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News
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…...
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…...
Commercial real estate succession planning creates wealth opportunity for advisors
1+ mon, 1+ week ago (651+ words) A succession planning gap is opening inside one of the most significant wealth transfer cycles in American history, creating an opportunity for financial advisors. Amid the much-talked-about Great Wealth Transfer of $124 trillion over the next 20 years or so, including around…...
There’s no advisor playbook for resolving family succession conflicts, but these skills help: UBS
1+ mon, 2+ week ago (460+ words) Family conflicts can be extremely difficult for advisors to navigate when it comes to business succession planning, but UBS experts have laid out the skills and strategies that can help defuse an often incendiary situation. This could be, for example,…...
Great Wealth Transfer gets reality check, but opportunities still abound for advisors
2+ mon, 4+ 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…...
One year of the OBBBA: How advisors are replanning around its biggest provisions
1+ mon, 2+ week ago (289+ words) For advisors, 2026 is the first full year all of these provisions are in effect simultaneously — and the planning implications are still being digested. Three advisors describe the provisions that have changed their client conversations most, which ones remain underused, and…...
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
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…...
Estate planning drives 1 in 6 legal calls as trust demand surges
1+ mon, 5+ day ago (584+ words) Estate planning has become the single most common reason Americans call a lawyer, and new data released this month shows the gap between recognizing that need and acting on it remains wide open for financial advisors willing to close it....
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....