This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. Then Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your firm worth?
The long-term implications of an advice industry in which much of the workforce is remote are only starting to be felt.
The retirement plan consulting firm is partnering with Newport Group on the PEP, which it says will be available to employers of all sizes.
Lexington Wealth Management is adding Thompson Wealth Management, which is also based in Massachusetts.
The four-adviser team, HPK Provident Advisors, is based in Bridgeville, Pennsylvania, and Sarasota, Florida.
The Clauss & Ellison Group, a three-person team from Merrill Lynch, is joining the firm’s employee adviser channel.
HearthStone’s seven employees work with 150 clients, including affluent families and professional fiduciaries.
The deal for Robinson Tigue Sponcil is Mariner’s 10th transaction this year.
Robbie Moseley joins the firm from Edward Jones, where he headed talent acquisition for the eastern region.
The Oak Brook-based Dashboard Wealth Advisors was founded in 2013 by Scott Schuster, who has known Creative Planning CEO Peter Mallouk since their grade school days.
