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This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
Essential estateplanning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estateplanning purposes. However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly. Read More.
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estateplanning.
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estateplanning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)
Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)
Irrevocable trusts lie at the heart of a variety of estateplanning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estatetax purposes with more structure than an outright gift. the assets' original owner).
Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estateplanning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)
Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estateplanning and acquisition strategies.
The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.
standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. obliviousinvestor.com) Estateplanning Changing an estateplan takes time. riaintel.com)
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure. apolloacademy.com) Taxes Some things to know about doing a QCD. Well, you should.
Podcasts Barry Ritholtz talks with Peter Mallouk about better managing your financial affairs. ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. humbledollar.com) Gold is not taxed like stocks and bonds.
One of the most important decisions you’ll make when designing your estateplan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your EstatePlan appeared first on Carson Wealth.
Integrated is launching the new insurance business largely due to recent changes in tax and estateplanning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health. He’s the CEO of Creative Planning. The firm manages over 300 billion in client assets. Who’s in charge of that? That’s right.
(citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems.
Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estateplanning and tax advice exclusively for Gold members.
million in assets to both retire and pass on a legacy interest (though many have yet to establish an estateplan), 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
Prioritize high-interest debt first (were looking at you, credit cards) while maintaining manageable payments on lower-interest loans like mortgages. Optimize Tax Strategies Its not what you makeits what you keep. Consolidation might be a smart move too.
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.
Welcome to the February 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!
Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end taxplanning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.
Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.
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.
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