Jamie Hargrove

Jamie Hargrove, the founder of Hargrove Firm LLP, is an attorney and certified public accountant with nearly four decades of estate planning experience. He is also co-founder of NetLaw, a technology platform that powers Hargrove Firm's online estate planning services. Previously, he led a 160-attorney estate and trust practice for a Kentucky-based law firm.

Wealth management

Do deathbed gifts mean lower taxes for heirs?

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

By Jamie Hargrove

January 26

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Practice and client management

It's not just wirehouses: Lure of independence strong for IBD advisors

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

By Dan Shaw

5h ago
Technology

Raymond James' CEOs on criticisms that led to growth, tech and more advisors

Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.

By Rachel Witkowski

5h ago
Practice and client management

An RIA's guide to the 3 types of firms trying to buy them

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

By Tobias Salinger

8h ago