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News
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…...
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…...
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…...
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…...
Why heirs leave their parents' advisor and how to stop it
3+ mon, 2+ day ago (313+ words) My first firm was exceptional at training advisors to prospect and ask for introductions, and that discipline is ingrained in me. One of the best opportunities to plant seeds for multigenerational relationships is a moment most advisors completely overlook: the…...
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…...
Wealth.com raises $65M to become the all-in-one AI software for specialized planning?
3+ mon, 3+ week ago (221+ words) Michael Kitces is Head of Planning Strategy at Focus Partners Wealth, which provides an evidence-based approach to private wealth management for near- and current retirees, and Focus Partners Advisor Solutions, a turnkey wealth management services provider supporting thousands of independent…...
Why advisors need to prepare heirs, not just assets
4+ day, 23+ hour ago (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...