������Ƶapp

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.

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

������Ƶapp, 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.

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.

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 ������Ƶapp.

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 ������Ƶapp in the third quarter, the Dallas-based wealth management firm said.

������Ƶapp President Todd Mackay Joins Jay Coulter on “The Resilient Advisor Show”

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