Captrust Financial Advisors, the Raleigh, NC-based registered investment advisor since recently exceeded $1 trillion in total client assetshas acquired two other RIAs with total assets of $1.97 billion. Captrust is adding Campbell Wealth Management, an Alexandria, Va.-based RIA with 33 employees and $1.4 billion in assets, and TruNorth Wealth Partners, a St. Louis-based RIA. Paul,…

Sponsored by In this video, Brian C. Smith discusses the Legacy Income Trust as a tax-efficient charitable vehicle that provides lifetime income and significant tax benefits. By using appreciated assets, donors can avoid capital gains taxes and receive significant tax deductions. Source link

Have you kept up with the latest developments in the law of funds and estates? Take this quiz to find out if you understand the key strategies and techniques used by leading estate planning practitioners. If you have read the 2024 articles on Trusts & Estatesyou should complete it without any problem. Source link

Financial advisors are feeling much better about the outlook for the stock market and the broader economy in the wake of Donald Trump's presidential election victory. Stock market sentiment rose 7.5% in the week after the election, to register at 130. (A reading of 100 equals a completely neutral view). This is the highest level…

Commonwealth Financial Network is attracting two Long Island-based firms with a total of more than $495 million in assets under management from Osaic. Both Full Spectrum Financial Solutions and NXT Stage Financial Services were affiliated with Securities America before that firm was integrated into Osaic, the broker/dealer network formerly known as Advisor Group. Both firms…

Many of the largest firms in the industry have focused on inorganic growth in recent years, with merger and acquisition activity breaking new records. But these firms have also focused much of their energy and money on an organic growth strategy. It's hard to do both well, but a recent study BY WealthManagement.com in association…

Throughout 2024, Zephyr Market Strategist Ryan Nauman has had the privilege of speaking with some of the most influential and provocative leaders in wealth management and investment. These individuals are bringing innovation, thought leadership, solutions and market research that make a real difference to the day-to-day activities of financial advisors, which helps them create better…

Summit Financial, a Parsippany, NJ-based registered investment adviser backed by Merchant Investment Management, has taken a minority stake in Gordon Asset Management, a North Carolina-based RIA with $1.3 billion in advisory plan assets and retirement. The agreement represents the 18th strategic investment of the Summit this year. The deal is part of RIA's Summit Growth…

You may have noticed an increased sense of uncertainty in customer conversations lately. Despite a strong bull market, recent years of higher prices, mortgage rates and a new federal administration combine to create doubt and indecision. of American Bankers Association reports that 80% of all consumers are experiencing high levels of financial anxiety. Financial anxiety…

In the time since the US election, the collective reaction of financial markets has been one of optimism. US stock markets have moved significantly higher and are beginning to expand beyond the Great Seven. Fixed income credit spreads remain at historically narrow levels. The Republican election and tight margins in Congress raise the prospect of…