What to Know About Restricted Stock Units

June 27, 2022 0

A restricted stock unit (RSU) is a form of stock-based compensation used to reward employees. Restricted stock units will vest at some point in the future and, unlike stock options, will have some value upon vesting unless the underlying company stock […]

A Primer on Philanthropic Vehicles

June 27, 2022 0

A Primer on Philanthropic Vehicles Looking for new ways to differentiate yourself as an advisor? Philanthropy and charitable giving are important to many clients but are not top-of-mind for many advisors. Helping clients meet their […]

Turnkey Asset Management Program (TAMP)

June 27, 2022 0

What Is a Turnkey Asset Management Program (TAMP)? A turnkey asset management program offers a fee-account technology platform that financial advisers, broker-dealers, insurance companies, banks, law firms, and CPA firms can use to oversee their clients’ […]

Should I Invest or Pay off My Mortgage?

June 27, 2022 0

If you’ve received a windfall of cash or saved a sizable sum of money over the years, it may be tempting to pay off the mortgage loan early. Whether or not paying off the mortgage early is […]

Preparing Clients for a Successful Wealth Transfer

June 27, 2022 0

The largest wealth transfer in modern history is officially underway. At the end of 2021, the Federal Reserve estimated that individuals aged 70 and greater had a total accumulated wealth of $37.79 trillion.1 The exchanging […]

How Altruist Is Changing the RIA Landscape

June 27, 2022 0

Beginning with the race to zero commissions in the fall of 2019, the financial services industry has seen an uptick in mergers and the increased consolidation of custodians. Combined with the financial impact of the 2020 COVID-19 […]

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