The $197 billion RIA is heading to Texas after Washington state refused to dial back a 7% tax on capital gains. An excerpt: Barse said the historically high inflation has become a “regressive tax” that makes states with lower tax rates even more attractive. “For many,...
A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans. “How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and...
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios. That’s the subheading of the InvestmentNews article. An excerpt: “It is coming up in every single conversation,” said Vance Barse, founder of Your Dedicated Fiduciary....
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