Financial Planning

You can use AI tools for nearly every part of the marketing process, but should you? Recent studies have shown that your audience may quickly dismiss your messages if it feels like it’s coming from a robot. #marketing #artificialintelligence #wealthmanagement bit.ly/4sE93I2

When women trust an advisor, their community listens. Here’s why that matters for an RIA’s organic growth, from Jillian Berry of @RFGAdvisory: #womeninwealth #wealthmanagement #RIAs bit.ly/4sQE4ZC

.@americanaprtnrs is expanding its family office platform with the acquisition of NRT Consulting, adding in-house accounting and financial consulting capabilities. #tax #wealthmanagement #financialadvisors bit.ly/4lRFwYG

RIAs want to offer more holistic planning, but building tax services in-house isn’t always practical. Many are turning to CPA partnerships instead. Here’s why. #tax #RIA #financialadvisors #wealthmanagement bit.ly/4s6h6fA

Strip away the heightened emotions, and divorce is a numbers game. The object: net outcomes, not gross totals, says Scott Schwartz of @onepointbfg. Find out how he keeps clients focused on the settlement finish line and beyond. #divorce #financialplanning #retirement bit.ly/4sA3Tg4

State tax burdens vary more than many clients realize, and income tax is only part of the story. See how your state ranks. #tax #financialadvisors #wealthmanagement bit.ly/47Vu8W0

Rare books can be worth big money to the right collector. But experts say many factors could make advisors wish clients would turn the page on these collectibles as an investment. #alternativeinvestments #rarebooks #collectibles bit.ly/3PGDezM

A nearly 20% drop in gold prices isn’t what advisors might expect during times of volatility, but that’s just what has happened since the war in Iran started a month ago. #alternativeassets #gold #wealthmanagement bit.ly/3O6263p

“What will happen to your pets after you can no longer take care of them?” For some clients, this thought may be enough to spur them to action in estate planning. Experts say pet trusts may be the way to go. #estateplanning #pets #trusts bit.ly/4sQBVNy

"We need to help our advisors scale their business." @BankofAmerica has big plans for AI helping its @MerrillLynch advisors and private bankers. #AI #financialadvisors #wealthmanagement bit.ly/4rRR53t

Washington State's proposed tax on millionaires could reshape demand for municipal bonds, but diversification, supply constraints and portfolio construction still matter. #fixedincome #portfoliostrategies #wealthmanagement bit.ly/3PBaKYf

Two major finserv firms plan to form a single retirement, asset and wealth management giant with $1.6T in AUM: #deals #mergers #wealthmanagement @EquitableFin bit.ly/3PAgZeK

.@EdwardJones confirms it is outsourcing certain services to India. What will that mean for advisors? #financialplanning #wealthmanagement #financialadvisors bit.ly/4d5PNyj

How banks can find a place in the world of tokenized assets by acting as custodians for digital security keys: #fintech #cryptocurrencies #financialplanning bit.ly/41lIs6y

The ACA subsidy cliff is back. For some clients, earning just a few hundred dollars too much can trigger five-figure premium costs. #ACA #healthcare #financialadvisors bit.ly/4lQmzpn

Massachusetts saw $4.2 billion in income leave the state in 2023 after its millionaire tax took effect. Supporters point to rising revenue while critics warn of a shrinking tax base. The data shows both sides may have a case. #tax #millionairestax #financialadvisors bit.ly/4dDiGlx

More than 1.2M taxpayers have unclaimed 2022 refunds, worth about $1.2B total. Taxpayers have until April 15 to claim their refund, or the money goes to the Treasury. #tax #financialadvisors #IRS financial-planning.com/news/irs-offer…

Financial planning was built on the assumption of 2.5 children and a linear "finish line." But for the 25% of adults who are child-free, those defaults can lead to over-accumulation, unnecessary work years and irrelevant goals. Jay Zigmont of Childfree Trust warns that many advisors, still optimizing for inheritance over impact, aren’t ready for this shift: bit.ly/4rw22ss #practicemanagement #WealthThink #FinancialPlanning

For six years, @Ally failed to disclose a conflict of interest related to cash allocations and its robo advisor services. Now it must pay the SEC a $500K fine, reports @ccleffert: bit.ly/3PGTEYO #roboadvisors #SEC #wealthmanagement

The wealth management industry may have stalled out in its efforts to bring more women into the profession, according to new @AdvizorPro_ data. Here’s why. #equity #wealthmanagement #financialadvisors bit.ly/4bBnJSf