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Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Clients increasingly view estateplanning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estateplanning platform Vanilla.
Clients increasingly view estateplanning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estateplanning platform Vanilla.
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estateplanning purposes. However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly. Read More.
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estateplanning strategies every individual, regardless of fame, should consider.
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estateplans work when there are international heirs involved.
(citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kitces.com) EstateplanningEstateplans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estateplanning purposes.
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estateplanning strategies every individual, regardless of fame, should consider.
His unique estateplan tasked a group of trustees with finding a new owner. Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019.
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estateplanning.
This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)
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