Financial Planning

The vast majority of financial advisors say they're aware of the great wealth transfer, but fewer than half say their clients are prepared for it. Here's why that's an opportunity — and a big risk. #financialadvisors #wealthmanagement #estateplanning bit.ly/4c5r76X

Commonwealth has lost hundreds of advisors since LPL announced plans to acquire the boutique firm last March. Many of those departing doubted the unique culture could survive the merger. #LPL #Commonwealth #financialadvisors #wealthmanagement bit.ly/413LzQB

A surprising number of replies to Andy Leung’s cold outreaches come on the final message. In our latest Know Your Niche, how the former marine is crafting @LinkedIn messages that speak his prospects’ language. #LinkedIn #FinancialAdvisors #FinancialPlanning bit.ly/4do6DbY

The @USDOL’s new proposal could open the door to private equity, crypto and other alternatives in 401(k)s. But experts say adoption may be slow and risks remain. #401k #retirement #financialadvisors bit.ly/4m4i4I0

The IRS is updating its reporting rules for digital assets, which means advisors should get acquainted with Form 1099-DA for the 2025 tax year and beyond, says Tara Popernik, @LPL’s head of wealth planning. #taxes #digitalassets #cryptocurrency bit.ly/417RNif

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