6+ hour, 30+ min 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…...

1+ week, 2+ day 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…...

2+ week, 2+ 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…...

3+ week, 2+ day 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…...

8+ mon, 1+ week ago  (477+ words) The most important decision for the business's future is who will take over when the founder steps away. Guest Contributor to The Daily Upside Financial advisors play a vital role helping clients plan and prepare for their financial futures. It's…...

7+ mon, 1+ week 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....

1+ year, 1+ day ago  (466+ words) With President Trump now in his second term, estate tax policy has once again taken center stage. Guest Contributor to The Daily Upside Estate planning is never static." Open lines of communication, multi-generational education and strategic use of current tax…...