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Words In Edgewise
Words in edgewise from wealth management leaders
Get the best techniques & advice on a variety of subjects from across the wealth management industry.
15 posts
Taxing Times – Tax Benefits of Acquiring Another FA’s Practice
Tax Benefits of Buying Another Independent FA’s Practice, Plus Business Launch Tax Credits and Is Your New Assistant…
WSR Recruiting Survey: Keep Digitizing Recruiting!
Our Inaugural Recruiting Survey Reveals A Sea Change in Attitudes Across the Industry When It Comes to Comfort…
Real Estate Roundtable: Will Property Bidding Wars Continue?
Our Expert Panel of Independent Mortgage Brokers Provide Insights on Property Bidding and Home Equity Loan Trends, and…
Time to Hang up the RIA Gloves? Here’s What WSR Readers Think
Our Latest WSR Survey of Financial Advisor Readers Suggest Broader Shifts to the Small and Mid-Sized RIA Segment…
Don’t Be Blindsided by the Plunging Value of Gift Cards and Reward Points!
As Summer Travel Heats Up, Are Gift Cards and Membership Reward Points Plunging in Real Value?We’re entering the…
Taxing Times – Top Tax Questions for Newly Independent FAs
Asked and Answered – Questions from Newly Independent Financial Advisors on Deducting Home Office Space, Airfare for Business…
Real Estate Roundtable: National Mortgage Brokers Day Special Feature
In Advance of National Mortgage Brokers Day, We’re Answering Real Estate-Related Questions from Financial Advisors by an Expert…
Nathan Stibbs: RIAS Remain Better Positioned to Grow Than IBDS
You would be hard-pressed to find an individual in the wealth management space who is more familiar than…
Insurance and Wealth Management Convergence
As Boomer Retirement Waves Surge, Insurance Solutions and Wealth Management Increasingly Intersect Insurance and financial advice are frequently…
Taxing Times
S Corp Compensation, Lost PPP Checks, New Rules for Business Meal Tax Deductions Being an independent business owner…
