4+ day, 22+ 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…...

1+ mon, 1+ week ago   (97+ words) Institutional Real Estate, Inc. Wealth Enhancement to acquire Cloud Investments, an independent RIA with more than $462m in client assets Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, has announced it will acquire the investment advisory…...

1+ mon, 1+ week ago   (295+ words) Wealth Enhancement has agreed to acquire Cloud Investments, LLC, a registered investment advisor headquartered in Huntsville, Alabama, adding more than $462 million in client assets under management and opening the company's first offices in the state. The transaction, terms of which…...

1+ mon, 3+ week ago   (469+ words) Even though parts of the great wealth transfer are already happening, there is sometimes uncertainty about whether heirs are ready. More than half of respondents use tax advisors or CPAs, while 19% use a family office manager or CEO, and 19% use…...

1+ mon, 4+ week ago   (709+ words) lifehealth.com Demand for Centralized Wealth Planning Services Accelerates as Inherited Assets Grow in Complexity New findings from Cogent Syndicated reveal inheritors’ growing preference for integrated advice as average anticipated inheritances double to $1 million LIVONIA, Mich., April 28, 2026 (GLOBE NEWSWIRE) — A…...

2+ mon, 3+ day ago   (317+ words) The stakes are illustrated by the amount of crypto already lost forever. Millions of bitcoin are estimated to be permanently inaccessible, much of it because owners died or lost access without any recovery plan in place. Kresus is positioning Inheritance…...

2+ mon, 3+ day ago   (516+ words) Win All · 3 Flips · 7.92× Kresus introduces a crypto inheritance service that lets self-custody wallet users securely pass digital assets to beneficiaries without sharing private keys. One of crypto's biggest security strengths has also become one of its biggest estate planning challenges....

2+ mon, 4+ day ago   (358+ words) citybuzz - A growing number of U.S. families face financial turmoil due to the lack of a structured estate plan, according to Hispanic Target, a premium business media outlet. In response, the organization has partnered with prominent legal authority Elena Ortega Tauler,…...