Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about license and experience before signing on. Make sure you understand what fees you’ll be charged. Investors rethink 'hands off' investing and decide to start making real money Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it casually or skip the vetting process altogether. With countless professionals offeri ...

NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the full year and fourth quarter 2025 on Friday, February 6, 2026, before the market opens. Conference Call and Webcast Management will host a conference call and webcast to review Perella Weinberg’s results on the same day at 9:00AM ET. A webcast of the conference call will be available to the public on a listen-on ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. An Ohio-based advisory duo with about $2 billion in client assets is joining LPL Financial from Fifth Third Private Bank, the independent broker/dealer announced today. Breanne Bovara and Derrick Petry are launching Moto Wealth Partners within Linsco, LPL Financial’s W-2 advisor affiliation model. The duo works with high-net-worth and ultra-high-net-worth individuals and families from offices in C ...

For many financial advisors, the required minimum distribution (RMD) is often treated as a minor, once-a-year administrative task. But for roughly 1 in 3 RMD-age clients who either missed a distribution or withdrew too little, that oversight can turn into a costly mistake come tax time, Vanguard research shows. Analyzing roughly 400,000 RMD-age clients with Vanguard traditional IRA balances of at least $5,000, researchers found that 6.7% failed to take a required distribution in 2024 (the most recent dat ...

How Financial Advisors Can Use ChatGPT Without Losing the Human Touch - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.---# How Financial Advisors Can Use ChatGPT to Work More Efficiently–Without Losing the Human Touch## Artificial intelligenc ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A Georgia-based financial advisor pleaded guilty to a $380 million fraud that victimized thousands of investors, in what officials said was potentially the worst Ponzi scheme in state history. Todd Burkhalter, the founder and CEO of the Georgia-based firm Drive Planning, pleaded guilty to wire fraud last week. According to the Justice Department, Burkhalter used the illicit earnings to purchase a ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors continue to have a relatively limited role in advising clients on retirement savings rollovers, according to new data on money movement from research firm Hearts & Wallets. According to the analysis of money moves by nearly 6,000 households between financial firms, savers made a record $1 trillion in rollovers last year. But of that pot, advisors were involved in just 22 ...

As filed with the U.S. Securities and Exchange Commission on January 23, 2026. Registration No. 333-[*] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 STARRYGAZEY INC. (Exact name of registrant as specified in its charter) British Virgin Islands 8742 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Numb ...

公司人事任命 - Perella Weinberg Partners任命Benjamin Port为合伙人 以加强其医疗保健服务业务能力 [1] - Benjamin Port将常驻纽约 加入公司医疗保健业务部门 为医疗保健服务客户提供战略和财务建议 [2] - Benjamin Port在医疗保健服务领域拥有深厚经验 专长涵盖零售多站点医疗、医师执业管理、行为健康、家庭健康与临终关怀以及外包服务 [2] 高管背景与公司战略 - Benjamin Port此前任职于Robert W Baird 专注于医疗保健服务领域 拥有弗吉尼亚大学的工商管理硕士和商学学士学位 [2][3] - 公司首席执行官Andrew Bednar表示 此次任命是公司在医疗保健领域近期第三次高级别人才引进 彰显了公司在其至关重要的医疗保健业务内打造领先医疗保健服务品牌的承诺 [3] - 公司认为医疗保健服务是一个充满活力且复杂的行业 Benjamin Port的见解将为客户在转型和增长过程中提供宝贵支持 [3] 公司概况 - Perella Weinberg Partners是一家领先的全球独立咨询公司 为广泛的客户群提供战略和财务建议 客户包括企业、财务赞助方、政府和主权财富基金 [4] - 公司在全球多个活跃的行业领域和市场提供广泛的咨询服务 目前拥有约700名员工 [4] - 公司在纽约、伦敦、休斯顿、洛杉矶、旧金山、巴黎、芝加哥、慕尼黑、棕榈滩、丹佛、卡尔加里和格林威治设有办事处 [4]

罗斯个人退休账户收入限制 - 2024年单身申报者的修正调整后总收入低于146,000美元方可向罗斯个人退休账户进行最高额供款 收入超过161,000美元则完全不能供款[5] - 2024年联合申报的已婚夫妇修正调整后总收入低于230,000美元可全额供款 总收入在230,000至240,000美元之间可进行部分供款 总收入超过240,000美元则不能供款[5] - 收入限制仅适用于向罗斯个人退休账户进行直接供款的资格 而不影响执行罗斯转换的能力[3] 罗斯转换的核心规则 - 任何人均可在任何时间将任何金额的延税储蓄转换为罗斯个人退休账户 转换行为本身没有收入限制[1][7] - 转换涉及将资金从传统个人退休账户或401(k)等延税账户转入罗斯个人退休账户[6] - 进行转换的金额必须计入转换发生当年的应税收入中[7] 高收入家庭的财务规划考量 - 年收入超过350,000美元的家庭因超过收入限制而无法直接向罗斯个人退休账户供款[1] - 对于61岁和62岁并计划工作至67岁的高收入者 可以选择在退休前分期将401(k)资金转换为罗斯个人退休账户[1] - 选择在退休前还是退休后进行转换 将显著影响最终需要为该笔资金缴纳的税款[1]