2+ day, 6+ 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…...

5+ day, 13+ 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…...

5+ day, 15+ 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,…...

2+ week, 2+ 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…...