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