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News
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 19+ hour ago (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...
Wealth.com secures &Partners deal as estate planning tech surges
5+ day, 3+ hour ago (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...
The great wealth transfer is really a trust transfer, not a check
2+ week, 1+ day ago (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...
Those without kids less confident about retirement savings, but why?
3+ week, 4+ day ago (616+ words) Having children typically adds costs to the household budget, so it might seem surprising that parents appear more confident about their financial future than those without kids. But a new study reveals that while only 54% of Americans without children said…...
Family offices shun hedge funds and private credit in favor of direct deals
3+ week, 5+ day ago (1040+ words) The newest generation of family offices is turning its back on hedge funds and private credit at a striking rate, gravitating instead toward direct investments and private equity as the defining strategies of their portfolios. According to FINTRX's Q2 2026 Family Office…...
Estate planning gaps leave families facing steep probate costs, new report finds
1+ mon, 2+ week ago (572+ words) The cost of settling an estate can vary dramatically depending on where someone lives, and those differences are increasingly shaping how Americans approach estate planning. A new report from LegalZoom finds probate costs on a $500,000 estate range from about $5,000 in…...
Mass affluents are saving less in anticipation of inheritance. But there’s a big problem
1+ mon, 4+ week ago (565+ words) Most mass affluent Americans are making financial decisions based on a future inheritance but ignoring a critical issue that could derail their finances. Nearly two thirds of respondents to Key Wealth's 2026 Inheritance Pulse Poll who anticipate an inheritance say the…...
Why half of wealthy families still don't have a complete wealth transfer plan: BNY Wealth
1+ mon, 4+ week ago (768+ words) Advisors working on the so-called “Great Wealth Transfer ” should expect to find extremely varied levels of preparation from their clients, according to the latest research from BNY Wealth. BNY Wealth's 2026 “Wealth in Motion” study surveyed over 500 ultra-high net worth families…...
Great Wealth Transfer gets reality check, but opportunities still abound for advisors
2+ mon, 5+ day ago (555+ words) The vast sums involved in the Great Wealth Transfer may not be quite as large as previously thought, according to new research from Visa Business and Economic Insights. But there are still big opportunities for advisors tied to how clients…...
Estate planning becomes a client retention issue for financial advisors, survey finds
2+ mon, 1+ week ago (544+ words) Estate planning is becoming less of an optional service and more of an expectation among advisory clients, with new research suggesting firms that fail to offer it could risk losing business. According to Trust & Will’s 2026 Financial Advisor Report, 68% of advised…...