InvestmentNews

As 2024 winds down, it's the perfect time to revisit your retirement tax strategy. Expert Ed Slott offers insights on maximizing Roth conversions, leveraging low tax brackets, and using charitable giving smartly through QCDs. https://hubs.la/Q02Z3nnc0

goRIA is On-Location with Bernadette Murphy Chuck’s recording LIVE at #SchwabIMPACT (San Francisco, CA). In this segment, Chuck catches up with Bernadette Murphy, Managing Director at Vigilant to discuss: ?? How (and WHY) are RIAs building their own private and registered funds? ================================== #goRIA: Fueled by InvestmentNews ==================================

goRIA is On-Location with Oleg Tishkevich Chuck’s recording LIVE at #SchwabIMPACT (San Francisco, CA). In this segment, Chuck catches up with Oleg Tishkevich, CEO, Invent to discuss: ?? What is a “Data Lake”? And… why should you care… ================================== #goRIA: Fueled by InvestmentNews ==================================

Robinhood makes a bold move into wealth management with its $300M acquisition of TradePMR, aiming to connect its 24M funded accounts to RIAs. Industry leaders see potential for innovation but note the challenges of integration and platform expansion. https://hubs.la/Q02Z39b40

goRIA is On-Location with Danielle White, CEPA? Chuck’s recording LIVE at #SchwabIMPACT (San Francisco, CA). In this segment, Chuck catches up with Danielle White, CEO at Myriad Advisor Solutions to discuss: ?? More ways partners can help advisors transition and thrive in the RIA space: From repapering to selling your business… there’s support for that… ================================== #goRIA: Fueled by InvestmentNews ==================================

#InTheNasdaq: Larry Connor, managing partner at The Connor Group, discusses key opportunities in the real estate market with InvestmentNews anchor Gregg Greenberg. From market trends to strategies for success, this conversation breaks down the housing market from the ground up. https://hubs.la/Q02Y_RGB0 #RealEstate #HousingMarket #InvestmentOpportunities #TheConnorGroup

Gary Gensler will step down as SEC chair on January 20, 2025, coinciding with Donald Trump’s inauguration. Gensler’s tenure was marked by key reforms in market transparency, climate and cyber risk disclosures, and a robust enforcement agenda. https://hubs.la/Q02Z5h4P0

goRIA is On-Location with Lisa Salvi goRIA is On-Location with Lisa Salvi Chuck’s recording LIVE at #SchwabIMPACT (San Francisco, CA). In this segment, Chuck catches up with Lisa Salvi, Head of Business Consulting & Education, Charles Schwab to discuss: ?? How can advisors leverage partners to support their transition to the RIA space AND support their new firm’s ongoing needs. ================================== #goRIA: Fueled by InvestmentNews ==================================

InvestmentNews is on the lookout for the top-performing financial planners in the inaugural 5-Star Financial Planners. Complete this form to enter: https://hubs.la/Q02YHwRS0

Charles Schwab is evaluating fee increases for its Advisor Network, a referral program pivotal for many RIAs, including firms like Creative Planning. With current fees unchanged for a decade, the potential adjustment reflects evolving program scale and demand. https://hubs.la/Q02Z3l2q0