A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
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Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.
10h ago -
The move could impact future studies on retirement trends, policy and aging in America.
10h ago -
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When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.
July 28 -
A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.
July 25
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
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Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.
10h ago -
The move could impact future studies on retirement trends, policy and aging in America.
10h ago -
Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.
July 24 -
House Republicans are aiming to pass provisions that were removed from President Donald Trump's "one big, beautiful bill."
July 24 -
A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.
July 23