Estate Planning Software Options for Financial Advisors
As an advisor utilizing the right tools can make crafting personalized estate plans easier and more efficient.
Insights from Superheroes for Wealth Advisors and RIAs
Superheroes actions and poignant words resonate beyond the realm of comics and movies, offering valuable lessons.
Kenny G Refusing to Turn Over Emails With Jeff Bezos to Ex-Wife in Fight Over Malibu Mansion
Kenny G scoffed at his ex-wife Lyndie Benson’s demand he turn over private communications with Jeff Bezos over a mansion the musician rented to Bezos.
Flexible Plan: Make The Most Of Client Generosity
With tax season on the horizon, investors may be starting to think about the most beneficial—and tax-efficient—ways to make charitable donations.
One popular solution is the donor-advised fund (DAF), a charitable investment account that allows investors to contribute funds for an immediate tax deduction, invest the funds for tax-free growth, and grant the money to a qualified charity.
But many DAF programs come with high fees and may not offer investors access to the risk-managed investment strategies needed to maximize the potential of their giving account.
GeoWealth: When Do You Keep The Middle Office And When Do You Outsource?
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Jack, when is it time for RIAs to consider leveraging an outsourced trading partner?