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News
Rich Folks Want to Know What They’re Paying Advisors For
4+ mon, 4+ week ago (358+ words) prospective clients, are increasingly open to paying for financial advice, according to a recent Cerulli study....said they would work with a wealth manager last year, up from just under 40% in 2010. Fee compression...ones. With notably higher rates of wellbeing,…...
How Advisors Cope When Clients’ Heirs Head for the Exit
1+ year, 1+ day ago (503+ words) not personal,” said Dean Tsantes, CFP with VLP Financial Advisors. Only about a fourth of those who expect...with parents actively involved in the children’s financial education yield more G2 clients than more financially...talks growth challenges, the consequences of this…...
AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
4+ mon, 2+ week ago (369+ words) one of the fastest-growing tech categories in financial planning. Wealth.com just did for itself what...The question isn’t whether AI should be part of financial decision-making, but what role human advisors...already prepping for plan B. The company’s head…...
Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model
3+ mon, 3+ week ago (373+ words) investment processes into unified account frameworks. The year’s mergers and acquisitions are off to the fastest...
How to Help Clients After the $124T Great Wealth Transfer
3+ mon, 3+ week ago (397+ words) inning,” she said. “I don’t think we’ve seen the full effect [of] a third of the wealth already making...assets sooner, said Dave Pulcini, CEO of SixPoint Financial Partners. Pulcini, who also has a podcast and...one of the fastest-growing…...
Can ‘Terror Management Theory’ Explain Inheritance Spending?
5+ mon, 6+ day ago (475+ words) expect,” said Russell James, professor of charitable financial planning at Texas Tech. “It is also not what...instead be spent on discretionary items. Even savvy financial advisors (and the clients themselves in many...the asset class’ illiquidity and performance. Financial…...
Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences
1+ mon, 3+ week ago (301+ words) prefer to create or update an estate plan with a financial advisor versus 24% with an estate planning attorney,...requires investments in senior-friendly designs and financial advisors can help. © 2026 The Daily Upside...
Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous
3+ mon, 2+ week ago (408+ words) one of the fastest-growing tech categories in financial planning. Advocates are urging lawmakers to empower financial advisors and bankers to help protect clients...
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot
2+ day, 1+ hour ago (382+ words) more worried about life after work than parents. Financial conversations often focus on accumulation, but...protection also matters in a holistic plan. The financial planning tools advisors rely on are evolving...caring for both children and parents. It’s both a…...
No Heirs, No Problem. Why Childfree Clients Are a 60 Million-Person Opportunity
5+ mon, 1+ week ago (426+ words) children and don’t intend to. “Many traditional financial planners find themselves kind of stealing client...with parents, Zigmont said, so it’s natural their financial situations look different: “It’s very normal...dynamic life, which needs to be reflected in their financial…...