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�ǿ����޴�ý Regional Vice President and Financial Planning Consultant Davin Carey shares why there is no time to save like the present in this Financial Planning article.

Andy Watts to lead the �ǿ����޴�ý Community and Cetera’s Tax Channel.

The tax-focused Cetera subsidiary’s latest add in Northern California comes after overseeing $60M at LPL.

A marked slowdown in hiring and rising unemployment means the Fed might have to make steep cuts to interest rates soon.

Home is where the wealth is. Advisors discuss home prices and financial planning

Home prices are showing signs of peaking and wealth managers may have to deal with the changing situation.

Learn more about �ǿ����޴�ý Senior Investment Analyst Ted Ferik, CFA in this interview with Citywire RIA's Ashley Lowe McConnell, including Ted's take on what can make or break a fund manager meeting and who would be on his dream dinner guest list.

Odds rise for a September rate cut after prices fall on a monthly basis for the first time in almost two years.

Should baby boomers give away their $72.6 trillion to heirs now or later?

So you’ve got a solid sum of retirement savings, but you also have adult children who maybe facing financial challenges. Do you hold on to your nest egg, knowing your kids or grandkids will inherit the money eventually, or do you gift at least some of it to them more immediately?

Checking these five items off your retirement savings to-do list can help you prepare for a comfortable retirement years down the road.

�ǿ����޴�ý announced the addition of S&P Financial Services, a financial advisory team based in Hauppauge, New York. Led by advisors John Surace and Kelly Powers, the team manages approximately $150 million in client assets as of June 2024.

Savvy advisors would be wise to caution clients against an overcorrection into cash, instead exploring fixed income alternatives that could potentially offer more attractive risk-adjusted returns should unsettled economic conditions persist.

A blowout jobs report and a bit of wage inflation means a Fed pivot towards easing will have to wait.

Hinzman transitioned from her previous affiliation with Ameriprise Financial, where she managed approximately $120 million in client assets as of May 2024.

Collectibles might sound like an intriguing way to diversify your investments, but is it a prudent long-term strategy? �ǿ����޴�ý's VP of Planning and Growth Solutions Andy Watts CFP® weighs in.

The future of Social Security as a reliable income source is uncertain. Financial advisors encourage Americans to invest in their futures and secure a reasonable nest egg for a comfortable retirement.

Previously with Stratos Wealth Advisors, the new hires in the Northeast include three veterans with over 80 years of combined industry experience.

As the wealth management field changes, altering the way professionals work and engage with clients, advisors are seeking ways to adapt and develop skills to meet new demands.

Tax-focused RIA �ǿ����޴�ý has scooped up the $760m wealth management business of affiliate firm Integrated Tax & Wealth Strategies.

Certified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam.

For people already in retirement, or nearing it, it's a stressful situation. But having a financial plan in place and being able to navigate what retirement will look like in the future can alleviate that anxiety.

Bulls say moderating wage growth and an increase in the participation rate keep the Federal Reserve on track to reduce interest rates as soon as June, but bears contend the central bank is running out of time to enact three cuts before the end of the year.

The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.

AdvisorHub asked executives from top firms their thoughts on the wealth management industry. Here is how Emily Millsap CFP®, Manager, Financial Planning at �ǿ����޴�ý Wealth Management responded.

While the firm is best known for its tax expertise, Todd Mackay is talking about relationships and creating connections.

The Tax Relief for American Families and Workers Act has been slowly moving through Congress, and there’s confusion whether it’s better to file now or wait. Some taxpayers will be significantly impacted by this legislation, and the longer we wait, the more compressed tax season becomes.

"It really begins at identifying the needs of the client," Mackay said. "That's when you get truly comprehensive, tax-intelligent financial planning is when you're looking at it through the entire lifecycle and journey of a client. And that's really what �ǿ����޴�ý Financial Professionals do best."

Inflation came in a little bit hotter than expected last month, the January Consumer Price Index (CPI) report revealed Tuesday, all but ensuring that the Federal Reserve won't enact as many interest rate cuts this year as the market had hoped.

With the December CPI report now a matter of record, we turned to economists, strategists and other experts for their thoughts on what the data means for markets, macroeconomics and monetary policy going forward.

What if advisors could create New Year’s resolutions for their clients? �ǿ����޴�ý's Emily Millsap explores the impact of emotions on the financial decisions we make.

Now that Cetera Financial Group has completed its $1.2 billion acquisition of tax-focused �ǿ����޴�ý, what’s next? Assimilation. But not integration.

A better-than-expected November jobs report appears to keep the economy on path for a so-called soft landing, experts say, but also lowers the odds that the central bank will start cutting rates in the first quarter of 2024.

Advisors Can Support Clients’ Holiday Charitable Giving With Innovative Tax Strategies That Maximize Gift Values, Reduce Taxes And More

Inflation slowed markedly last month on both a headline and underlying basis, the October Consumer Price Index (CPI) showed Tuesday, giving support to the view that the Federal Reserve is done hiking interest rates this cycle, experts say.

A soft October jobs report gives the Federal Reserve cover to keep interest rates unchanged at the next Fed meeting, experts say. Just remember that the "data dependent" central bank will see one more jobs report – and two inflation readings – before it convenes for the last time in 2023, they add.

To help gauge the level of risk and opportunities spreading across the fixed-income markets, etf.com gathered perspectives from seven bond market professionals on what the near-term future looks like for investors.

In wealth management, the act of simply disclosing the number of women who are financial advisors within a firm represents differentiation from the competition.

The independent brokerages participating in Financial Planning's 38th annual IBD Elite study reported that their businesses grew 6% in 2022 to a combined $41.13 billion in revenue.

�ǿ����޴�ý added an eight-person team in Burbank, Calif., with more than $230 million in client assets.

Summit Wealth Advocates, founded in 2010 by Bruce Primeau and managing about $330 million in total client assets as of the end of June, has joined �ǿ����޴�ý.

The process may seem too daunting, but by combining their expertise and embracing a holistic approach, tax professionals and financial advisors have the opportunity to enhance their services, boost their respective practices' profitability and further deepen the tax professional's client relationships.

�ǿ����޴�ý, a publicly traded, tax-focused wealth management firm with more than $83 billion in client assets, added two firms this week, totally approximately $450 million in brokerage and advisory assets.

With the July CPI report now in the books, we turned to economists, strategists, investment officers and other experts to get their takes on what the inflation data means for markets, macroeconomics and monetary policy going forward.

U.S. News asked experts to weigh in on some of the soundest investing strategies to use throughout your life. Here's a look at 10 of the best long-term investment strategies.

Let’s be blunt. Broker/dealers aren’t the darlings of the wealth management industry they once were, having struggled to adapt to external forces and the onset of discount brokerages that have made investing accessible for millions.

News of the many changes in the SECURE 2.0 Act, signed by President Biden on Dec. 29, 2022, has circulated to every corner of America’s financial world.

We ask a series of top Wealth Management CEOs the same set of questions and let you, our audience, get a sense of how different leaders address the same challenges, and try to get a glimpse into their unique world view.

As we turn the page into a new year, we talk about resolutions, plans and strategies for making 2023 the year we finally achieve a long-standing dream or goal, and for many, that goal is retirement.

It's time to schedule year-end tax conversations with clients — before the coming holidays consume their schedules and yours.

Seventy-four financial professionals switched their broker-dealer affiliation to �ǿ����޴�ý in the third quarter, the Dallas-based wealth management firm said.

�ǿ����޴�ý President Todd Mackay Joins Jay Coulter on “The Resilient Advisor Show”

Todd Mackay, President of �ǿ����޴�ý Wealth Management, discusses why tax-centric financial advisors are uniquely positioned amid market volatility.