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When the Business of Your Business Becomes Your Wealth – Indianapolis Business Journal

Deadline looms on estate-tax option – Indianapolis Business Journal

The Tax Cuts and Jobs Act, which passed in 2017, temporarily doubled the estate-tax exemption starting in 2018. But the estate-tax provision of the TC&JA is scheduled to sunset at the end of 2025.

RIA Roundup: 3 Teams Leave Advisor Group Ahead of Rebrand/Unification

As Advisor Group prepares to roll all advisors into a single brand, teams overseeing a total of $765 million have left for Commonwealth, LaSalle St. and LPL.

Mindy Diamond on Independence: Gary Hirschberg

Gary Hirschberg details why, after 12 years at Goldman Sachs and building his business to over $1B in AUM he left to launch Aaron Wealth Advisors.

Financial Advisor IQ - Content Page

Sustainable Asset Manager Ethic Launches Client Advisory Council

New York, NY (PRWEB) October 06, 2021 -- Ethic Inc. (“Ethic”), the tech-driven asset management platform that powers personalization for advisors, today

US in the news: Mercer Advisors completes double acquisition

The financial terms of the deal were not disclosed. In all, 15 MWM team members will be joining the Mercer Advisors’ team. Elsewhere, Mercer Advisors has bought acquisition of Rowland Carmichael Advisors, a wealth management firm located in Scottsdale, Arizona. RCA serves approximately 240 clients and nine RCA team members will be joining the Mercer Advisors’ team. The financial terms of the deal were not disclosed. People moves Round Table Wealth Management The global wealth and investment management firm has named Marianne Rodriguez as director and wealth adviser based in its Boca Raton, Florida office. Prior to joining RTWM, she worked as a branch manager with a national brokerage firm.