Health savings accounts are a small but mighty tool when it comes to saving and investing…
Category: Wealth Planning
Three Key Trends in Private Markets Reshaping Wealth Management
In the 2020s, one of the most significant secular trends in investing isn’t a return to…
Family Offices Boost Private Credit Allocations Amid Market Shifts
(Bloomberg) — Family offices want more of the private credit boom. More than half of 175…
Tax pro coalition urges Treasury to stabilize IRS amid layoffs
A group of tax organizations, including the National Association of Tax Professionals, the National Association of…
Estate Granted Extension for Alternate Valuation Date Election
David A. Handler is a partner in the Trusts and Estates Practice Group of Kirkland…
Concurrent Launches Minority Stake Division, Invests in Two RIAs
Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a…
Fidelity Launches Its First Custom Model Portfolio with Private Market Assets
Fidelity Investments will now offer alternative investments as options for its custom model portfolios for RIAs…
Andy Kalbaugh Joins The Wealth Consulting Group as President
The Wealth Consulting Group, a Las Vegas-based hybrid registered investment advisor and wealth management platform with…
How should RIA financial advisors pick a fee model
This story is the fifth in a series Financial Planning Chief Correspondent Tobias Salinger is writing…
Edward Jones hits ex-broker with big arb award
In the latest legal action from a firm not content to watch its client information walk…
How switching broker-dealers led to a tech rethink: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
5 lessons for retirement planning with transgender clients
Retirement planning with clients is never simply about the numbers, advisors say. That’s equally the case…
Debunking 7 Bond Myths
Conventional wisdom says that when stocks fall bonds (particularly Treasurys) will pick up the slack. During…
Tax bill lacks votes as Senate aims for deals on SALT, Medicaid
Republican leaders are aiming for quick negotiations over needed changes to the newly unveiled Senate tax…
Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel
Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to…
Osaic to buy fee-only RIA CW Advisors
Fresh off consolidating eight previously acquired broker-dealers under its brand, Osaic is embarking on its biggest…
Retirement Plan Business Offers a Pathway to Private Wealth
Mitchell Starr, president of retirement and wealth management in South Florida for Hub International, is among…
Comparing 5 retirement portfolio withdrawal strategies
Let’s start with the obvious: How a person withdraws money from their retirement portfolio matters. If…
Active ETFs now outnumber passive Funds in industry watershed moment
The ETF market has hit a symbolic turning point: active funds now outnumber passive ones for…
Tax savings for business owners hiring kids
Business owners who employ their children in a reasonable but limited capacity at their firms can…
Vanguard’s Multi-Class ETF Filing Signals Increased Competition in Active Fixed Income
On June 11, 2025, Vanguard filed an application with the U.S. Securities and Exchange Commission for…