The election is over, and with it, the life insurance marketing campaign may be headed off into the sunset. Agents need to be ready for what may come next, namely an accelerated paradigm shift toward the “no sunset” planning topics that I've discussed in several articles, including “Helping clients plan their life insurance strategy for…

Brian C. Smith, managing director with Eaton Vance, discusses tax law changes in 2026 and highlights the importance of proactive tax planning for investors. Source link

Nisha Patel, CFA, managing director at Parametric, explores tax law changes, strategies and tax loss harvesting to maximize savings. Source link

Sponsored by Estate planning can be complex, so it's important to understand the basics—from the roles and types of documents to key legal terms. With this basic knowledge, you can engage in more meaningful conversations with your customers. Our guide covers all the essentials and serves as a handy cheat sheet whenever you need it….

Nobody really like paying taxes. So what would your clients say if you could make it so that they paid no tax on the capital gains of their investment portfolio? Just because something is true does not mean it is right. However, many asset managers and advisers still use the promise of low- or zero-tax…

One of the defining characteristics of US stock market valuation in 2024 has been the large impact of some mega-cap stocks on index returns. This trend was reflected in US ETF launches in October 2024. Some of the new ETFs allow investors to double down on this mega-cap tech trend. For example, BlackRock launched the…

The SEC has settled charges with a faith-based robo-advisor tailored to Muslim clients that it broke the commission's marketing rules by including athletes in ads without disclosing they were compensated for the work. New York-based Wahed Invest will pay $250,000 to settle charges with the commission. The fintech firm was launched in 2017 and focuses…

Former head of Merrill Lynch Wealth Management John W. Thiel is launching an independent RIA, Indivisible Partners, in the first quarter of 2025, he announced on LinkedIn.com. “It is with tremendous pride and excitement that I, along with my co-founders, announce the formation of Indivisible Partners, a privately held independent advisory firm,” said Thiel, in…

Aspen Standard Wealth, a holding company that buys wealth management platforms, has acquired a majority stake in Summitry, a San Francisco-based registered investment adviser with $2.8 billion in assets under management. This represents Aspen's first acquisition since its launch in April. Backed by private equity firm Alpine Investors, Aspen was founded by CEO Aly Kassim-Lakha,…

A new report from market research firm Cerulli Associates finds that most financial advisors expect just that give preference to the use of model portfolios on the funds of funds going forward because of the higher level of personalization model portfolio offer. According to the report, 61% of advisors surveyed expect to prioritize model portfolios…