With no ownership prospects, bank advisors leave to form RIA

Adam Cox's decision to leave his job as the wealth management head of a regional bank to start an RIA didn't come in response only to the new career prospects now open to independent advisors.

https://www.financial-planning.com/news/with-no-ownership-prospects-bank-advisors-leave-to-form-ria

#FinTech #FinServ #Banking #WealthTech #WealthManagement

Charitable estate planning helps you turn your legacy into lasting impact—supporting causes you care about while thoughtfully managing your assets for future generations. It’s more than giving; it’s purposeful planning for meaning and change. https://www.susanaureliagitelson.com/charitable-estate-planning/

#EstatePlanning #CharitableGiving #LegacyPlanning #Philanthropy #WealthManagement #GivingBack

Tokenization is gaining focus @ Morgan Stanley.

Morgan is moving towards “onchain” finance as a next step in evolving how it serves wealth clients. Plans indicate blockchain-based infrastructure will become part of its core wealth strategy, not a standalone crypto initiative. https://www.coindesk.com/business/2026/04/15/why-morgan-stanley-s-cfo-thinks-tokenization-is-the-next-big-step-for-its-multi-trillion-wealth-business #MorganStanley #BlockChain #DigitalAssets #Tokenization #Banking #OnChain #Finance #WealthManagement

2026 Roth Catch-Up Rule: How High Earners Must Change Their Retirement Math

The 2026 retirement rule that's about to blindside high earners? If you made over $150,000 last year, your catch-up contributions MUST be Roth starting January 1st.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/2026-roth-catch-up-rule-how-high-earners-must-change-their-retirement-math

Crisi geopolitica = mercato fermo?

Crisi geopolitica = mercato fermo? No. È proprio lì che nascono le migliori opportunità. Quando l’incertezza aumenta, il mercato non si blocca: diventa selettivo. E chi sa leggere i dati, gioca in vantaggio. Gli Emirati oggi? Fondamentali solidi. Il vero cambiamento è nel comportamento degli operatori. Meno emozione. Più strategia. ⸻ #realestateitalia #investimenti #dubai #mercatoimmobiliare #wealthmanagement #investire #economia…

https://rickyrealestatedubai.wordpress.com/2026/04/12/crisi-geopolitica-mercato-fermo/

Life Insurance Exit Planning: How the Right Structure Adds Millions to Business Sales

Most business owners planning exits overlook a significant opportunity. Last month, I reviewed an Austin manufacturer's "exit-ready" $8M company.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/life-insurance-exit-planning-how-the-right-structure-adds-millions-to-business-s

Most IRA Moves Business Owners Must Make Before April 15: 3 Critical Tax Strategies

Most business owners focus on business deductions and miss the retirement account moves that cut their personal tax bill. With April 15 approaching, here are 3 critical moves you can't afford to miss:

→ Traditional IRA contributions: Up to...

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ira-moves-business-owners-must-make-before-april-15-3-critical-tax-stra

Why Most OBBBA Tax Changes: 3 Hidden Wins Most Advisors Haven't Told You

Most business owners still don't know about the three biggest tax wins buried in the OBBBA. I've been reviewing these changes with clients for months.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-obbba-tax-changes-3-hidden-wins-most-advisors-havent-told-you

U.S. Bank signs on as NFL's bank and #WealthManagement partner

The bank is deepening its relationship with the nation's biggest sports league in an arrangement that will shine a light on the bank during the Super Bowl.

https://www.americanbanker.com/news/u-s-bank-signs-on-as-nfls-bank-and-wealth-management-partner

#FinTech #FinServ #Banking #WealthTech