Wealth Management Group
220 Beiser Blvd
Dover, DE 19904
No. advisers: 6
|Financial planning clients||N/A|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
August 8, 2018 - The Internal Revenue Service provided some long-awaited answers for business owners hoping to dodge the limits on a juicy new tax break. The IRS's proposed regulations make it clear that the agency considers a planning technique known as "crack and pack"...
June 22, 2018 - A seven-person team managing $150 million at Wells Fargo in San Antonio, Texas, has formed a hybrid firm and affiliated with New York-based Snowden Lane Partners. Led by Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan, the Hogan Eller Wealth Management...
June 8, 2018 - The new federal tax law has changed the calculus around the selection of business entities by financial advisers and their clients. Advisers trying to determine whether it's best to be a pass-through entity or a C corporation under the new regime will...
May 31, 2018 - The new federal tax law made changes to the so-called "kiddie tax" that could impact how some advisers handle their clients' financial plans. While experts say lawmakers largely simplified the kiddie tax, the changes may change how some clients finance...
May 23, 2018 - A former top executive at Barclays Capital Inc. won a $2.7 million Finra arbitration award, stemming from a dispute over compensation he claimed Barclays owed him when it sold its wealth management group to Stifel Financial Corp. in 2015. Now head of...
May 23, 2018 - Numbers are important, but planning toward your clients' goals can help create a longer-term relationship. Tim Scannell of Scannell Wealth Management Group at HighTower said that this helped him attract and retain more clients.
May 21, 2018 - The pass-through deduction created by the new federal tax law has inspired a raft of planning opportunities for financial advisers looking to minimize business clients' tax bills. The provision provides a 20% tax deduction on qualified business income...
May 15, 2018 - Glasgow Wealth Management Group, which advised on nearly $2 billion in individual accounts and corporate client retirement plans, has joined Janney Montgomery Scott from Avondale Partners, a Tennessee-based independent advisory firm. The group, based...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
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