Wealth Management

OCTOBER 17, 2024

Have more productive estate plan meetings.

Estate Planning 111

Estate Planning Planning 111

Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

Wealth Management 242

Wealth Management Estate Planning Financial Advising Banking 242

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

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

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

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

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Wealth Management

JANUARY 11, 2024

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

Estate Planning 126

Estate Planning Planning 126

Wealth Management

NOVEMBER 3, 2024

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

Estate Planning 105

Estate Planning Planning 105

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

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 163

Wealth Management Estate Planning Tax Planning Financial Advisor 163

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

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 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

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

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

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 246

Estate Planning Financial Planning Wealth Management Clients 246

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

Wealth Management

JANUARY 3, 2024

Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners

Estate Planning 122

Estate Planning Planning 122

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

JANUARY 22, 2024

riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. citywire.com) RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch. citywire.com) Advisers Wealth management has a high attrition rate of new advisors.

Wealth Management 163

Wealth Management Estate Planning Startup Retirement 163

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

MARCH 4, 2024

(institutionalinvestor.com) Advisers Meghaan Lurtz, "When it comes to connecting emotions to goals, reflection questions can be an excellent way to help prospects identify the particular emotions that motivate them the most, which will ultimately help them stick to their financial plan." kitces.com) Orion Advisor Solutions is raising prices.

Recruitment 279

Recruitment Estate Planning Financial Planning Retirement 279

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 279

Estate Planning CFP Retirement Assets 279

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 99

Wealth Management Estate Planning Management Planning 99

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 105

Estate Planning Planning 105

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 105

Estate Planning Planning Taxes Clients 105

Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

Estate Planning 105

Estate Planning Planning Clients 105

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 277

Financial Planner Estate Planning CFP Financial Advice 277

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

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 104

Estate Planning Financial Advisor Planning 104

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Wealth Management

FEBRUARY 5, 2024

For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.

Estate Planning 119

Estate Planning Planning Clients 119

Wealth Management

JUNE 24, 2024

Estate planning is very important to clients but can be complicated and time consuming for people.

Estate Planning 97

Estate Planning Numbers Planning Retirement 97

Abnormal Returns

JUNE 10, 2024

standarddeviationspod.com) Frazer Rice talks with David Barnard, CEO and Founder of Luminary, about technology and estate planning. (bloomberg.com) Daniel Crosby talks advisor marketing with Robert Sofia who is the CEO of Snappy Kraken.

Compliance 278

Compliance Estate Planning Startup Clients 278