The original SECURE Act, signed into law in December 2019, changed many of the long-standing rules governing IRAs and other retirement accounts, and no single measure in the legislation had a more seismic impact on planning than the changes to the post-death distribution rules for retirement accounts. Specifically, the law stipulated that “Non-Eligible Designated Beneficiaries” […]
#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen
Welcome back to the 345th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lori Van Dusen. Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. What’s […]
How to run your business into the ground!
Tired of success? Sick to the back teeth with all talk of stability and strong cash flow? Dreading strong growth, healthy profits, and excellent brand recognition? Then listen up! It’s time to run your business right into the dirt. It’s easy, let’s get you started. 1) Ignore reporting One of the best ways to ruin […]
Introducing our 2023 Xerocon Sydney event partners
Xerocon Sydney is just weeks away on 23 and 24 August, and the ICC exhibitor floor will be full to the brim with some of the best and most loved apps, tools and services for accountants, bookkeepers and small businesses. This year, you can expect to see 80+ exhibitors at the event, including more than […]
The Latest In Financial #AdvisorTech (August 2023)
Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an […]
Weekend Reading For Financial Planners (August 5-6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that credit ratings agency Fitch on Tuesday downgraded its assessment of the U.S. government’s creditworthiness from an AAA rating to AA+. While the downgrade has made headlines and might be startling to advisory clients (particularly those […]
5 tips to get the best out of apps at Xerocon
Xerocon is fast approaching: the best forum to hear about the latest innovations within Xero, get inspired and connect with other accountants and bookkeepers. Plus, with more than 70 app partners from the Xero ecosystem exhibiting at Xerocon Sydney on 23-24 August, it’s also the best opportunity you’ll have all year to connect with and […]
Simple money management moves for your side hustle!
Guest post blog by Brooke Webber. Today, having more than one income stream is completely feasible. With current economic uncertainties and inflation, it makes sense that individuals worldwide are increasingly seeking new ways to supplement their everyday earnings. But it’s not only extra cash that’s alluring, as more people embrace digital tools to monetise their […]
Planning For Adoption: Understanding Different Pathways And Their Costs, Tax Breaks, And Financial Assistance Available
Adoption, the social and legal process in which an adult is formally made the parent of another individual (typically a child), helps fill a critical need in society: to unite children who need loving families with those who want to raise children. At the same time, adoption can be expensive, with costs that can add […]
#FA Success Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once, With Brad Barrett
Welcome back to the 344th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brad Barrett. Brad is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Village, California, with locations across the country, that oversees $5.3 billion in assets under management for more than […]