While these generated a flood of initial interest, broad adoption of these digital assets in portfolios will take some time.
Archives for 2024
Weekend Reading For Financial Planners (October 19–20)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab has revealed changes to its technology offerings in the wake of its merger with TD Ameritrade, bringing over several popular TD tools, including portfolio rebalancing tool iRebal, its Model Market Center model management […]
Advisor moves: Raymond James, Beacon Pointe, Carson have big week
LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.
LPL calls Ameriprise recruiting suit ‘public relations stunt’
In court response, LPL warns victory for Ameriprise would “chill” advisors’ ability to move from one independent broker-dealer to another.
Investment scams fall 29% in first half 2024
The number of investment scams fell 29% to 3,647 cases in the first half of 2024 (H2 2023: 5,114 cases), according to new data from professional body UK Finance.
Chancellor may be planning IHT raid – reports
The Chancellor is planning to increase the amount of money the Treasury raises from inheritance tax (IHT) in its upcoming Budget, according to reports.
Should small businesses cash in on Halloween?
Halloween rears its spooky head every year, and Australian feelings are mixed. Halloween is an American cultural export, where costumed kids take the streets searching for lollies, and adults either hand out treats at the door or attend dress-up parties with varying degrees of effort. Regardless of what Aussies think, however, data shows that consumers […]
Kitces & Carl Ep 149: Do You Really Need A Business Partner… Or A Study Group?
Launching an advisory firm can be a daunting endeavor, requiring advisors to take on significant financial and responsibility with no guarantees of success. Given these challenges, advisors may consider bringing on a business partner to share both the costs and the burden of decision-making. By pairing with a partner in the firm’s early days, advisors […]
Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025
Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households. But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, […]
#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro
Welcome everyone! Welcome to the 407th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. What’s unique about Mark, though, […]