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End-of-Year Tax Tips from ClientFirst

11/21/2024

ClientFirst Wealth, Legacy, Estate Planning (ClientFirst) has as a public service put together seven financial and tax planning strategies to consider before December 31st. As the year draws to a close, taxpayers have a window of opportunity to take strategic steps to significantly reduce their 2024 tax liability.

“Yearend is fast approaching,” said Ed Mahaffy, founder and President of ClientFirst. “Taking time to plan the most tax-efficient conclusion for 2024 can be well worth it, as various strategies can mitigate your 2024 tax bill. With the proper planning, these tactics could make a substantial difference. By taking action now, taxpayers can optimize their current financial position and set the stage for long-term tax efficiency.”

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

11/18/2024

Advyzon announced a new product offering from Advyzon Institutional called Auria.

Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients and unites essential capabilities – portfolio management, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more.

“We’re so excited to finally unveil Auria – an initiative that we’ve been working on since I joined Advyzon earlier this year,” said Kartik Srinivasan, President of Advyzon Institutional.

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

11/12/2024

Kwanti announced two new enhancements to their platform: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements, as well as xPDF, a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours.

Risk Profiling is a set of new features designed to enhance the way advisors manage client risk, starting with the introduction of a dedicated Client section in Kwanti. A Client in Kwanti is designed to help advisors better organize their clients’ data, making it easy to manage everything from risk assessments to portfolio reviews. Each Client acts as a hub for managing questionnaires, portfolios, and more, ensuring that client-specific data is organized and accessible.

Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor

11/7/2024

Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the last few months. This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent Financial Advisors.

In Forbes’ 2024 list of America’s Top RIA Firms, Bogart Wealth was ranked #23 nationally and was listed as the top overall firm in Virginia. Bogart Wealth has been featured in the Top RIA Firms ranking since the list’s inception in 2022, and James Bogart and Senior Vice President Nell Cordick, CFP® have both been previously featured in various individual advisor rankings.

End-of-Year Tax Tips from ClientFirst

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor

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