Wealth Management

JANUARY 8, 2024

What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.

Tax Planning 292

Tax Planning Taxes Planning Estate Planning 292

Wealth Management

JULY 15, 2024

With the estate tax exemption sunset looming, the time to begin planning is now.

Estate Planning 301

Estate Planning Planning Taxes 301

Wealth Management

JANUARY 24, 2024

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.

Estate Planning 302

Estate Planning Taxes Planning 302

Wealth Management

OCTOBER 21, 2024

Administrative and tax issues, along with opportunities.

Estate Planning 257

Estate Planning Planning Taxes 257

Wealth Management

AUGUST 31, 2023

Thursday, September 28, 2023 | 2:00 PM ET

Estate Planning 267

Estate Planning Taxes Planning Investing 267

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. morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets.

Clients 276

Clients Estate Planning Wealth Management Financial Advice 276

Wealth Management

OCTOBER 26, 2022

Could this approach turn the estate-planning industry upside down?

Estate Planning 264

Estate Planning Taxes Planning 264

Wealth Management

JULY 3, 2024

Without proper guidance regarding taxes, philanthropy and estate planning, high net worth entrepreneurs can miss opportunities.

Estate Planning 289

Estate Planning Taxes Planning 289

Wealth Management

AUGUST 21, 2023

King III provides an overview of the uncertain current and future status of state taxes and how they can impact your client’s planning needs.

Estate Planning 186

Estate Planning Taxes Planning 186

Wealth Management

JULY 5, 2023

The IRS found the organization spent much time devoted to social and networking activities.

Estate Planning 199

Estate Planning Taxes Planning 199

Wealth Management

MARCH 15, 2023

What “fair share” taxation means for estate planning.

Estate Planning 242

Estate Planning Taxes Planning 242

Abnormal Returns

MAY 8, 2023

(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.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Wealth Management

MARCH 8, 2023

Yet another lesson in how estate plans and family challenges can pose difficulties for all.

Estate Planning 252

Estate Planning Taxes Planning 252

Wealth Management

FEBRUARY 21, 2025

A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.

Planning 210

Planning Estate Planning Taxes Financial Advisor 210

Wealth Management

JUNE 20, 2023

Integrated is launching the new insurance business largely due to recent changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.

Insurance 253

Insurance Estate Planning Taxes Planning 253

The Big Picture

MAY 29, 2024

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. 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.

Risk Management 290

Risk Management Taxes Estate Planning Financial Planner 290

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 245

Estate Planning Taxes Clients Planning 245

Nerd's Eye View

FEBRUARY 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Dear Mr. Market

DECEMBER 31, 2024

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.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Wealth Management

MARCH 26, 2025

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 estate planning and tax advice exclusively for Gold members.

Banking 178

Banking Estate Planning Taxes Portfolio 178

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. riabiz.com) Taxes Why RIAs love to buy accounting firms. citywireusa.com) A look at the performance of automated tax-loss harvesting strategies. thinkadvisor.com) How taxes affect sustainable withdrawal rates. Panic is not.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

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. Come meet the team in Austin on June 12-14th.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

AUGUST 5, 2024

kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal. investmentnews.com) On the importance of tax planning in the first few years of retirement. papers.ssrn.com) Four steps to create a digital estate plan. morningstar.com) Wealth matters when we activate it. forbes.com)

Retirement Planning 170

Retirement Planning Estate Planning Wealth Advisor Tax Planning 170

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Darrow Wealth Management

MARCH 13, 2025

Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax. Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. Gifting: Transferring stock to family members or trusts.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

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.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

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. Tax Considerations : Identifying strategies to optimize your tax situation. Ready to Grow Your Wealth?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

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.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

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. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Abnormal Returns

OCTOBER 23, 2023

advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities. (investmentnews.com) Goldman Sachs ($GS) admits that the purchase of United Capital was a mistake.

Compliance 159

Compliance Estate Planning Financial Advice Financial Advisor 159

Abnormal Returns

SEPTEMBER 30, 2024

riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. kitces.com) Tax strategies if the TCJA expires in 2026. flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

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