa-mag.com) Alts Should RIAs recommend funds managed by their PE-backers? riabiz.com) Estate planning is growing in importance for advisers.
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How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Today, many investment advisors operate as a subsidiary of another larger, parent firm.
Adviser links: acquiring talent
Abnormal Returns
JANUARY 22, 2024
Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments.
Adviser links: optimizing the wrong thing
Abnormal Returns
JULY 31, 2023
(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front. investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. morningstar.com) QLACs are coming to the 401(k) plan. financial-planning.com)
Weekend Reading For Financial Planners (December 2-3)
Nerd's Eye View
DECEMBER 1, 2023
Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)
Adviser links: technical skill
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.
Adviser links: complex things
Abnormal Returns
MAY 22, 2023
open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. riabiz.com) Why Bain Capital invested in CI Private Wealth.
University Follows BREIT Deal With $2 Billion Real Estate Plan
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.
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Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
How to Choose the Right Wealth Management Firm in Kansas City
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.
6 Ways to Manage Concentrated Stock Positions
Darrow Wealth Management
MARCH 13, 2025
A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk.
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The Wealth Management Digest
Zoe Financial
DECEMBER 5, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. ” Over the last year, they interviewed over 11,000 households with over $250,000 of investable assets.
When is the Best Time for a Roth Conversion?
Darrow Wealth Management
APRIL 21, 2025
If you wait until age 59 1/2 to take money out of a Roth IRA and have passed the more than five years holding period, then your investment earnings and growth will also be tax-free! Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning.
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Wealth Manager vs. Financial Advisor: What’s the Difference?
Carson Wealth
DECEMBER 13, 2022
CFP ® , Director of Consumer Investment Research . Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. On the other hand, activities such as giving investment advice or selling a mutual fund are regulated. What Do Wealth Managers Do? Craig Lemoine, Ph.D.,
How to Choose the Right Wealth Management Firm in Kansas City
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.
Estate Planning in this Economic Climate
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 .
5 Things To Consider Before Hiring A Wealth Manager
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. .
What Do Financial Advisors Do?
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. A financial advisor provides personalized guidance to help manage and grow your wealth.
Transcript: Kristen Bitterly Michell
The Big Picture
SEPTEMBER 12, 2022
She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. And again, we carry this through to wealth management more broadly.
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What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. Are you planning to retire? Put the plan into action.
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How to Optimize Your LinkedIn Headline
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? Advisors often ask me whether they should list their job title and firm name in their headline. What is the best?
Why Integrated Diploma in Wealth Management is the Right Choice for a Career in Finance?
International College of Financial Planning
MAY 29, 2023
The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.
Managing Sudden Wealth
Darrow Wealth Management
JUNE 14, 2023
Engage a sudden wealth advisor and build your team Many individuals experiencing a sudden wealth event didn’t have a financial advisor before the windfall. At Darrow Wealth Management, we specialize in helping individuals manage a sudden wealth event.
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Financial Planning for a Divorce
Darrow Wealth Management
MARCH 31, 2023
You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. In contrast, investments in a brokerage account are only taxable above the cost basis. What’s more, investments in a brokerage account are taxed at favorable long-term capital gains tax rates when sold.
Part 2: Tax-Wise Investment Techniques
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.
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Part 2: Tax-Wise Investment Techniques
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.
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Major Tax Changes Are Coming in 2026. Are You Ready?
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. appeared first on Darrow Wealth Management.
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Protecting and Passing Down Your Financial Legacy
Integrity Financial Planning
FEBRUARY 10, 2023
It can also be helpful to have a dialogue with your family about how to manage the wealth you are going to pass down to them. [3] 3] One in four adults in the US said that their parents did not provide them with money lessons when they were children, which shows how little we talk with our kids about money and how to manage it. [4]
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Broad Based Financial Planning Designations.
A Strategic Guide to the Supported RIA Model
Diamond Consultants
FEBRUARY 11, 2025
Semantics aside, what each provides is a level of support to help advisors run independent registered investment advisory (RIA) businesses. Existing Infrastructure These firms provide scalable platforms and support to empower advisors to run a wealth management business.
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5 Steps for Creating a Financial Plan
Yardley Wealth Management
SEPTEMBER 24, 2021
The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. It does mean that you need to know the likely consequences of your action, or inaction, regarding your personal finance and investments,” said Garry. Keep your taxes low.
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