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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With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.
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Firms' practice of offering low returns on clients' uninvested cash is becoming the latest hot legal target.
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A recent YouGov survey said 60% of Americans consider integrity the most important factor in their selection process.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
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Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.
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In 90% of families, wealth disappears by the end of the third generation.
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As asset managers create younger wholesaling teams, they're also adapting models that leverage digitally savvy hybrid roles.
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.
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Françoise Gilles is AXA Group Chief Risk Officer and a member of the Group Management Committee, after having served in the AXA Asia Region since 2019 first as Chief Risk Officer, then as Chief Strategic Development Officer in charge of steering AXA's strategy across the Region, based in Hong-Kong. Françoise joined AXA in 2013, as Head of ALM and Capital Management for AXA Bank Europe, before being appointed as Board Member and Chief Risk Officer for AXA Bank Belgium. Before moving to Asia, Francoise served as AXA Belgium Head of P&C Retail. Francoise has served as non-executive board member and member of Audit and Risk Committees to several entities, incl. AXA Banque France, AXA Philippines, AXA Tianping, AXA IM Architas. She started her career in 1998 with ING and Fortis in Belgium, where she built experience in the areas of ALM, risk management and valuation. Francoise Gilles graduated as Civil Engineer from the Université Catholique de Louvain in 1998 and is an actuary.
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Concerns grows that the the $1.7 trillion private credit industry could be adding hard-to-detect risks to the U.S. financial system.
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