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 ...

Core Insights - Perella Weinberg Partners has strengthened its healthcare services capabilities by appointing Benjamin Port as a Partner [1][2][3] Company Overview - Perella Weinberg Partners is a leading global independent advisory firm providing strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds [4] - The firm operates with approximately 700 employees and has offices in major cities including New York, London, and San Francisco [4] Appointment Details - Benjamin Port will focus on providing strategic and financial advice to healthcare services clients, leveraging his expertise in areas such as retail multi-site healthcare, physician practice management, behavioral health, home health and hospice, and outsourced services [2][3] - Port previously worked at Robert W. Baird, where he specialized in Healthcare Services [2] Strategic Importance - The addition of Port marks the third recent senior hire in the healthcare services sector for Perella Weinberg, underscoring the firm's commitment to building a leading healthcare services franchise [3] - The healthcare services industry is described as dynamic and complex, and Port's insights are expected to be invaluable for client transformation and growth [3]

Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We’re 61 and 62, and planning to work until at least 67. Do we qualify to convert our 401(k)s into Roths a little at a time or do we have to wait until we retire? -Fariba You’re right that earning a combined income of $350,000 puts you over the Roth IRA income limit. However, there’s no income limit on conversions. In fact, anyone can convert any amount of tax-deferred savings at any time. Nothing is st ...

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merit Financial Advisors, an acquisitive registered investment advisor based in Atlanta, is looking to bolster both inorganic and organic growth through an acquisition announced Tuesday. In terms of inorganic growth, Merit has acquired SSC Wealth, the $260 million financial advice team of SSC CPAs + Advisors, a Topeka, Kan.-based accounting firm. That deal will see four advisors join Merit, incl ...