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News
Wealth.com secures &Partners deal as estate planning tech surges
5+ day, 14+ 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…...
Wealth transfer timing: why waiting is the costliest mistake families make
2+ week, 4+ day ago (885+ words) Warren Buffett's announcement in July that he plans to distribute the remainder of his Berkshire Hathaway shares over eight years rather than leave them to an estate has surfaced a question many wealthy families keep deferring: when is the right…...
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 is an ongoing service, not a one-time event
1+ mon, 16+ hour ago (405+ words) Buck Patton, senior vice president and wealth advisor at Truxton Wealth, sees the estate plan as foundational to a holistic advisory relationship — the structure that determines how a client's assets should be titled to carry out their wishes. David Haughton,…...
Wealth Enhancement enters Alabama with RIA managing $462M in client assets
1+ mon, 1+ week ago (295+ words) Wealth Enhancement has agreed to acquire Cloud Investments, LLC, a registered investment advisor headquartered in Huntsville, Alabama, adding more than $462 million in client assets under management and opening the company's first offices in the state. The transaction, terms of which…...
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…...
How financial advisors can guide widowed clients through grief
2+ mon, 2+ week ago (742+ words) When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client's…...
What it really takes to serve ultra high net worth clients
2+ mon, 3+ week ago (369+ words) The wealth management industry talks constantly about holistic planning and comprehensive service. But the closer you look at most firms, the clearer the gaps become. Those gaps are not minor inconveniences at the ultra-high net worth level. They are deal-breakers....
Creative Planning broadens reach in southwest with accounting, advisory firm acquisition
2+ mon, 3+ week ago (318+ words) Creative Planning is broadening its footprint along the Gulf Coast, announcing an agreement to acquire MarkhamNorton Accountants+Advisors, a long-established accounting and advisory firm based in southwest Florida. The Overland Park, Kansas-based registered investment advisor said the deal is set…...