The nonprofit sector found itself in unprecedented territory on January 27, 2025, when the Office of Management and Budget issued a memo announcing a pause on all federal grants and loans. Many nonprofit organizations rely on federal funding to support their missions, provide lifesaving aid and resources to their communities, and bolster their operations. Though…
According to DeVoe and Company, 2024 saw the highest number of transactions in the RIA space (269), with Q4 recording the most reported deals ever (78) in a single quarter.1 Even Robinhood’s recent acquisition of TradePMR signals the strategic positioning among advisory firms. This massive migration to the independent RIA model, many of whom are transitioning from traditional, full-service models, signals significant advisory trends shaping wealth management solutions’ current and future state.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss AI Disruption and Market Resilience.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how to protect your digital assets.
Join the Bryn Mawr Trust senior leadership team and watch our exclusive 2025 Economic & Market Outlook. You will gain a comprehensive understanding of the economic landscape and market trends that will shape the year ahead, from overarching macroeconomic trends to market-specific dynamics. Our expert analysis serves as valuable guidance in making strategic investment decisions…
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a potential soft landing in 2025.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss a soft landing in 2025.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss three financial resolutions for 2025.
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
This week we discuss balancing growth and opportunity.
The Social Security Administration (SSA) has announced significant changes for 2025, reflecting ongoing efforts to adjust the program in response to inflation, wage growth, and evolving economic conditions. These updates include a higher cost-of-living adjustment, revisions to the earnings test thresholds, and increases in maximum benefits. Here’s a comprehensive look at the major updates. Cost-of-Living…
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