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- 972articles · 365d
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News
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…...
How to Help Clients After the $124T Great Wealth Transfer
3+ mon, 3+ week ago (397+ words) An advisor’s role doesn’t end after an inheritance. There’s a whole bunch of money changing hands in the coming years, but how can advisors help their clients who have inherited their parents’ wealth? “We’re maybe in the bottom of the…...
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....
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…...
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…...
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…...
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,…...
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…...
Why New Widows Need More Than Just Financial Planning
4+ mon, 5+ day ago (335+ words) There are major planning challenges that widows face, but it’s important to allow time for grief. Till death do us part. Rehl, who is now 80 and continues her practice as a financial advisor, was herself widowed 20 years ago. “Even though…...
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…...