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A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.
June 8
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Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.
June 8
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New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.
June 5
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A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
June 5
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Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.
June 5
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Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
June 4
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He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.
June 4
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Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.
June 4
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Ross Sinclair is founder and CEO at EIP. Ross has over four decades of experience in the insurance industry and founded EIP over 20 years ago. As one of the founders of EIP he has helped transition the core business from delivering managed services on device insurance to its position today as a market-leading software provider. Before EIP, Ross was on the insurance board of Carphone Warehouse.
June 4
