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News
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 12+ 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
4+ day, 19+ 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…...
Why advisors need to prepare heirs, not just assets
4+ day, 21+ 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,…...
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…...
Wealth transfer timing: why waiting is the costliest mistake families make
2+ week, 3+ 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, 3+ 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, 4+ 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…...
Why family meetings are becoming key to UHNW estate planning
4+ week, 1+ day ago (464+ words) Three advisors who work closely with UHNW families — Erik Bjerke of OpenArc Corporate Advisory, Helen Andreoli of Great Diamond Partners, and Brian Gately of Anchyra Partners — shared how these meetings have evolved, and why getting them right matters as much…...
Estate planning is an ongoing service, not a one-time event
4+ week, 2+ day 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,…...
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....