Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Abnormal Returns

MAY 8, 2023

(citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 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!

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Abnormal Returns

MARCH 4, 2024

Retirement JP Morgan Asset Management's 'Guide to Retirement.' advisorperspectives.com) Practice management Why RIAs need to focus on organic growth. fa-mag.com) Alts Should RIAs recommend funds managed by their PE-backers? riabiz.com) Estate planning is growing in importance for advisers.

Recruitment 279

Recruitment Estate Planning Financial Planning Retirement 279

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm?

Wealth Management 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

Wealth Management

MARCH 18, 2024

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

Estate Planning 126

Estate Planning Planning Clients 126

Wealth Management

OCTOBER 17, 2024

Have more productive estate plan meetings.

Estate Planning 111

Estate Planning Planning 111

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

Wealth Management 119

Wealth Management Estate Planning Planning Management 119

Abnormal Returns

JUNE 28, 2023

Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." savantwealth.com) What is an estate plan? thomaskopelman.com) New parents face their own financial planning challenges. cnbc.com) Robo-advisors Robo-advisors, ranked.

Retirement Planning 245

Retirement Planning Estate Planning Retirement Wealth Management 245

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 244

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 244

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 245

Estate Planning Financial Planning Wealth Management Clients 245

Wealth Management

MARCH 13, 2024

Will you be there to help clients with wills, trusts and estate planning needs?

Estate Planning 119

Estate Planning Planning Clients 119

Wealth Management

NOVEMBER 10, 2023

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Debt Management 128

Debt Management Estate Planning Management Planning 128

Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

Estate Planning 124

Estate Planning Financial Planning Planning 124

Wealth Management

SEPTEMBER 23, 2024

Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.

Wealth Management 100

Wealth Management Estate Planning Management Planning 100

Wealth Management

JANUARY 27, 2025

Estate planning isnt just for the ultra-wealthy.

Estate Planning 104

Estate Planning Planning 104

Wealth Management

NOVEMBER 3, 2024

Step-by-step guide for better estate plan conversations.

Estate Planning 105

Estate Planning Planning 105

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Abnormal Returns

JUNE 10, 2024

standarddeviationspod.com) Frazer Rice talks with David Barnard, CEO and Founder of Luminary, about technology and estate planning. kitces.com) Practice management What you need to know compliance-wise before you hire your first advisory employee. kitces.com) What compensation levers do RIAs have to pull?

Compliance 277

Compliance Estate Planning Startup Clients 277

Wealth Management

JANUARY 15, 2025

The right estate planning approach can result in a significant, tax-efficient transfer of your clients wealth.

Estate Planning 104

Estate Planning Planning Taxes Clients 104

Wealth Management

NOVEMBER 19, 2024

Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.

Estate Planning 111

Estate Planning Planning 111

Wealth Management

FEBRUARY 8, 2024

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.

Estate Planning 114

Estate Planning Clients Planning 114

Wealth Management

NOVEMBER 10, 2024

A detailed glossary of estate planning terminology.

Estate Planning 98

Estate Planning Planning 98

Abnormal Returns

JANUARY 22, 2024

Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. riaintel.com) How to write a client newsletter.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Abnormal Returns

SEPTEMBER 4, 2023

standarddeviationspod.com) Creative Planning Creative Planning is buying Goldman Sachs' former Personal Financial Management unit. citywire.com) The deal underlines Creative Planning's rapid growth over the past few years. riabiz.com) Creative Planning could reintroduce the United Capital brand.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Wealth Management

JUNE 12, 2024

Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.

Estate Planning 105

Estate Planning Planning 105

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning 119

Estate Planning Planning 119

Wealth Management

JANUARY 11, 2024

Two fellowship participants share their experiences in the estate planning field.

Estate Planning 126

Estate Planning Planning 126

Abnormal Returns

MARCH 20, 2023

standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. reuters.com) Practice management Why scale in the RIA space is increasingly important. citywire.com) Adviser technologies are becoming commoditized.

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Nerd's Eye View

DECEMBER 1, 2023

Read More.

Financial Planner 244

Financial Planner Communication Estate Planning Wealth Management 244

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning 115

Estate Planning Financial Advisor Planning Taxes 115

Abnormal Returns

JUNE 3, 2024

nytimes.com) How estate planning for blended families can go wrong. (wsj.com) McKinsey & Co. has hired former Orion CEO Eric Clarke as a senior advisor. riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments.

Estate Planning 278

Estate Planning CFP Retirement Assets 278

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 111

Estate Planning Planning 111

Abnormal Returns

SEPTEMBER 9, 2024

fa-mag.com) How to use the new digital estate planning platforms. kitces.com) How planning changes for the child-free. (citywire.com) Advisers Why adding alternatives may not do much for portfolios. fwpwealth.com) Older clients likely have appreciated securities they could use to fund charitable donations. (fa-mag.com)

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

Estate Planning 110

Estate Planning Financial Advisor Planning 110

Abnormal Returns

MAY 6, 2024

citywire.com) How advisers can best work with estate planning attorneys? kitces.com) What is financial planning? (thinkadvisor.com) Advisers There are still to many clients getting conflicted advice. blairbellecurve.com) Why advisory firms need to be careful throwing AI claims about. flowfp.com)

Estate Planning 260

Estate Planning Valuation Financial Planning Planning 260

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front. investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. investmentnews.com) How family estrangement affects estate planning.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245