Feature Article Image Three

Advisory Solutions: Transforming Offerings with Integrated Solutions

By

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. 

Three business workers having a discussion.
| |

Key Policy Changes in 2025 Impacting Your Financial Planning

By

As 2025 approaches, policy shifts under a new Trump administration are taking shape. For investors, understanding the new tax, healthcare, and retirement landscape is crucial to navigating the future. Here are some of the most impactful potential policy changes and how they may influence your financial planning. Tax Reform One primary goal is the continuation…

December Webinar
| |

WEBINAR: Year-End Tax Strategies

By

As the year draws to a close, it’s the perfect time to review effective tax strategies. Watch our insightful webinar where we’ll uncover powerful tax-saving methods that can help you maximize your savings before the end of the year. Whether you are an individual or a business owner, you’ll learn actionable tips to reduce your…

Photo of a man holding a cell phone
|

Bryn Mawr Trust Survey Reveals Americans Value Digital Assets at $191,516 on Average, But Gaps Exist in Digital Asset Awareness and Estate Planning

By

Despite placing six-figure valuations on their digital assets, Americans are largely neglecting these assets during financial planning

Beneficiary Designation

Securing Your Legacy: Why Updating Your Beneficiary Designations Matter

By

As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing of a loved one can leave outdated beneficiary information on accounts. Failing to update these can create confusion, delay, and even prevent…

An elderly couple reviewing documents with a financial professional.
| |

The Importance of Adapting Financial and Estate Plans to Legal Changes

By

When the foundation of a structure becomes unstable, everything built on top must adjust or risk collapse. This principle is not only true in construction but also in financial and estate planning. In the United States, financial and estate planning is deeply intertwined with legal and tax codes, which form the foundation for achieving our financial…

Three generations (grandparents, parents, and grandchildren) of a family are gathered around a piece of paper. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
|

WEBINAR: Securing Your Legacy: The Importance of Establishing and Updating an Estate Plan  

By

Watch our replay on why having an estate plan is vitally important.  Watch to ensure your assets are distributed according to your wishes by providing your loved ones with invaluable peace of mind.  In this webinar, we outline the benefits of establishing and regularly updating a plan to secure your legacy.