However, financial advisors have been trying to ease client fears by taking a longer view.
Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency
Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are “irrevocable” and can’t easily be undone; […]
Family philanthropy benefits givers in surprising ways — we’ve seen it happen
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
#FASuccess Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations), With Kelli Kiemle
Welcome everyone! Welcome to the 399th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kelli Kiemle. Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 billion in assets under management for 750 client households. What’s unique […]
Labour policies will enhance economy, say fund groups
Seven out of 10 fund groups (69%) expect Labour’s policies to be beneficial to UK economic growth, according to Quilter Investors’ latest Investor Trends Survey.
Fintech Iress says UK business has ‘turned around’
Australian fintech Iress said its UK subsidiary had achieved a “significant” turnaround in financial performance this year after it refocused the business on sourcing and wealth.
Succeed At Succession Planning: A 4-Step Playbook For Firm Ownership Transition
Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to […]
6 tips for advisors to responsibly engage on social media
From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.
6 tips for advisors to responsibly engage on social media
From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.
How the Fed’s expected interest rate cut may affect client portfolios
The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.