Added on September 2018 in Form an RIA
0 visitor like this article | Viewed 4781 times | 0 comment
Summary: The more successful your clients, the more they need complex tax considerations incorporated into their overall financial plans. Whether you’re timing charitable contributions, harvesting tax losses, preventing a bump to a higher tax bracket or planning a 199A deduction for flow-through entities, a fluent understanding of a plan’s tax ramifications adds tremendous value to a financial planning relationship.
0 visitor like this article | Viewed 4256 times | 0 comment
Summary: Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to invest their time, money and talent in charitable causes.
0 visitor like this article | Viewed 3735 times | 0 comment
Summary: A new report from Aite Group, Financial Planning at the Core: Current and Future Developments, finds that wealth management firms are embracing goals-based financial planning technology rather than the previous practice of separating goals-based and cash-flow planning software. Even firms that have heretofore focused on investment management for their high-net-worth clients are now embracing financial planning.
Added on September 2018 in M&A Issues
0 visitor like this article | Viewed 391 times | 0 comment
Summary: For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free way. They want to be entrepreneurial, create enterprise value and access best-of-breed technology solutions to deliver an optimal client experience.
0 visitor like this article | Viewed 4017 times | 0 comment
Summary: Productivity is a blend of goals, activity and hard work. But not everyone has what it takes to be more productive.
