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News
AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
4+ mon, 2+ week ago (369+ words) The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning. Wealth.com just did for itself what it’s hoping to help advisors do for their clients: It got wealthier. AI has the power…...
How Advisors Cope When Clients’ Heirs Head for the Exit
1+ year, 1+ day ago (503+ words) Some look at it as a teachable moment, while others choose not to sweat it. Kids these days, right? Between recession fears, a mass retirement of older planners and the looming presence of AI, advisors have plenty on their plates....
Rich Folks Want to Know What They’re Paying Advisors For
4+ mon, 4+ week ago (358+ words) Retention often comes down to what services advisors provide and the kind of help clients actually feel like they’re getting. Think less “fish in a barrel” and more “plenty of fish in the sea.” Wealthy investors, long considered the most…...
No Heirs, No Problem. Why Childfree Clients Are a 60 Million-Person Opportunity
5+ mon, 1+ week ago (426+ words) Some 60 million US adults identify as childfree, according to the National Institutes of Health, meaning they don’t have children and don’t intend to. “Many traditional financial planners find themselves kind of stealing client households from other advisors, and almost trading…...
Can ‘Terror Management Theory’ Explain Inheritance Spending?
5+ mon, 6+ day ago (475+ words) A new study finds inherited wealth is unlike any other windfall, being tied so closely to death. A dollar is just a dollar, right? Not always. “That is not what most clients expect,” said Russell James, professor of charitable financial…...
A Fair Inheritance Doesn’t Always Mean an Equal Inheritance
1+ mon, 2+ day ago (298+ words) Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another. If you’ve seen Succession or Knives Out, you know inheritances can turn families into enemies. The bigger problem is that many…...
Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model
3+ mon, 3+ week ago (373+ words) The affiliate model itself is nothing new, but it’s novel for a custodian. Altruist’s approach is more direct than those of bigger players, Diamond said. Affiliate programs at the major custodians technically run through groups including NewEdge Wealth, Private Advisor…...
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot
2+ day, 2+ hour ago (382+ words) Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality. The estate plan isn’t just a set of documents, Houghton said. Instead, it’s an ongoing process that has to keep pace…...
Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences
1+ mon, 3+ week ago (301+ words) Few people born from the mid-1960s to 1980 have written a will or completed other key steps like designating someone to hold medical power of attorney. Gen Xers are in the worst shape when it comes to estate planning, but they’re not…...
Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’
3+ mon, 2+ week ago (329+ words) The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind. Advisors who don’t offer estate planning may find themselves written out of the will. “There’s still $68 trillion that’s going to move,…...