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News
&Partners picks Wealth.com for estate planning rollout
4+ day, 1+ hour ago (219+ words) &Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning platform, as its enterprise-wide estate planning solution. The agreement gives more than 100 &Partners advisors a…...
&Partners Selects Wealth.com as Enterprise-Wide Estate Planning Platform
6+ day, 2+ hour ago (210+ words) Firmwide rollout gives more than 100 advisors modern planning technology, dedicated enablement and ongoing support Early engagement has included advisors using Wealth.com for their own estate plans and extending the offering to staff. The rollout is designed to make estate…...
Founder & CEO of WE Alliance Wealth Advisors on The Investment Blind Spot
1+ week, 2+ day ago (140+ words) Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot TMJ4 News WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way…...